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 1 季 13F 持有人
BBB Foods Inc 在 2026/3/31 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
- 127
- 較 2025 年第 4 季 +1 家
- 持有股數
- 5,819 萬
- 較 2025 年第 4 季 +218.6 萬 (+3.9%)
- 總市值
- $20.6 億
- 較 2025 年第 4 季 +$1.88 億 (+10.0%)
- 新進機構
- 32
- 另有 50 家加碼
- 清倉機構
- 31
- 另有 30 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 6,204,810 | $2.19 億 | 0.01% | +377,269+6.5% | 加碼 |
| Capital Research Global Investors | 5,845,315 | $2.07 億 | 0.03% | +9020.0% | 加碼 |
| Orbis Allan Gray Ltd | 5,646,435 | $2.00 億 | 0.84% | +2,357,712+71.7% | 加碼 |
| Capital International Investors | 4,240,561 | $1.50 億 | 0.04% | +7,347+0.2% | 加碼 |
| Wasatch Advisors Inc | 4,099,825 | $1.45 億 | 0.96% | +690,544+20.3% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 3,109,202 | $1.10 億 | 3.74% | +434,050+16.2% | 加碼 |
| Morgan Stanley | 3,018,189 | $1.07 億 | 0.01% | −516,695−14.6% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 2,554,224 | $9,034 萬 | 1.08% | +42,814+1.7% | 加碼 |
| 12 West Capital Management LP | 2,287,770 | $8,092 萬 | 13.66% | −75,000−3.2% | 減碼 |
| Principal Financial Group Inc | 1,865,059 | $6,597 萬 | 0.04% | +1,865,059 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 1,668,895 | $5,903 萬 | 0.17% | +1,023,154+158.4% | 加碼 |
| Route One Investment Company, L.P. | 1,529,296 | $5,409 萬 | 2.37% | +144,100+10.4% | 加碼 |
| Ameriprise Financial Inc | 1,159,829 | $4,102 萬 | 0.01% | −46,096−3.8% | 減碼 |
| Capital International Inc | 1,101,085 | $3,895 萬 | 0.30% | +78,771+7.7% | 加碼 |
| Teacher Retirement System of Texas | 1,100,495 | $3,892 萬 | 0.16% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 1,030,530 | $3,645 萬 | 8.54% | −278,197−21.3% | 減碼 |
| Point72 Asset Management, L.P. | 876,198 | $3,099 萬 | 0.05% | +876,198 | 新進 |
| SEI Investments Co | 748,627 | $2,648 萬 | 0.02% | +72,646+10.7% | 加碼 |
| Engle Capital Management, L.P. | 715,000 | $2,529 萬 | 8.62% | −35,000−4.7% | 減碼 |
| Crow's Nest Holdings LP | 550,000 | $1,945 萬 | 4.55% | +50,000+10.0% | 加碼 |
| USS Investment Management Ltd | 511,932 | $1,809 萬 | 0.08% | 00.0% | 不變 |
| Bronte Capital Management Pty Ltd. | 487,550 | $1,724 萬 | 1.83% | +93,392+23.7% | 加碼 |
| Ancient Art, L.P. | 451,497 | $1,597 萬 | 3.48% | +59,860+15.3% | 加碼 |
| Nuveen, LLC | 448,819 | $1,587 萬 | 0.00% | +10,769+2.5% | 加碼 |
| UBS Group AG | 438,211 | $1,550 萬 | 0.00% | +72,770+19.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 371,642 | $1,314 萬 | 0.07% | +145,412+64.3% | 加碼 |
| Bank of America Corp | 370,412 | $1,310 萬 | 0.00% | −372,872−50.2% | 減碼 |
| Citigroup Inc | 354,184 | $1,253 萬 | 0.01% | −38,855−9.9% | 減碼 |
| Marshall Wace, LLP | 280,850 | $993.4 萬 | 0.01% | −186,614−39.9% | 減碼 |
