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。
2025 年第 1 季 13F 持有人
BBB Foods Inc 在 2025/3/31 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
- 105
- 較 2024 年第 4 季 +28 家
- 持有股數
- 5,232 萬
- 較 2024 年第 4 季 +1,325 萬 (+33.9%)
- 總市值
- $14.0 億
- 較 2024 年第 4 季 +$2.90 億 (+26.3%)
- 新進機構
- 39
- 另有 40 家加碼
- 清倉機構
- 11
- 另有 21 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | $14.0 億 |
| 2024 年第 4 季 | 79 | $11.1 億 |
| 2024 年第 3 季 | 81 | $11.5 億 |
| 2024 年第 2 季 | 82 | $8.74 億 |
| 2024 年第 1 季 | 74 | $7.65 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 6,719,134 | $1.79 億 | 0.04% | +1,642,114+32.3% | 加碼 |
| FMR LLC | 6,204,810 | $1.66 億 | 0.01% | +2,710,037+77.5% | 加碼 |
| Capital Research Global Investors | 5,357,086 | $1.43 億 | 0.03% | +26,872+0.5% | 加碼 |
| Morgan Stanley | 3,503,840 | $9,348 萬 | 0.01% | +1,309,048+59.6% | 加碼 |
| William Blair Investment Management, LLC | 3,273,077 | $8,733 萬 | 0.25% | +1,154,939+54.5% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,834,170 | $7,562 萬 | 0.99% | −19,736−0.7% | 減碼 |
| 12 West Capital Management LP | 2,289,058 | $6,107 萬 | 9.01% | +572,500+33.4% | 加碼 |
| Ameriprise Financial Inc | 1,634,417 | $4,361 萬 | 0.01% | +690,560+73.2% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 1,610,159 | $4,296 萬 | 4.76% | +197,268+14.0% | 加碼 |
| Capital International Inc | 1,426,293 | $3,805 萬 | 0.46% | +152,602+12.0% | 加碼 |
| Millennium Management LLC | 1,240,966 | $3,311 萬 | 0.03% | +1,121,959+942.8% | 加碼 |
| Teacher Retirement System of Texas | 1,162,695 | $3,102 萬 | 0.13% | +231,589+24.9% | 加碼 |
| Polar Capital Holdings Plc | 1,081,091 | $2,884 萬 | 0.18% | +44,716+4.3% | 加碼 |
| JPMorgan Chase & Co | 956,121 | $2,551 萬 | 0.00% | +13,350+1.4% | 加碼 |
| Driehaus Capital Management LLC | 849,166 | $2,266 萬 | 0.22% | −718,119−45.8% | 減碼 |
| Citadel Advisors LLC | 742,917 | $1,982 萬 | 0.02% | +742,917 | 新進 |
| Manufacturers Life Insurance Company, The | 702,571 | $1,874 萬 | 0.02% | +154,929+28.3% | 加碼 |
| Engle Capital Management, L.P. | 690,000 | $1,841 萬 | 7.66% | +90,000+15.0% | 加碼 |
| USS Investment Management Ltd | 685,950 | $1,829 萬 | 0.14% | +81,215+13.4% | 加碼 |
| Itau Unibanco Holding S.A. | 711,742 | $1,821 萬 | 0.70% | +711,742 | 新進 |
| TT International Asset Management LTD | 571,999 | $1,526 萬 | 2.28% | +571,999 | 新進 |
| Wasatch Advisors Inc | 528,674 | $1,411 萬 | 0.08% | +528,674 | 新進 |
| Alliancebernstein L.P. | 527,513 | $1,407 萬 | 0.01% | −50,095−8.7% | 減碼 |
| Axiom Investors LLC | 503,627 | $1,344 萬 | 0.13% | −420,941−45.5% | 減碼 |
| Ghisallo Capital Management LLC | 500,000 | $1,334 萬 | 1.16% | +300,000+150.0% | 加碼 |
| Voloridge Investment Management, LLC | 379,032 | $1,011 萬 | 0.04% | +76,913+25.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 366,508 | $977.8 萬 | 0.02% | +108,005+41.8% | 加碼 |
