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Carmignac Gestion’s BBB Foods TBBB Stock Holding History

Carmignac Gestion’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
Q2 		$27.9M Buy
670,106
+563,141
+526% +$21.5M 0.36% 40
2026
Q1 		$3.78M Buy
+106,965
New +$3.74M 0.06% 71
2025
Q2 		– Sell
-15,000
Closed -$400K – 170
2025
Q1 		$400K Sell
15,000
-10,000
-40% -$279K 0.01% 136
2024
Q4 		$707K Sell
25,000
-75,000
-75% -$2.34M 0.01% 125
2024
Q3 		$3M Sell
100,000
-40,000
-29% -$1.12M 0.05% 100
2024
Q2 		$3.34M Hold
140,000
– – 0.06% 94
2024
Q1 		$3.33M Buy
+140,000
New +$3M 0.05% 82

Other funds holding TBBB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Carmignac Gestion's TBBB Position: Q2 2026 in Review

Carmignac Gestion increased its BBB Foods (TBBB) stake by 526% in Q2 2026, buying an estimated $21.5M and bringing the position to 670,106 shares worth $27.9M. The position accounts for 0.36% of the portfolio, ranked #40.

Carmignac Gestion first reported a position in TBBB in Q1 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

  • Carmignac Gestion held 670,106 shares of BBB Foods worth $27.9M as of Q2 2026.
  • Carmignac Gestion bought 563,141 BBB Foods shares in Q2 2026, an estimated $21.5M.
  • BBB Foods made up 0.36% of Carmignac Gestion's portfolio in Q2 2026, its #40 holding.
  • Carmignac Gestion first reported a position in BBB Foods in Q1 2024 and has held it in 7 quarters since.
  • 165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.