| Greenoaks Capital Partners LLC | 279,720 | $989.4 萬 | 0.43% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 269,400 | $952.9 萬 | 0.01% | +113,374+72.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 254,945 | $896.8 萬 | 0.06% | +254,945 | 新進 |
| Bank of New York Mellon Corp | 234,767 | $830.4 萬 | 0.00% | +16,370+7.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 220,985 | $781.6 萬 | 0.01% | +52,861+31.4% | 加碼 |
| HRT Financial LP | 216,244 | $764.8 萬 | 0.02% | +183,834+567.2% | 加碼 |
| White Oak Capital Partners Pte. Ltd. | 201,528 | $692.2 萬 | 2.63% | +58,328+40.7% | 加碼 |
| Baillie Gifford & Co | 194,851 | $689.2 萬 | 0.01% | 00.0% | 不變 |
| Millennium Management LLC | 172,657 | $610.7 萬 | 0.00% | −605,956−77.8% | 減碼 |
| Driehaus Capital Management LLC | 170,200 | $602.0 萬 | 0.04% | −9,771−5.4% | 減碼 |
| Thornburg Investment Management Inc | 169,676 | $600.1 萬 | 0.06% | −17,426−9.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 163,117 | $576.9 萬 | 0.01% | +163,117 | 新進 |
| William Blair Investment Management, LLC | 147,358 | $521.2 萬 | 0.02% | −595,291−80.2% | 減碼 |
| Hodges Capital Management Inc. | 140,820 | $498.1 萬 | 0.41% | +140,820 | 新進 |
| Teachers Retirement System of the State of Kentucky | 138,530 | $490.0 萬 | 0.04% | +94,900+217.5% | 加碼 |
| Capital International Sarl | 133,065 | $470.7 萬 | 0.08% | +4,592+3.6% | 加碼 |
| Tudor Investment Corp Et Al | 125,489 | $443.9 萬 | 0.02% | +37,085+41.9% | 加碼 |
| Ninety One UK Ltd | 122,329 | $432.7 萬 | 0.01% | +122,329 | 新進 |
| Carmignac Gestion | 106,965 | $377.8 萬 | 0.06% | +106,965 | 新進 |
| Ghisallo Capital Management LLC | 100,000 | $353.7 萬 | 0.10% | 00.0% | 不變 |
| Wells Fargo & Company | 95,400 | $337.4 萬 | 0.00% | +94,115+7,324.1% | 加碼 |
| Atika Capital Management LLC | 95,218 | $336.8 萬 | 0.53% | −47,064−33.1% | 減碼 |
| Dodge & Cox | 90,700 | $320.8 萬 | 0.00% | +90,700 | 新進 |
| Van Eck Associates Corp | 73,320 | $259.3 萬 | 0.00% | −2,225−2.9% | 減碼 |
| Immersion Capital LLP | 69,700 | $246.5 萬 | 3.92% | +18,000+34.8% | 加碼 |
| Invesco Ltd. | 67,848 | $240.0 萬 | 0.00% | +67,848 | 新進 |
| Lazard Asset Management LLC | 63,744 | $225.5 萬 | 0.00% | +7,032+12.4% | 加碼 |
| Gsa Capital Partners LLP | 60,438 | $213.8 萬 | 0.13% | −3,402−5.3% | 減碼 |
| Gabelli Funds LLC | 59,000 | $208.7 萬 | 0.01% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 58,713 | $207.7 萬 | 0.00% | −300,692−83.7% | 減碼 |
| Militia Capital Management LLC | 49,011 | $173.4 萬 | 0.39% | +49,011 | 新進 |
| Deltec Asset Management LLC | 48,881 | $172.9 萬 | 0.32% | +4,381+9.8% | 加碼 |
| Neuberger Berman Group LLC | 48,189 | $168.6 萬 | 0.00% | −1,447−2.9% | 減碼 |
| Jump Financial, LLC | 44,700 | $158.1 萬 | 0.02% | +44,700 | 新進 |