| 3G Capital Partners LP | 350,000 | $933.8 萬 | 2.68% | +350,000 | 新進 |
| Burkehill Global Management, LP | 350,000 | $933.8 萬 | 0.69% | +350,000 | 新進 |
| Hood River Capital Management LLC | 314,711 | $839.6 萬 | 0.14% | +301,535+2,288.5% | 加碼 |
| Zweig-DiMenna Associates LLC | 258,766 | $690.4 萬 | 1.11% | −137,875−34.8% | 減碼 |
| SEI Investments Co | 254,802 | $679.8 萬 | 0.01% | +762+0.3% | 加碼 |
| Seven Grand Managers, LLC | 250,000 | $667.0 萬 | 1.56% | +125,000+100.0% | 加碼 |
| Balyasny Asset Management LLC | 249,728 | $666.3 萬 | 0.02% | +249,728 | 新進 |
| Bank of America Corp | 236,547 | $631.1 萬 | 0.00% | +218,485+1,209.6% | 加碼 |
| DnB Asset Management AS | 233,866 | $624.0 萬 | 0.03% | +29,643+14.5% | 加碼 |
| Qube Research & Technologies Ltd | 192,217 | $512.8 萬 | 0.01% | +192,217 | 新進 |
| Atika Capital Management LLC | 182,827 | $487.8 萬 | 0.75% | −37,873−17.2% | 減碼 |
| Marshall Wace, LLP | 158,165 | $422.0 萬 | 0.01% | +158,165 | 新進 |
| Goldman Sachs Group Inc | 156,526 | $417.6 萬 | 0.00% | +114,990+276.8% | 加碼 |
| UBS Group AG | 155,264 | $414.2 萬 | 0.00% | −35,958−18.8% | 減碼 |
| Capital International Sarl | 154,961 | $413.4 萬 | 0.09% | +38,054+32.6% | 加碼 |
| Point72 Europe (London) LLP | 150,000 | $400.2 萬 | 0.28% | +150,000 | 新進 |
| Thornburg Investment Management Inc | 148,001 | $394.9 萬 | 0.06% | −7,587−4.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 130,000 | $346.8 萬 | 0.00% | 00.0% | 不變 |
| Freestone Grove Partners LP | 93,909 | $250.5 萬 | 0.03% | +93,909 | 新進 |
| Jump Financial, LLC | 85,617 | $228.4 萬 | 0.03% | +85,617 | 新進 |
| Tudor Investment Corp Et Al | 70,820 | $188.9 萬 | 0.02% | +70,820 | 新進 |
| Walleye Capital LLC | 70,078 | $187.0 萬 | 0.02% | +70,078 | 新進 |
| Van Eck Associates Corp | 68,698 | $183.3 萬 | 0.00% | −13,015−15.9% | 減碼 |
| Gabelli Funds LLC | 60,100 | $160.3 萬 | 0.01% | +4,100+7.3% | 加碼 |
| Hiddenite Capital Partners LP | 60,000 | $160.1 萬 | 1.34% | +60,000 | 新進 |
| Northwest & Ethical Investments L.P. | 59,078 | $157.6 萬 | 0.04% | +26,504+81.4% | 加碼 |
| Two Sigma Investments, LP | 55,168 | $147.2 萬 | 0.00% | −2,858−4.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 51,723 | $138.0 萬 | 0.00% | −76,115−59.5% | 減碼 |
| Russell Investments Group, Ltd. | 45,935 | $122.6 萬 | 0.00% | −69,709−60.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 40,388 | $107.8 萬 | 0.00% | −11,276−21.8% | 減碼 |
| Picton Mahoney Asset Management | 39,900 | $106.5 萬 | 0.04% | +10,500+35.7% | 加碼 |
| Verition Fund Management LLC | 31,810 | $84.9 萬 | 0.00% | +17,592+123.7% | 加碼 |
| XTX Topco Ltd | 31,413 | $83.8 萬 | 0.04% | +31,413 | 新進 |
| Squarepoint Ops LLC | 29,838 | $79.6 萬 | 0.00% | −113,162−79.1% | 減碼 |
| Winton Group Ltd | 27,777 | $74.1 萬 | 0.05% | +27,777 | 新進 |
