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John Overdeck’s MINISO MNSO Stock Holding History

John Overdeck’s Portfolio MNSO Stock Details MNSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-63,363
Closed -$1.51M – 3389
2024
Q4 		$1.51M Buy
+63,363
New +$1.28M ﹤0.01% 1907
2024
Q2 		– Sell
-11,095
Closed -$227K – 3208
2024
Q1 		$227K Sell
11,095
-81,901
-88% -$1.57M ﹤0.01% 2663
2023
Q4 		$1.9M Sell
92,996
-9,099
-9% -$218K ﹤0.01% 1606
2023
Q3 		$2.64M Sell
102,095
-557,153
-85% -$12.4M 0.01% 1224
2023
Q2 		$11.2M Buy
659,248
+213,919
+48% +$3.57M 0.03% 590
2023
Q1 		$7.9M Buy
445,329
+1,383
+0.3% +$22.3K 0.02% 688
2022
Q4 		$4.76M Buy
443,946
+242,079
+120% +$2.03M 0.02% 881
2022
Q3 		$1.11M Buy
201,867
+177,167
+717% +$1.09M ﹤0.01% 1410
2022
Q2 		$194K Sell
24,700
-22,810
-48% -$156K ﹤0.01% 2172
2022
Q1 		$371K Sell
47,510
-78,130
-62% -$719K ﹤0.01% 2143
2021
Q4 		$1.3M Buy
+125,640
New +$1.75M ﹤0.01% 2324

Other funds holding MNSO

KCMH
Keywise Capital Management (HK) Hong Kong $734M AUM 92.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
HM
HCEP Management Hong Kong $61.3M AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM

John Overdeck's MNSO Position: Q1 2025 in Review

John Overdeck sold out of MINISO (MNSO) in Q1 2025, closing a stake of 63,363 shares — an estimated $1.51M sold.

John Overdeck first reported a position in MNSO in Q4 2021 and held it in 11 quarters. The position peaked at $11.2M in Q2 2023. 101 funds tracked by Wall St. Rank hold MNSO as of Q1 2025.

  • John Overdeck reported no remaining MINISO position as of Q1 2025 after selling out during the quarter.
  • John Overdeck sold 63,363 MINISO shares in Q1 2025, an estimated $1.51M.
  • John Overdeck first reported a position in MINISO in Q4 2021 and held it in 11 quarters.
  • John Overdeck's MINISO position peaked at $11.2M in Q2 2023.
  • 101 funds tracked by Wall St. Rank held MINISO as of Q1 2025.

Based on Two Sigma Investments's 13F filing for Q1 2025, filed 15 May 2025.