BBB Foods Inc
TBBB- 交易所
- NYSE
- 產業
- Retail-Grocery Stores
- SEC CIK
- 0001978954
近 90 天，BBB Foods Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 165 家機構在 13F 申報持有，市值合計 $29.6 億；大師中只有杜肯家族辦公室持有。
2026 年第 2 季 13F 持有人
BBB Foods Inc 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 165
- 較 2026 年第 1 季 +40 家
- 持有股數
- 7,122 萬
- 較 2026 年第 1 季 +1,300 萬 (+22.3%)
- 總市值
- $29.6 億
- 較 2026 年第 1 季 +$9.03 億 (+43.9%)
- 新進機構
- 56
- 另有 62 家加碼
- 清倉機構
- 16
- 另有 33 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TBBB 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 165 | $29.6 億 |
| 2026 年第 1 季 | 127 | $20.6 億 |
| 2025 年第 4 季 | 128 | $18.7 億 |
| 2025 年第 3 季 | 96 | $14.2 億 |
| 2025 年第 2 季 | 102 | $14.3 億 |
| 2025 年第 1 季 | 105 | $14.4 億 |
| 2024 年第 4 季 | 79 | $11.1 億 |
| 2024 年第 3 季 | 81 | $11.8 億 |
| 2024 年第 2 季 | 82 | $9.04 億 |
| 2024 年第 1 季 | 74 | $8.30 億 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 BBB Foods Inc 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 7,526,848 | $3.14 億 | 0.06% | +3,286,287+77.5% | 加碼 |
| FMR LLC | 7,370,057 | $3.07 億 | 0.01% | +1,165,247+18.8% | 加碼 |
| Orbis Allan Gray Ltd | 6,735,036 | $2.81 億 | 0.96% | +1,088,601+19.3% | 加碼 |
| Capital Research Global Investors | 5,422,899 | $2.26 億 | 0.03% | −422,416−7.2% | 減碼 |
| Wasatch Advisors Inc | 4,239,474 | $1.77 億 | 1.16% | +139,649+3.4% | 加碼 |
| Morgan Stanley | 3,977,125 | $1.66 億 | 0.01% | +958,936+31.8% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 2,901,733 | $1.21 億 | 2.78% | −207,469−6.7% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 2,517,615 | $1.05 億 | 1.08% | −36,609−1.4% | 減碼 |
| Route One Investment Company, L.P. | 2,224,201 | $9,268 萬 | 3.84% | +694,905+45.4% | 加碼 |
| Principal Financial Group Inc | 2,070,499 | $8,628 萬 | 0.04% | +205,440+11.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,854,584 | $7,728 萬 | 0.24% | +185,689+11.1% | 加碼 |
| Teacher Retirement System of Texas | 1,718,495 | $7,161 萬 | 0.19% | +618,000+56.2% | 加碼 |
| 12 West Capital Management LP | 1,717,770 | $7,158 萬 | 13.39% | −570,000−24.9% | 減碼 |
| Goldman Sachs Group Inc | 1,354,816 | $5,646 萬 | 0.01% | +1,296,103+2,207.5% | 加碼 |
| Ameriprise Financial Inc | 1,144,253 | $4,767 萬 | 0.01% | −15,576−1.3% | 減碼 |
| Capital International Inc | 1,114,281 | $4,643 萬 | 0.33% | +13,196+1.2% | 加碼 |
| Engle Capital Management, L.P. | 775,574 | $3,232 萬 | 8.88% | +60,574+8.5% | 加碼 |
| SEI Investments Co | 742,678 | $3,095 萬 | 0.03% | −5,949−0.8% | 減碼 |
| Nuveen, LLC | 715,199 | $2,980 萬 | 0.01% | +266,380+59.4% | 加碼 |
| Point72 Asset Management, L.P. | 698,172 | $2,909 萬 | 0.04% | −178,026−20.3% | 減碼 |
| Carmignac Gestion | 670,106 | $2,792 萬 | 0.36% | +563,141+526.5% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 543,399 | $2,264 萬 | 5.24% | −487,131−47.3% | 減碼 |
| Bronte Capital Management Pty Ltd. | 533,151 | $2,222 萬 | 2.50% | +45,601+9.4% | 加碼 |
| USS Investment Management Ltd | 511,932 | $2,136 萬 | 0.08% | 00.0% | 不變 |