| White Oak Capital Partners Pte. Ltd. | 28,800 | $71.5 萬 | 0.29% | +20,900+264.6% | 加碼 |
| VELA Investment Management, LLC | 25,000 | $66.7 萬 | 0.23% | +10,000+66.7% | 加碼 |
| Deutsche Bank AG | 22,500 | $60.0 萬 | 0.00% | +11,500+104.5% | 加碼 |
| Brinker Capital Investments, LLC | 21,420 | $57.1 萬 | 0.01% | +21,420 | 新進 |
| Orion Portfolio Solutions, LLC | 21,420 | $57.1 萬 | 0.01% | +21,420 | 新進 |
| Employees Retirement System of Texas | 18,370 | $49.0 萬 | 0.00% | −4,640−20.2% | 減碼 |
| Entropy Technologies, LP | 17,277 | $46.1 萬 | 0.04% | +17,277 | 新進 |
| Neuberger Berman Group LLC | 16,948 | $45.2 萬 | 0.00% | +16,948 | 新進 |
| Immersion Capital LLP | 16,500 | $44.0 萬 | 0.30% | +16,500 | 新進 |
| Barings LLC | 16,458 | $43.9 萬 | 0.01% | −21,501−56.6% | 減碼 |
| Royal Bank of Canada | 16,000 | $42.7 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 15,575 | $41.6 萬 | 0.01% | +15,575 | 新進 |
| Carmignac Gestion | 15,000 | $40.0 萬 | 0.01% | −10,000−40.0% | 減碼 |
| Sandia Investment Management LP | 15,000 | $40.0 萬 | 1.17% | +15,000 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,176 | $37.8 萬 | 0.00% | +14,176 | 新進 |
| Gsa Capital Partners LLP | 13,606 | $36.3 萬 | 0.03% | −45,493−77.0% | 減碼 |
| Point72 Asset Management, L.P. | 13,268 | $35.4 萬 | 0.00% | +13,268 | 新進 |
| Tempus Wealth Planning, LLC | 12,703 | $33.9 萬 | 0.10% | +571+4.7% | 加碼 |
| J.Safra Asset Management Corp | 10,925 | $29.1 萬 | 0.02% | +661+6.4% | 加碼 |
| Mariner, LLC | 10,849 | $28.9 萬 | 0.00% | −10,755−49.8% | 減碼 |
| Fox Run Management, L.L.C. | 9,170 | $24.5 萬 | 0.04% | +9,170 | 新進 |
| Amundi | 8,472 | $23.8 萬 | 0.00% | −33,343−79.7% | 減碼 |
| Simplex Trading, LLC | 8,776 | $23.4 萬 | 0.01% | +8,776 | 新進 |
| Verdence Capital Advisors LLC | 8,566 | $22.9 萬 | 0.02% | +1,136+15.3% | 加碼 |
| Bank of Nova Scotia | 8,000 | $21.3 萬 | 0.00% | +8,000 | 新進 |
| Ronald Blue Trust, Inc. | 7,949 | $21.2 萬 | 0.00% | +7,949 | 新進 |
| Lazard Asset Management LLC | 7,622 | $20.3 萬 | 0.00% | +7,622 | 新進 |
| Toronto Dominion Bank | 5,000 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 4,400 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 3,609 | $9.63 萬 | 0.07% | +3,609 | 新進 |
| Caitong International Asset Management Co., Ltd | 2,140 | $5.71 萬 | 0.04% | +1,187+124.6% | 加碼 |
| BlackRock, Inc. | 2,031 | $5.42 萬 | 0.00% | +1,915+1,650.9% | 加碼 |
| FNY Investment Advisers, LLC | 1,400 | $3.70 萬 | 0.02% | +1,400 | 新進 |
| Wells Fargo & Company | 611 | $1.63 萬 | 0.00% | +391+177.7% | 加碼 |
| Jones Financial Companies LLLP | 584 | $1.56 萬 | 0.00% | +584 | 新進 |
| Tower Research Capital LLC (TRC) | 490 | $1.31 萬 | 0.00% | −1,070−68.6% | 減碼 |
| Citigroup Inc | 416 | $1.11 萬 | 0.00% | +416 | 新進 |
| SBI Securities Co., Ltd. | 310 | $8,271 | 0.00% | +11+3.7% | 加碼 |