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 4 季 13F 持有人
BBB Foods Inc 在 2025/12/31 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
- 128
- 較 2025 年第 3 季 +33 家
- 持有股數
- 5,601 萬
- 較 2025 年第 3 季 +351.6 萬 (+6.7%)
- 總市值
- $18.7 億
- 較 2025 年第 3 季 +$4.55 億 (+32.2%)
- 新進機構
- 42
- 另有 39 家加碼
- 清倉機構
- 9
- 另有 34 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 5,844,413 | $1.95 億 | 0.04% | −37,637−0.6% | 減碼 |
| FMR LLC | 5,827,541 | $1.95 億 | 0.01% | −68,352−1.2% | 減碼 |
| Capital International Investors | 4,233,214 | $1.41 億 | 0.02% | −2,271,974−34.9% | 減碼 |
| Morgan Stanley | 3,534,884 | $1.18 億 | 0.01% | −34,189−1.0% | 減碼 |
| Wasatch Advisors Inc | 3,409,281 | $1.14 億 | 0.68% | +696,365+25.7% | 加碼 |
| Orbis Allan Gray Ltd | 3,288,723 | $1.10 億 | 0.46% | +3,288,723 | 新進 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 2,675,152 | $8,932 萬 | 2.12% | +1,492,027+126.1% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,511,410 | $8,386 萬 | 0.89% | −37,285−1.5% | 減碼 |
| 12 West Capital Management LP | 2,362,770 | $7,889 萬 | 9.40% | −1,020,000−30.2% | 減碼 |
| Route One Investment Company, L.P. | 1,385,196 | $4,625 萬 | 1.93% | +1,307,079+1,673.2% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 1,308,727 | $4,370 萬 | 5.88% | −185,477−12.4% | 減碼 |
| Ameriprise Financial Inc | 1,205,925 | $4,027 萬 | 0.01% | −263,216−17.9% | 減碼 |
| Teacher Retirement System of Texas | 1,100,495 | $3,675 萬 | 0.13% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 1,059,893 | $3,556 萬 | 0.88% | −141,348−11.8% | 減碼 |
| Capital International Inc | 1,022,314 | $3,414 萬 | 0.27% | +12,962+1.3% | 加碼 |
| BlackRock, Inc. | 912,644 | $3,047 萬 | 0.00% | −214,395−19.0% | 減碼 |
| Polar Capital Holdings Plc | 819,901 | $2,738 萬 | 0.13% | −165,606−16.8% | 減碼 |
| Millennium Management LLC | 778,613 | $2,600 萬 | 0.02% | +582,262+296.5% | 加碼 |
| Engle Capital Management, L.P. | 750,000 | $2,504 萬 | 9.66% | +13,231+1.8% | 加碼 |
| Bank of America Corp | 743,284 | $2,482 萬 | 0.00% | −119,733−13.9% | 減碼 |
| William Blair Investment Management, LLC | 742,649 | $2,480 萬 | 0.07% | −129,103−14.8% | 減碼 |
| SEI Investments Co | 675,981 | $2,257 萬 | 0.02% | +141,531+26.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 645,741 | $2,156 萬 | 0.06% | +181,375+39.1% | 加碼 |
| 3G Capital Partners LP | 550,000 | $1,836 萬 | 4.33% | −1,050,000−65.6% | 減碼 |
| USS Investment Management Ltd | 511,932 | $1,709 萬 | 0.08% | 00.0% | 不變 |
| Crow's Nest Holdings LP | 500,000 | $1,670 萬 | 3.80% | +500,000 | 新進 |
| Marshall Wace, LLP | 467,464 | $1,561 萬 | 0.02% | +185,747+65.9% | 加碼 |
| Nuveen, LLC | 438,050 | $1,463 萬 | 0.00% | +438,050 | 新進 |
| Bronte Capital Management Pty Ltd. | 394,158 | $1,316 萬 | 1.38% | +394,158 | 新進 |
