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Orbis Allan Gray’s MINISO MNSO Stock Holding History

Orbis Allan Gray’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
2026
Q2 		$3.07M Sell
254,418
-322,170
-56% -$4.53M 0.01% 96
2026
Q1 		$9.34M Sell
576,588
-1,216,285
-68% -$22.3M 0.04% 88
2025
Q4 		$33.6M Buy
1,792,873
+12,468
+0.7% +$259K 0.14% 71
2025
Q3 		$40.1M Buy
+1,780,405
New +$38M 0.17% 62

Other funds holding MNSO

SCMS
Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HM
HCEP Management Hong Kong $61.3M AUM 30.41% 1-Year Est. Return

Orbis Allan Gray's MNSO Position: Q2 2026 in Review

Orbis Allan Gray reduced its MINISO (MNSO) stake by 56% in Q2 2026, selling an estimated $4.53M and leaving 254,418 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #96.

Orbis Allan Gray first reported a position in MNSO in Q3 2025 and has held it in 4 quarters since. The position peaked at $40.1M in Q3 2025. 100 funds tracked by Wall St. Rank hold MNSO as of Q2 2026.

  • Orbis Allan Gray held 254,418 shares of MINISO worth $3.07M as of Q2 2026.
  • Orbis Allan Gray sold 322,170 MINISO shares in Q2 2026, an estimated $4.53M.
  • MINISO made up 0.01% of Orbis Allan Gray's portfolio in Q2 2026, its #96 holding.
  • Orbis Allan Gray first reported a position in MINISO in Q3 2025 and has held it in 4 quarters since.
  • Orbis Allan Gray's MINISO position peaked at $40.1M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held MINISO as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.