| Jane Street Group, LLC | 482,140 | $2,009 萬 | 0.01% | +482,140 | 新進 |
| Ancient Art, L.P. | 451,497 | $1,881 萬 | 3.84% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 437,914 | $1,825 萬 | 0.00% | +437,914 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 413,908 | $1,725 萬 | 0.08% | +42,266+11.4% | 加碼 |
| HRT Financial LP | 400,085 | $1,667 萬 | 0.03% | +183,841+85.0% | 加碼 |
| Crow's Nest Holdings LP | 380,000 | $1,583 萬 | 4.79% | −170,000−30.9% | 減碼 |
| UBS Group AG | 346,243 | $1,443 萬 | 0.00% | −91,968−21.0% | 減碼 |
| Tudor Investment Corp Et Al | 336,799 | $1,403 萬 | 0.06% | +211,310+168.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 313,519 | $1,304 萬 | 0.08% | +58,574+23.0% | 加碼 |
| Ghisallo Capital Management LLC | 307,618 | $1,282 萬 | 0.25% | +207,618+207.6% | 加碼 |
| Bank of America Corp | 305,771 | $1,274 萬 | 0.00% | −64,641−17.5% | 減碼 |
| Burkehill Global Management, LP | 275,000 | $1,146 萬 | 0.41% | +275,000 | 新進 |
| Thornburg Investment Management Inc | 273,003 | $1,138 萬 | 0.11% | +103,327+60.9% | 加碼 |
| Driehaus Capital Management LLC | 265,412 | $1,106 萬 | 0.06% | +95,212+55.9% | 加碼 |
| White Oak Capital Partners Pte. Ltd. | 262,488 | $1,090 萬 | 2.56% | +60,960+30.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 255,111 | $1,063 萬 | 0.01% | +255,111 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 253,980 | $1,058 萬 | 0.01% | +32,995+14.9% | 加碼 |
| Atika Capital Management LLC | 250,000 | $1,042 萬 | 1.03% | +154,782+162.6% | 加碼 |
| Millennium Management LLC | 240,356 | $1,002 萬 | 0.01% | +67,699+39.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 236,613 | $986.0 萬 | 0.02% | +73,496+45.1% | 加碼 |
| DnB Asset Management AS | 236,314 | $985.4 萬 | 0.03% | +236,314 | 新進 |
| Itau Unibanco Holding S.A. | 230,515 | $954.5 萬 | 0.19% | +230,515 | 新進 |
| BNP Paribas Arbitrage, SA | 218,990 | $912.5 萬 | 0.00% | −50,410−18.7% | 減碼 |
| Mawer Investment Management Ltd. | 212,570 | $885.8 萬 | 0.06% | +212,570 | 新進 |
| Marshall Wace, LLP | 196,467 | $818.7 萬 | 0.01% | −84,383−30.0% | 減碼 |
| Baillie Gifford & Co | 194,881 | $812.1 萬 | 0.01% | +300.0% | 加碼 |
| Fiera Capital Corp | 181,644 | $756.9 萬 | 0.03% | +181,644 | 新進 |
| Hound Partners, LLC | 174,242 | $726.1 萬 | 0.84% | +174,242 | 新進 |
| Vaughan Nelson Investment Management, L.P. | 173,348 | $722.3 萬 | 0.06% | +173,348 | 新進 |
| Bayberry Capital Partners LP | 168,500 | $702.1 萬 | 2.42% | +168,500 | 新進 |
| Capital International Sarl | 164,914 | $687.2 萬 | 0.10% | +31,849+23.9% | 加碼 |
| Bank of New York Mellon Corp | 159,903 | $666.3 萬 | 0.00% | −74,864−31.9% | 減碼 |
| Van Eck Associates Corp | 154,597 | $644.2 萬 | 0.00% | +81,277+110.9% | 加碼 |
| Seven Grand Managers, LLC | 150,000 | $625.0 萬 | 0.25% | +150,000 | 新進 |
| William Blair Investment Management, LLC | 142,226 | $592.7 萬 | 0.02% | −5,132−3.5% | 減碼 |
| Wells Fargo & Company | 141,038 | $587.7 萬 | 0.00% | +45,638+47.8% | 加碼 |
| Estuary Capital Management LP | 139,128 | $579.7 萬 | 0.98% | +139,128 | 新進 |
