Atika Capital Management’s BBB Foods TBBB Stock Holding History

Atika Capital Management’s Portfolio TBBB Stock Details TBBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37M	Sell	95,218 -47,064	-33%	-$1.65M	0.42%	52
2025 Q4	$4.75M	Sell	142,282 -16,718	-11%	-$500K	0.5%	56
2025 Q3	$4.29M	Sell	159,000 -2,544	-2%	-$66.1K	0.35%	65
2025 Q2	$4.48M	Sell	161,544 -21,283	-12%	-$599K	0.45%	51
2025 Q1	$4.88M	Sell	182,827 -37,873	-17%	-$1.06M	0.69%	45
2024 Q4	$6.24M	Buy	220,700 +38,700	+21%	+$1.21M	0.66%	53
2024 Q3	$5.46M	Sell	182,000 -43,000	-19%	-$1.21M	0.56%	56
2024 Q2	$5.37M	Buy	225,000 +71,000	+46%	+$1.66M	0.53%	62
2024 Q1	$3.66M	Buy	+154,000	New	+$3.3M	0.36%	75

Other funds holding TBBB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Atika Capital Management's TBBB Position: Q1 2026 in Review

Atika Capital Management reduced its BBB Foods (TBBB) stake by 33% in Q1 2026, selling an estimated $1.65M and leaving 95,218 shares worth $3.37M. The position accounts for 0.42% of the portfolio, ranked #52.

Atika Capital Management first reported a position in TBBB in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.24M in Q4 2024. 127 funds tracked by Wall St. Rank hold TBBB as of Q1 2026.

Atika Capital Management held 95,218 shares of BBB Foods worth $3.37M as of Q1 2026.
Atika Capital Management sold 47,064 BBB Foods shares in Q1 2026, an estimated $1.65M.
BBB Foods made up 0.42% of Atika Capital Management's portfolio in Q1 2026, its #52 holding.
Atika Capital Management first reported a position in BBB Foods in Q1 2024 and has held it in 9 quarters since.
Atika Capital Management's BBB Foods position peaked at $6.24M in Q4 2024.
127 funds tracked by Wall St. Rank held BBB Foods as of Q1 2026.

Based on Atika Capital Management's 13F filing for Q1 2026, filed 14 May 2026.