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 2 季 13F 持有人
BBB Foods Inc 在 2025/6/30 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
- 102
- 較 2025 年第 1 季 −2 家
- 持有股數
- 5,176 萬
- 較 2025 年第 1 季 −54.0 萬 (−1.0%)
- 總市值
- $14.3 億
- 較 2025 年第 1 季 +$3,353 萬 (+2.4%)
- 新進機構
- 20
- 另有 43 家加碼
- 清倉機構
- 22
- 另有 35 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $14.0 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 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 6,723,752 | $1.87 億 | 0.03% | +4,618+0.1% | 加碼 |
| FMR LLC | 5,915,859 | $1.64 億 | 0.01% | −288,951−4.7% | 減碼 |
| Capital Research Global Investors | 5,731,047 | $1.59 億 | 0.03% | +373,961+7.0% | 加碼 |
| Morgan Stanley | 3,446,298 | $9,567 萬 | 0.01% | −57,542−1.6% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 2,838,869 | $7,881 萬 | 0.84% | +4,699+0.2% | 加碼 |
| William Blair Investment Management, LLC | 2,639,241 | $7,327 萬 | 0.19% | −633,836−19.4% | 減碼 |
| 12 West Capital Management LP | 2,419,058 | $6,715 萬 | 7.10% | +130,000+5.7% | 加碼 |
| Wasatch Advisors Inc | 2,192,012 | $6,085 萬 | 0.32% | +1,663,338+314.6% | 加碼 |
| Ameriprise Financial Inc | 1,605,056 | $4,456 萬 | 0.01% | −29,361−1.8% | 減碼 |
| 3G Capital Partners LP | 1,500,000 | $4,164 萬 | 10.22% | +1,150,000+328.6% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 1,420,644 | $3,944 萬 | 4.75% | −189,515−11.8% | 減碼 |
| Teacher Retirement System of Texas | 1,165,895 | $3,237 萬 | 0.14% | +3,200+0.3% | 加碼 |
| Polar Capital Holdings Plc | 1,016,034 | $2,821 萬 | 0.15% | −65,057−6.0% | 減碼 |
| Capital International Inc | 996,032 | $2,765 萬 | 0.27% | −430,261−30.2% | 減碼 |
| JPMorgan Chase & Co | 802,903 | $2,229 萬 | 0.00% | −153,218−16.0% | 減碼 |
| Millennium Management LLC | 747,606 | $2,075 萬 | 0.02% | −493,360−39.8% | 減碼 |
| Engle Capital Management, L.P. | 727,000 | $2,018 萬 | 6.09% | +37,000+5.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 705,005 | $1,957 萬 | 0.02% | +2,434+0.3% | 加碼 |
| TT International Asset Management LTD | 683,977 | $1,899 萬 | 3.83% | +111,978+19.6% | 加碼 |
| Bank of America Corp | 599,626 | $1,665 萬 | 0.00% | +363,079+153.5% | 加碼 |
| USS Investment Management Ltd | 511,932 | $1,423 萬 | 0.09% | −174,018−25.4% | 減碼 |
| SEI Investments Co | 417,794 | $1,160 萬 | 0.01% | +162,992+64.0% | 加碼 |
| Thornburg Investment Management Inc | 417,463 | $1,159 萬 | 0.15% | +269,462+182.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 366,954 | $1,019 萬 | 0.02% | +446+0.1% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 360,550 | $1,001 萬 | 0.26% | +360,550 | 新進 |
| Hood River Capital Management LLC | 339,938 | $943.7 萬 | 0.13% | +25,227+8.0% | 加碼 |
| Itau Unibanco Holding S.A. | 610,934 | $815.6 萬 | 0.31% | −100,808−14.2% | 減碼 |
| Qube Research & Technologies Ltd | 285,206 | $791.7 萬 | 0.01% | +92,989+48.4% | 加碼 |