| Teachers Retirement System of the State of Kentucky | 138,530 | $577.3 萬 | 0.04% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 126,640 | $527.7 萬 | 0.51% | +91,200+257.3% | 加碼 |
| Hodges Capital Management Inc. | 126,075 | $525.4 萬 | 0.35% | −14,745−10.5% | 減碼 |
| Cidel Asset Management Inc | 118,334 | $493.1 萬 | 0.24% | +118,334 | 新進 |
| Ninety One UK Ltd | 112,431 | $468.5 萬 | 0.01% | −9,898−8.1% | 減碼 |
| Citadel Advisors LLC | 104,741 | $436.5 萬 | 0.00% | +104,741 | 新進 |
| Dodge & Cox | 90,700 | $377.9 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 82,505 | $343.8 萬 | 0.04% | +43,949+114.0% | 加碼 |
| BW Gestao de Investimentos Ltda. | 75,000 | $312.5 萬 | 0.08% | +75,000 | 新進 |
| Gabelli Funds LLC | 69,000 | $287.5 萬 | 0.02% | +10,000+16.9% | 加碼 |
| Zweig-DiMenna Associates LLC | 64,100 | $267.1 萬 | 0.24% | +64,100 | 新進 |
| Lazard Asset Management LLC | 62,815 | $261.8 萬 | 0.00% | −929−1.5% | 減碼 |
| Neuberger Berman Group LLC | 60,486 | $251.6 萬 | 0.00% | +12,297+25.5% | 加碼 |
| Squarepoint Ops LLC | 60,342 | $251.4 萬 | 0.00% | +45,024+293.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 58,479 | $243.7 萬 | 0.04% | +33,220+131.5% | 加碼 |
| Deltec Asset Management LLC | 54,500 | $227.1 萬 | 0.34% | +5,619+11.5% | 加碼 |
| Citigroup Inc | 54,094 | $225.4 萬 | 0.00% | −300,090−84.7% | 減碼 |
| Militia Capital Management LLC | 49,011 | $204.2 萬 | 0.37% | −98,022−66.7% | 減碼 |
| First Trust Advisors LP | 47,818 | $199.3 萬 | 0.00% | +47,818 | 新進 |
| Aquatic Capital Management LLC | 43,117 | $179.7 萬 | 0.06% | +43,117 | 新進 |
| Schonfeld Strategic Advisors LLC | 42,087 | $175.4 萬 | 0.01% | +42,087 | 新進 |
| VELA Investment Management, LLC | 41,600 | $173.3 萬 | 0.43% | +2,500+6.4% | 加碼 |
| Mariner, LLC | 39,858 | $166.1 萬 | 0.00% | +2,407+6.4% | 加碼 |
| Envestnet Asset Management Inc | 38,171 | $159.1 萬 | 0.00% | +8,506+28.7% | 加碼 |
| LB Partners LLC | 35,000 | $145.8 萬 | 0.99% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 33,923 | $141.4 萬 | 0.01% | +8,693+34.5% | 加碼 |
| Quadrature Capital Ltd | 33,621 | $140.1 萬 | 0.01% | +33,621 | 新進 |
| Walleye Capital LLC | 33,215 | $138.4 萬 | 0.01% | +33,215 | 新進 |
| Barings LLC | 28,476 | $118.7 萬 | 0.02% | +28,476 | 新進 |
| Fideuram Asset Management (Ireland) dac | 28,116 | $109.5 萬 | 0.02% | +28,116 | 新進 |
| Daiwa Securities Group Inc. | 25,285 | $105.4 萬 | 0.00% | +8,306+48.9% | 加碼 |
| Fieldview Capital Management, LLC | 24,548 | $102.3 萬 | 0.29% | +24,548 | 新進 |
| Banco BTG Pactual S.A. | 24,000 | $100.0 萬 | 0.13% | +24,000 | 新進 |
| Gsa Capital Partners LLP | 22,439 | $93.5 萬 | 0.06% | −37,999−62.9% | 減碼 |
| Harbour Capital Advisors, LLC | 21,125 | $90.0 萬 | 0.16% | +2,400+12.8% | 加碼 |
| State of Wyoming | 20,715 | $86.3 萬 | 0.09% | +7,075+51.9% | 加碼 |
| TD Asset Management Inc | 19,182 | $79.9 萬 | 0.00% | +19,182 | 新進 |
| CenterBook Partners LP | 17,618 | $73.4 萬 | 0.04% | +17,618 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 17,581 | $73.3 萬 | 0.01% | +17,581 | 新進 |