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 Q2	$105M	Sell	2,517,615 -36,609	-1%	-$1.4M	1.08%	26
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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 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 $32.2B AUM 10.98% 1-Year Est. Return

Gilder Gagnon Howe & Co's TBBB Position: Q2 2026 in Review

Gilder Gagnon Howe & Co reduced its BBB Foods (TBBB) stake by 1.4% in Q2 2026, selling an estimated $1.4M and leaving 2,517,615 shares worth $105M. The position accounts for 1.08% of the portfolio, ranked #26.

Gilder Gagnon Howe & Co first reported a position in TBBB in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Gilder Gagnon Howe & Co held 2,517,615 shares of BBB Foods worth $105M as of Q2 2026.
Gilder Gagnon Howe & Co sold 36,609 BBB Foods shares in Q2 2026, an estimated $1.4M.
BBB Foods made up 1.08% of Gilder Gagnon Howe & Co's portfolio in Q2 2026, its #26 holding.
Gilder Gagnon Howe & Co first reported a position in BBB Foods in Q1 2024 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q2 2026, filed 14 Aug 2026.