| Citigroup Inc | 393,039 | $1,312 萬 | 0.01% | +112,016+39.9% | 加碼 |
| Ancient Art, L.P. | 391,637 | $1,308 萬 | 2.96% | +253,320+183.1% | 加碼 |
| UBS Group AG | 365,441 | $1,220 萬 | 0.00% | +64,511+21.4% | 加碼 |
| Goldman Sachs Group Inc | 359,405 | $1,200 萬 | 0.00% | +73,566+25.7% | 加碼 |
| DnB Asset Management AS | 346,153 | $1,156 萬 | 0.04% | −28,122−7.5% | 減碼 |
| Greenoaks Capital Partners LLC | 279,720 | $934.0 萬 | 0.31% | +279,720 | 新進 |
| Manufacturers Life Insurance Company, The | 270,395 | $902.8 萬 | 0.01% | −593,346−68.7% | 減碼 |
| Zweig-DiMenna Associates LLC | 262,638 | $876.9 萬 | 0.62% | −13,612−4.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 226,230 | $755.4 萬 | 0.04% | +115,602+104.5% | 加碼 |
| Bank of New York Mellon Corp | 218,397 | $729.2 萬 | 0.00% | +218,397 | 新進 |
| Baillie Gifford & Co | 194,851 | $650.6 萬 | 0.01% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 187,102 | $624.7 萬 | 0.08% | −208,843−52.7% | 減碼 |
| Driehaus Capital Management LLC | 179,971 | $600.9 萬 | 0.04% | +154,132+596.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 168,124 | $561.4 萬 | 0.00% | −2,060−1.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 156,026 | $521.0 萬 | 0.00% | +136,185+686.4% | 加碼 |
| White Oak Capital Partners Pte. Ltd. | 143,200 | $479.1 萬 | 1.82% | +85,400+147.8% | 加碼 |
| Atika Capital Management LLC | 142,282 | $475.1 萬 | 0.66% | −16,718−10.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 130,392 | $435.4 萬 | 0.01% | +130,392 | 新進 |
| Capital International Sarl | 128,473 | $429.0 萬 | 0.07% | 00.0% | 不變 |
| Citadel Advisors LLC | 115,662 | $386.2 萬 | 0.00% | +90,384+357.6% | 加碼 |
| Jane Street Group, LLC | 115,307 | $385.0 萬 | 0.00% | +76,608+198.0% | 加碼 |
| Ghisallo Capital Management LLC | 100,000 | $333.9 萬 | 0.15% | −150,000−60.0% | 減碼 |
| Tudor Investment Corp Et Al | 88,404 | $295.2 萬 | 0.02% | +88,404 | 新進 |
| Verition Fund Management LLC | 85,423 | $285.2 萬 | 0.02% | +49,277+136.3% | 加碼 |
| Van Eck Associates Corp | 75,545 | $252.2 萬 | 0.00% | −15,631−17.1% | 減碼 |
| JPMorgan Chase & Co | 65,609 | $219.1 萬 | 0.00% | −275,120−80.7% | 減碼 |
| Gsa Capital Partners LLP | 63,840 | $213.2 萬 | 0.18% | +44,115+223.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 62,449 | $208.5 萬 | 0.05% | 00.0% | 不變 |
| Gabelli Funds LLC | 59,000 | $197.0 萬 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | 56,712 | $189.4 萬 | 0.00% | +56,712 | 新進 |
| Immersion Capital LLP | 51,700 | $172.6 萬 | 2.50% | −20,100−28.0% | 減碼 |
| Neuberger Berman Group LLC | 49,636 | $165.9 萬 | 0.00% | +1,370+2.8% | 加碼 |
| Abdiel Capital Advisors, LP | 48,420 | $161.7 萬 | 2.28% | +8,000+19.8% | 加碼 |