| VELA Investment Management, LLC | 39,100 | $138.3 萬 | 0.36% | −4,000−9.3% | 減碼 |
| XTX Topco Ltd | 38,556 | $136.4 萬 | 0.02% | +24,692+178.1% | 加碼 |
| Mariner, LLC | 37,451 | $132.5 萬 | 0.00% | +8,654+30.1% | 加碼 |
| Mirabella Financial Services LLP | 35,440 | $125.4 萬 | 0.12% | +2,814+8.6% | 加碼 |
| LB Partners LLC | 35,000 | $123.8 萬 | 1.11% | +35,000 | 新進 |
| Envestnet Asset Management Inc | 29,665 | $104.9 萬 | 0.00% | +29,665 | 新進 |
| Altfest L J & Co Inc | 25,584 | $90.5 萬 | 0.10% | +25,584 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 25,259 | $89.3 萬 | 0.01% | +25,259 | 新進 |
| Brinker Capital Investments, LLC | 25,230 | $89.2 萬 | 0.01% | −124−0.5% | 減碼 |
| J.Safra Asset Management Corp | 25,134 | $88.9 萬 | 0.05% | +3,163+14.4% | 加碼 |
| Susquehanna International Group, LLP | 22,754 | $80.5 萬 | 0.00% | +12,920+131.4% | 加碼 |
| Harbour Capital Advisors, LLC | 18,725 | $73.3 萬 | 0.14% | +175+0.9% | 加碼 |
| Raymond James Financial Inc | 18,403 | $65.1 萬 | 0.00% | +18,403 | 新進 |
| Toroso Investments, LLC | 18,324 | $64.8 萬 | 0.00% | +18,324 | 新進 |
| Daiwa Securities Group Inc. | 16,979 | $60.1 萬 | 0.00% | +16,979 | 新進 |
| Stifel Financial Corp | 15,712 | $55.6 萬 | 0.00% | +15,712 | 新進 |
| Mission Creek Capital Partners, Inc. | 15,477 | $54.7 萬 | 0.11% | +4,369+39.3% | 加碼 |
| Squarepoint Ops LLC | 15,318 | $54.2 萬 | 0.00% | +15,318 | 新進 |
| Centiva Capital, LP | 14,378 | $50.9 萬 | 0.02% | +14,378 | 新進 |
| Savant Capital, LLC | 13,762 | $48.7 萬 | 0.00% | +1,222+9.7% | 加碼 |
| State of Wyoming | 13,640 | $48.2 萬 | 0.06% | +9,487+228.4% | 加碼 |
| Balyasny Asset Management LLC | 12,533 | $44.3 萬 | 0.00% | −7,906−38.7% | 減碼 |
| Royal Bank of Canada | 11,415 | $40.4 萬 | 0.00% | +1,874+19.6% | 加碼 |
| Shay Capital LLC | 10,860 | $38.4 萬 | 0.05% | −4,390−28.8% | 減碼 |
| Inspire Advisors, LLC | 10,068 | $35.6 萬 | 0.03% | −2,048−16.9% | 減碼 |
| Ronald Blue Trust, Inc. | 10,025 | $35.5 萬 | 0.00% | −621−5.8% | 減碼 |
| Verition Fund Management LLC | 9,934 | $35.1 萬 | 0.00% | −75,489−88.4% | 減碼 |
| Numerai GP LLC | 9,637 | $34.1 萬 | 0.03% | +9,637 | 新進 |
| Entropy Technologies, LP | 8,902 | $31.5 萬 | 0.01% | −3,337−27.3% | 減碼 |
| Diametric Capital, LP | 6,861 | $24.3 萬 | 0.06% | +6,861 | 新進 |
| AdvisorNet Financial, Inc | 6,289 | $22.2 萬 | 0.01% | +110+1.8% | 加碼 |
| Jones Financial Companies LLLP | 5,945 | $20.4 萬 | 0.00% | +1,881+46.3% | 加碼 |
| Simplex Trading, LLC | 5,676 | $20.1 萬 | 0.01% | −1,288−18.5% | 減碼 |
| Barclays PLC | 5,553 | $19.6 萬 | 0.00% | +5,553 | 新進 |
| Toronto Dominion Bank | 5,000 | $17.7 萬 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 2,934 | $10.4 萬 | 0.00% | −909,710−99.7% | 減碼 |
| National Bank of Canada | 2,473 | $8.73 萬 | 0.00% | +2,073+518.3% | 加碼 |