| Zweig-DiMenna Associates LLC | 282,050 | $783.0 萬 | 0.80% | +23,284+9.0% | 加碼 |
| Alliancebernstein L.P. | 273,443 | $759.1 萬 | 0.00% | −254,070−48.2% | 減碼 |
| Thames Capital Management LLC | 264,481 | $734.2 萬 | 1.66% | +264,481 | 新進 |
| Goldman Sachs Group Inc | 259,625 | $720.7 萬 | 0.00% | +103,099+65.9% | 加碼 |
| Ghisallo Capital Management LLC | 250,000 | $694.0 萬 | 0.19% | −250,000−50.0% | 減碼 |
| Burkehill Global Management, LP | 250,000 | $694.0 萬 | 0.51% | −100,000−28.6% | 減碼 |
| Seven Grand Managers, LLC | 250,000 | $694.0 萬 | 0.83% | 00.0% | 不變 |
| DnB Asset Management AS | 233,866 | $649.9 萬 | 0.03% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 171,979 | $477.4 萬 | 0.00% | +41,979+32.3% | 加碼 |
| Atika Capital Management LLC | 161,544 | $448.4 萬 | 0.47% | −21,283−11.6% | 減碼 |
| Voloridge Investment Management, LLC | 141,806 | $393.7 萬 | 0.01% | −237,226−62.6% | 減碼 |
| Marshall Wace, LLP | 136,256 | $378.2 萬 | 0.00% | −21,909−13.9% | 減碼 |
| Citigroup Inc | 134,535 | $373.5 萬 | 0.00% | +134,119+32,240.1% | 加碼 |
| UBS Group AG | 133,504 | $370.6 萬 | 0.00% | −21,760−14.0% | 減碼 |
| Capital International Sarl | 127,322 | $353.4 萬 | 0.07% | −27,639−17.8% | 減碼 |
| Driehaus Capital Management LLC | 120,319 | $334.0 萬 | 0.03% | −728,847−85.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 111,607 | $309.8 萬 | 0.02% | +97,431+687.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 96,402 | $267.6 萬 | 0.07% | +96,402 | 新進 |
| Baillie Gifford & Co | 87,229 | $242.1 萬 | 0.00% | +87,229 | 新進 |
| CenterBook Partners LP | 84,967 | $235.9 萬 | 0.13% | +84,967 | 新進 |
| Van Eck Associates Corp | 69,358 | $192.5 萬 | 0.00% | +660+1.0% | 加碼 |
| Balyasny Asset Management LLC | 64,323 | $178.6 萬 | 0.00% | −185,405−74.2% | 減碼 |
| Northwest & Ethical Investments L.P. | 62,449 | $173.4 萬 | 0.04% | +3,371+5.7% | 加碼 |
| Gabelli Funds LLC | 59,600 | $165.4 萬 | 0.01% | −500−0.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 57,484 | $159.6 萬 | 0.02% | +57,484 | 新進 |
| White Oak Capital Partners Pte. Ltd. | 57,800 | $158.7 萬 | 0.54% | +29,000+100.7% | 加碼 |
| Neuberger Berman Group LLC | 47,946 | $132.4 萬 | 0.00% | +30,998+182.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 46,431 | $128.9 萬 | 0.00% | −5,292−10.2% | 減碼 |
| Mariner, LLC | 37,370 | $103.7 萬 | 0.00% | +26,521+244.5% | 加碼 |
| Jump Financial, LLC | 37,127 | $103.1 萬 | 0.01% | −48,490−56.6% | 減碼 |
| VELA Investment Management, LLC | 34,300 | $95.2 萬 | 0.28% | +9,300+37.2% | 加碼 |
| Gsa Capital Partners LLP | 34,044 | $94.5 萬 | 0.07% | +20,438+150.2% | 加碼 |
| Jennison Associates LLC | 30,514 | $84.7 萬 | 0.00% | +30,514 | 新進 |
| Public Employees Retirement System of Ohio | 29,496 | $81.9 萬 | 0.00% | +29,496 | 新進 |
