Gilder Gagnon Howe & Co’s BBB Foods TBBB Stock Holding History

Gilder Gagnon Howe & Co’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	$90.3M	Buy	2,554,224 +42,814	+2%	+$1.5M	1.08%	31
2025 Q4	$83.9M	Sell	2,511,410 -37,285	-1%	-$1.11M	0.89%	36
2025 Q3	$68.7M	Sell	2,548,695 -290,174	-10%	-$7.54M	0.7%	43
2025 Q2	$78.8M	Buy	2,838,869 +4,699	+0.2%	+$132K	0.84%	38
2025 Q1	$75.6M	Sell	2,834,170 -19,736	-0.7%	-$550K	0.99%	34
2024 Q4	$80.7M	Buy	2,853,906 +84,482	+3%	+$2.63M	0.87%	37
2024 Q3	$83.1M	Buy	2,769,424 +108,053	+4%	+$3.03M	0.99%	31
2024 Q2	$63.5M	Buy	2,661,371 +1,702,816	+178%	+$39.9M	0.8%	38
2024 Q1	$22.8M	Buy	+958,555	New	+$20.6M	0.28%	78

Other funds holding TBBB

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $484B AUM 34.9% 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

1WCM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Gilder Gagnon Howe & Co's TBBB Position: Q1 2026 in Review

Gilder Gagnon Howe & Co increased its BBB Foods (TBBB) stake by 1.7% in Q1 2026, buying an estimated $1.5M and bringing the position to 2,554,224 shares worth $90.3M. The position accounts for 1.08% of the portfolio, ranked #31.

Gilder Gagnon Howe & Co first reported a position in TBBB in Q1 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold TBBB as of Q1 2026.

Gilder Gagnon Howe & Co held 2,554,224 shares of BBB Foods worth $90.3M as of Q1 2026.
Gilder Gagnon Howe & Co bought 42,814 BBB Foods shares in Q1 2026, an estimated $1.5M.
BBB Foods made up 1.08% of Gilder Gagnon Howe & Co's portfolio in Q1 2026, its #31 holding.
Gilder Gagnon Howe & Co first reported a position in BBB Foods in Q1 2024 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held BBB Foods as of Q1 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q1 2026, filed 15 May 2026.