| Deltec Asset Management LLC | 44,500 | $148.6 萬 | 0.25% | +31,400+239.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 43,630 | $145.6 萬 | 0.01% | +43,630 | 新進 |
| VELA Investment Management, LLC | 43,100 | $143.9 萬 | 0.39% | +2,600+6.4% | 加碼 |
| Mirabella Financial Services LLP | 32,626 | $108.9 萬 | 0.10% | +32,626 | 新進 |
| HRT Financial LP | 32,410 | $108.2 萬 | 0.00% | +32,410 | 新進 |
| Fund 1 Investments, LLC | 29,695 | $99.2 萬 | 0.14% | +29,695 | 新進 |
| Mariner, LLC | 28,797 | $96.2 萬 | 0.00% | −2,326−7.5% | 減碼 |
| SG Americas Securities, LLC | 26,675 | $89.1 萬 | 0.00% | +13,092+96.4% | 加碼 |
| Fox Run Management, L.L.C. | 25,459 | $85.0 萬 | 0.13% | +25,459 | 新進 |
| Brinker Capital Investments, LLC | 25,354 | $84.7 萬 | 0.01% | −1,809−6.7% | 減碼 |
| Aquatic Capital Management LLC | 24,378 | $81.4 萬 | 0.02% | +24,378 | 新進 |
| J.Safra Asset Management Corp | 21,971 | $73.4 萬 | 0.04% | +9,530+76.6% | 加碼 |
| Jain Global LLC | 21,636 | $72.2 萬 | 0.01% | +21,636 | 新進 |
| Balyasny Asset Management LLC | 20,439 | $68.2 萬 | 0.00% | +3,113+18.0% | 加碼 |
| Harbour Capital Advisors, LLC | 18,550 | $63.8 萬 | 0.13% | +3,200+20.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 17,963 | $60.0 萬 | 0.00% | −4,055−18.4% | 減碼 |
| Quantbot Technologies LP | 17,718 | $59.2 萬 | 0.02% | +17,718 | 新進 |
| HSBC Holdings PLC | 16,774 | $56.5 萬 | 0.00% | +16,774 | 新進 |
| Shay Capital LLC | 15,250 | $50.9 萬 | 0.08% | +15,250 | 新進 |
| Counterpoint Mutual Funds LLC | 14,967 | $50.0 萬 | 0.04% | +14,967 | 新進 |
| XTX Topco Ltd | 13,864 | $46.3 萬 | 0.01% | +13,864 | 新進 |
| Bridgefront Capital, LLC | 13,476 | $45.0 萬 | 0.11% | +13,476 | 新進 |
| Savant Capital, LLC | 12,540 | $41.9 萬 | 0.00% | +792+6.7% | 加碼 |
| Entropy Technologies, LP | 12,239 | $40.9 萬 | 0.02% | +12,239 | 新進 |
| Inspire Advisors, LLC | 12,116 | $40.5 萬 | 0.04% | −11,384−48.4% | 減碼 |
| Liontrust Investment Partners LLP | 12,000 | $40.1 萬 | 0.01% | +12,000 | 新進 |
| Virtu Financial LLC | 11,952 | $39.9 萬 | 0.02% | +11,952 | 新進 |
| Mission Creek Capital Partners, Inc. | 11,108 | $37.1 萬 | 0.07% | +11,108 | 新進 |
| Headinvest, LLC | 11,000 | $36.7 萬 | 0.07% | +11,000 | 新進 |
| Ronald Blue Trust, Inc. | 10,646 | $35.5 萬 | 0.00% | −524−4.7% | 減碼 |
| Banco BTG Pactual S.A. | 10,000 | $33.4 萬 | 0.06% | +10,000 | 新進 |
| Susquehanna International Group, LLP | 9,834 | $32.8 萬 | 0.00% | −2,422−19.8% | 減碼 |
| Royal Bank of Canada | 9,541 | $31.9 萬 | 0.00% | −2,430−20.3% | 減碼 |
| Bank of Nova Scotia | 8,000 | $26.7 萬 | 0.00% | +8,000 | 新進 |
| Simplex Trading, LLC | 6,964 | $23.3 萬 | 0.01% | +5,210+297.0% | 加碼 |
| AdvisorNet Financial, Inc | 6,179 | $20.6 萬 | 0.01% | +369+6.4% | 加碼 |
| Toronto Dominion Bank | 5,000 | $16.7 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,559 | $15.2 萬 | 0.00% | +4,559 | 新進 |