| Verition Fund Management LLC | 28,801 | $80.0 萬 | 0.00% | −3,009−9.5% | 減碼 |
| Immersion Capital LLP | 28,000 | $77.7 萬 | 0.78% | +11,500+69.7% | 加碼 |
| Point72 Asset Management, L.P. | 27,000 | $75.0 萬 | 0.00% | +13,732+103.5% | 加碼 |
| Brinker Capital Investments, LLC | 26,393 | $73.3 萬 | 0.01% | +4,973+23.2% | 加碼 |
| HRT Financial LP | 24,628 | $68.3 萬 | 0.00% | +24,628 | 新進 |
| Point72 Europe (London) LLP | 20,000 | $55.5 萬 | 0.03% | −130,000−86.7% | 減碼 |
| Wellington Management Group LLP | 18,767 | $52.1 萬 | 0.00% | +18,767 | 新進 |
| Two Sigma Investments, LP | 16,697 | $46.4 萬 | 0.00% | −38,471−69.7% | 減碼 |
| Fox Run Management, L.L.C. | 15,219 | $42.2 萬 | 0.07% | +6,049+66.0% | 加碼 |
| J.Safra Asset Management Corp | 12,018 | $33.4 萬 | 0.02% | +1,093+10.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 11,660 | $32.4 萬 | 0.00% | +11,660 | 新進 |
| Ronald Blue Trust, Inc. | 10,513 | $29.2 萬 | 0.00% | +2,564+32.3% | 加碼 |
| Entropy Technologies, LP | 10,445 | $29.0 萬 | 0.02% | −6,832−39.5% | 減碼 |
| Sandia Investment Management LP | 10,000 | $27.8 萬 | 0.71% | −5,000−33.3% | 減碼 |
| Verdence Capital Advisors LLC | 9,095 | $25.2 萬 | 0.02% | +529+6.2% | 加碼 |
| Quantbot Technologies LP | 8,309 | $23.1 萬 | 0.01% | −7,266−46.7% | 減碼 |
| Graham Capital Management, L.P. | 7,955 | $22.1 萬 | 0.01% | +7,955 | 新進 |
| Simplex Trading, LLC | 7,390 | $20.5 萬 | 0.01% | −1,386−15.8% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 7,138 | $19.8 萬 | 0.04% | +7,138 | 新進 |
| State of Wyoming | 5,674 | $15.8 萬 | 0.02% | +5,674 | 新進 |
| BlackRock, Inc. | 5,557 | $15.4 萬 | 0.00% | +3,526+173.6% | 加碼 |
| Royal Bank of Canada | 5,204 | $14.5 萬 | 0.00% | −10,796−67.5% | 減碼 |
| Toronto Dominion Bank | 5,000 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 4,400 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 2,611 | $7.25 萬 | 0.01% | +2,611 | 新進 |
| Jones Financial Companies LLLP | 2,276 | $6.25 萬 | 0.00% | +1,692+289.7% | 加碼 |
| AdvisorNet Financial, Inc | 1,350 | $3.75 萬 | 0.00% | +1,350 | 新進 |
| Advisor Group Holdings, Inc. | 892 | $2.48 萬 | 0.00% | +892 | 新進 |
| Wells Fargo & Company | 668 | $1.85 萬 | 0.00% | +57+9.3% | 加碼 |
| Caitong International Asset Management Co., Ltd | 654 | $1.82 萬 | 0.01% | −1,486−69.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 584 | $1.62 萬 | 0.00% | +94+19.2% | 加碼 |
| Binnacle Investments Inc | 251 | $6,968 | 0.00% | +166+195.3% | 加碼 |
| Larson Financial Group LLC | 163 | $4,525 | 0.00% | +163 | 新進 |
| Bell Investment Advisors, Inc | 101 | $2,804 | 0.00% | +33+48.5% | 加碼 |
| Deutsche Bank AG | 100 | $2,776 | 0.00% | −22,400−99.6% | 減碼 |
| Riggs Asset Managment Co. Inc. | 67 | $1,860 | 0.00% | +67 | 新進 |
| Geneos Wealth Management Inc. | 45 | $1,249 | 0.00% | +23+104.5% | 加碼 |
| SBI Securities Co., Ltd. | 35 | $972 | 0.00% | −275−88.7% | 減碼 |