MNSO — MINISO GROUP HLDG LTD
申报持仓市值$342.84M
持有基金数（最新）47
板块Consumer Discretionary
持有基金数 (Q2 2026)18
机构持仓市值$87.70M · 7.27M 股
新建/增持/减仓/清仓1 / 10 / 7 / 2
前五大/前十大集中度75.3% / 98.6%
机构整体持仓变动
增持 +15.9%
(+997.65K 股)
机构持仓市值变动
下降 -13.7%
截至Q2 2026，共 18 家机构在其最新 13F 申报中持有 MNSO（MINISO GROUP HLDG LTD），合计申报市值 $87.70M，对应 7.27M 股。按股数计算较上季度增持 15.9%（+997.65K 股），申报市值环比下降 13.7%。持仓集中度较高：前五大持有人占申报市值的 75.3%，前十大的集中度为 98.6%。
与上一季度相比，1 家新建仓位、10 家加仓、7 家减仓、2 家清仓退出。13F 数据为季末快照，以上变动反映的是 Q2 2026 末的持仓状态，并非实时交易。
MNSO 属于Consumer Discretionary板块。
本页所有数据均来自美国证监会（SEC）13F 季度申报。13F 申报人需在季度结束后 45 天内披露 10 万美元以上的多头持仓；空头、期权对冲与季度内交易不在其列，因此这些数字反映的是机构持仓的季度快照，而非实时仓位。
| 基金 | 季度 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|---|
| Davidson Kempner Capital Management 历史持仓 | Q2 2025 | 75.11M | $71.31M | 1.33% | 新建 |
| Vanguard Group 历史持仓 | Q4 2023 | 3.34M | $68.11M | 0.00% | 减持 |
| Ontario Teachers Pension Plan 历史持仓 | Q2 2022 | 2.95M | $23.16M | 0.33% | 持有 |
| Fidelity International (FIL) 历史持仓 | Q2 2024 | 1.13M | $21.61M | 0.02% | 增持 |
| Marshall Wace 历史持仓 | Q2 2026 | 1.57M | $18.94M | 0.01% | 减持 |
| Point72 Asset Management 历史持仓 | Q2 2026 | 1.11M | $13.38M | 0.01% | 增持 |
| UBS Group AG 历史持仓 | Q2 2026 | 1.06M | $12.83M | 0.00% | 增持 |
| CPP Investments 历史持仓 | Q2 2024 | 667.34K | $12.73M | 0.01% | 减持 |
| Millennium Management 历史持仓 | Q2 2026 | 965.41K | $11.64M | 0.00% | 减持 |
| Principal Global Investors 历史持仓 | Q2 2024 | 489.83K | $9.34M | 0.01% | 增持 |
| Goldman Sachs Group 历史持仓 | Q2 2026 | 764.25K | $9.22M | 0.00% | 增持 |
| Causeway Capital Management 历史持仓 | Q4 2023 | 395.97K | $8.08M | 0.21% | 增持 |
| Morgan Stanley 历史持仓 | Q2 2026 | 643.39K | $7.76M | 0.00% | 增持 |
| Wellington Management Group 历史持仓 | Q4 2023 | 304.61K | $6.21M | 0.00% | 减持 |
| BlackRock Inc 历史持仓 | Q2 2026 | 496.92K | $5.99M | 0.00% | 增持 |
| Bridgewater Associates 历史持仓 | Q3 2023 | 222.17K | $5.75M | 0.04% | 增持 |
| Manulife Financial 历史持仓 | Q4 2024 | 215.21K | $5.14M | 0.01% | 增持 |
| Hillhouse Capital (HHLR Advisors) 历史持仓 | Q1 2023 | 242.70K | $4.31M | 0.08% | 减持 |
| Greenwoods Asset Management 历史持仓 | Q4 2023 | 157.60K | $3.22M | 0.12% | 持有 |
| Legal & General Investment Management America 历史持仓 | Q2 2026 | 263.57K | $3.18M | 0.00% | 减持 |
新建仓（Q2 2026)
- JPMorgan Chase & Co 14.22K 股 · $170.13K
完全清仓（较上季）
- D. E. Shaw & Co 卖出 21.34K 股 · $345.74K
- Balyasny Asset Management 卖出 10.12K 股 · $164.03K
基金持仓历史 — 各季度股数（前 20 只基金）
| 基金 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marshall Wace | 15.62K | 17.66K | — | 140.92K | 1.03M | 232.08K | — | 125.84K | 1.60M | 3.03M | 3.80M | 2.29M | 1.26M | 74.41K | 768.91K | 1.78M | 1.71M | 1.98M | 1.95M | 1.57M |
| Point72 Asset Management | 52.70K | 181.10K | 12.40K | 204.90K | — | 563.70K | 320.80K | — | 27.70K | 268.70K | 467.48K | 1.11M | 121.21K | — | — | — | 606.00K | 852.97K | 544.96K | 1.11M |
| UBS Group AG | 716 | 2.03K | 7.64K | — | 10.69K | 12.11K | 198.24K | 291.83K | 223.61K | 57.46K | 754.98K | 1.29M | 1.75M | 2.09M | 4.25M | 2.52M | 1.69M | 1.21M | 865.67K | 1.06M |
