AiSiWhale

AI & tech investing

MMBG INVESTMENT ADVISORS CO.

CIK 1765876

13F filing for Q2 2026・No. 2,207

Holdings
US$1.26B
Quarter change
+US$174.81M
Entries
177
Net bought (estimate)
+US$9.71M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 12
  • Sold out 7
  • Cut 42
  • Added 45
  • Corporate actions 0
  • Unchanged 78

Largest holdings

177 stocks worth US$1.26B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$121.84M9.64%
GOOGLAlphabetCAP STK CL ACutUS$113.91M9.02%
AMZNAmazonCOMAddedUS$95.17M7.53%
MSFTMicrosoftCOMAddedUS$75.7M5.99%
BETTERWARE DE MEXC S A P I DSHSCutUS$58.72M4.65%
NVDANvidiaCOMAddedUS$54.47M4.31%
METAMetaCL AAddedUS$50.45M3.99%
JPMJPMORGAN CHASE & COCOMAddedUS$49.41M3.91%
MUMicronCOMCutUS$37.52M2.97%
GSGOLDMAN SACHS GROUP INCCOMAddedUS$36.58M2.90%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.