| Millennium Management | 292.09K | 565.09K | 218.34K | 266.52K | 58.32K | 63.33K | 95.83K | 375.07K | 227.17K | 136.87K | 239.65K | 182.04K | 727.31K | 176.97K | 118.35K | 363.34K | 971.88K | 1.34M | 1.69M | 965.41K |
| Goldman Sachs Group | 1.40M | 1.63M | 1.58M | 1.81M | 2.77M | 1.45M | 1.36M | 1.17M | 411.86K | 310.00K | 367.80K | 342.34K | 222.94K | 310.34K | 315.42K | 329.46K | 270.17K | 248.11K | 156.74K | 764.25K |
| Morgan Stanley | 1.22M | 2.13M | 2.22M | 2.15M | 1.95M | 1.93M | 2.45M | 2.47M | 669.66K | 1.23M | 429.65K | 3.03M | 2.59M | 2.67M | 2.62M | 1.25M | 577.42K | 439.60K | 275.24K | 643.39K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 350.88K | 369.51K | 213.50K | 92.31K | 166.28K | 177.53K | 185.10K | 496.92K |
| Legal & General Investment Management America | 286.10K | 410.71K | 421.81K | 237.26K | 229.10K | 274.57K | 490.05K | 566.80K | 488.44K | 621.34K | 528.79K | 556.67K | 556.23K | 354.20K | 354.14K | 352.47K | 352.47K | 274.95K | 273.14K | 263.57K |
| Citadel Advisors | 141.15K | 1.07M | 158.90K | 98.20K | 206.90K | 556.06K | 81.87K | 68.86K | 194.37K | 367.65K | 46.31K | 173.26K | 334.58K | 119.60K | 168.06K | 363.02K | 253.77K | 205.32K | 184.39K | 233.31K |
| Bank of America Corp | 8.29K | 7.88K | 6.03K | 12.15K | 6.74K | 12.97K | 250.51K | 462.56K | 581.45K | 162.24K | 576.96K | 434.37K | 2.73M | 276.45K | 490.65K | 220.87K | 113.00K | 168.63K | 37.88K | 57.88K |
| Renaissance Technologies | — | — | 64.90K | 173.90K | 591.50K | 325.10K | 418.60K | 436.90K | 210.60K | 540.70K | 298.80K | 187.00K | 322.10K | 69.30K | — | — | — | — | 29.52K | 38.11K |
| Invesco Ltd | 56.42K | 62.19K | 103.90K | 120.76K | 120.67K | 109.38K | 117.21K | 100.31K | 107.03K | 78.65K | 67.45K | 53.40K | 45.73K | 39.96K | 28.32K | 22.89K | 22.82K | 25.80K | 22.49K | 20.63K |
| Northern Trust Corp | 12.59K | 12.52K | 12.85K | 12.49K | 23.03K | 65.40K | 297.59K | 300.06K | 291.03K | 20.85K | 21.40K | 23.35K | 23.45K | 24.23K | 23.53K | 22.04K | 20.85K | 22.77K | 20.10K | 19.70K |
| JPMorgan Chase & Co | 21.36K | — | — | — | 3.40K | — | 294.08K | 231.07K | 150.00K | 613.79K | 20.16K | 477.96K | 20.18K | 16 | 10 | 10 | 10 | 25 | — | 14.22K |
| PNC Financial Services | 50.00K | — | — | — | — | — | 492 | 516 | 1.01K | 359 | 207 | 367 | 541 | 640 | 802 | 1.93K | 2.48K | 3.59K | 4.84K | 4.68K |
| Citigroup Inc | 6.86K | 4.83K | 847 | 834 | — | — | 48.41K | 22.01K | 13.16K | 112.80K | 148.15K | 59.71K | 390.29K | 266 | 285 | 148 | 193 | 413 | 118 | 3.29K |
| Fidelity Management & Research (FMR) | — | — | — | 112 | 112 | 55 | 55 | 14.73K | 18.31K | 343 | 1.95K | 1.25K | 4.14K | 4.24K | 3.83K | 1.08K | 1.24K | 1.57K | 1.95K | 2.36K |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | — | — | 215 | 414 | 746 | 597 | 886 | 1.19K | 1.59K | 253 |
| Balyasny Asset Management | 57.83K | — | — | — | — | 28.55K | 110.00K | 93.85K | — | — | — | — | — | — | — | 208.72K | 32.96K | 115.42K | 10.12K | — |
| D. E. Shaw & Co | — | — | 103.08K | 152.32K | — | 384.98K | 941.51K | 1.24M | 1.21M | 847.32K | 34.96K | — | — | 9.65K | — | — | — | — | 21.34K | — |
▲ 低买（基金新建/增持，下一季股价上涨 ≥5%） ▼ 高卖（基金减持，下一季股价下跌 ≥5%）
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