Filed: 4/25/2025ACC: 0001765876-25-000003
📋 What this filing means
MMBG INVESTMENT ADVISORS CO. filed this quarterly 13F‑HR report disclosing 168 equity positions with a total reported market value of $884.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
168
Positions
$884.70M
Total AUM (reported)
11.42M
Total Shares
Allocation by class
COM$462.75M52.3%
CL A$64.72M7.3%
CAP STK CL A$49.91M5.6%
SHS NEW$47.14M5.3%
SBI HEALTHCARE$28.78M3.3%
COM CL A$14.40M1.6%
CAP STK CL C$14.08M1.6%
Portfolio Concentration
Top 3$229.68M26.0%
4–10$251.38M28.4%
11–25$166.86M18.9%
Rest$236.78M26.8%
Top 3 weight
26.0%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 11.42M
Sole
Full voting authority
11.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole168
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings168
Rows:
APPLE INC
SOLEShares415.86K
TypeSH
Market value$92.38M
10.44%
Sole
415.86K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares368.65K
TypeSH
Market value$70.14M
7.93%
Sole
368.65K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares178.91K
TypeSH
Market value$67.16M
7.59%
Sole
178.91K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares322.78K
TypeSH
Market value$49.91M
5.64%
Sole
322.78K
Shared
0.00
None
0.00
BETTERWARE DE MXC S A B DE C
SOLEShares4.15M
TypeSH
Market value$47.14M
5.33%
Sole
4.15M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares81.05K
TypeSH
Market value$46.71M
5.28%
Sole
81.05K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares144.91K
TypeSH
Market value$35.55M
4.02%
Sole
144.91K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares197.13K
TypeSH
Market value$28.78M
3.25%
Sole
197.13K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares218.57K
TypeSH
Market value$23.69M
2.68%
Sole
218.57K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares73.02K
TypeSH
Market value$19.60M
2.21%
Sole
73.02K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares34.10K
TypeSH
Market value$18.63M
2.11%
Sole
34.10K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.30K
TypeSH
Market value$14.12M
1.60%
Sole
40.30K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.10K
TypeSH
Market value$14.08M
1.59%
Sole
90.10K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares23.02K
TypeSH
Market value$12.92M
1.46%
Sole
23.02K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares179.67K
TypeSH
Market value$11.47M
1.30%
Sole
179.67K
Shared
0.00
None
0.00
WALMART INC
SOLEShares129.82K
TypeSH
Market value$11.43M
1.29%
Sole
129.82K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares225.12K
TypeSH
Market value$11.21M
1.27%
Sole
225.12K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares248.37K
TypeSH
Market value$10.36M
1.17%
Sole
248.37K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares104.74K
TypeSH
Market value$10.34M
1.17%
Sole
104.74K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares19.42K
TypeSH
Market value$9.98M
1.13%
Sole
19.42K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares45.44K
TypeSH
Market value$9.61M
1.09%
Sole
45.44K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares97.72K
TypeSH
Market value$9.33M
1.05%
Sole
97.72K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares110.89K
TypeSH
Market value$8.08M
0.91%
Sole
110.89K
Shared
0.00
None
0.00
CEMEX SAB DE CV
SOLEShares1.39M
TypeSH
Market value$7.79M
0.88%
Sole
1.39M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares44.82K
TypeSH
Market value$7.50M
0.85%
Sole
44.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 415.86K | SH | $92.38M 10.44% | 415.86K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 368.65K | SH | $70.14M 7.93% | 368.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 178.91K | SH | $67.16M 7.59% | 178.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 322.78K | SH | $49.91M 5.64% | 322.78K | 0.00 | 0.00 |
BETTERWARE DE MXC S A B DE CSOLE | SHS NEW | 4.15M | SH | $47.14M 5.33% | 4.15M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 81.05K | SH | $46.71M 5.28% | 81.05K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 144.91K | SH | $35.55M 4.02% | 144.91K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 197.13K | SH | $28.78M 3.25% | 197.13K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 218.57K | SH | $23.69M 2.68% | 218.57K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 73.02K | SH | $19.60M 2.21% | 73.02K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 34.10K | SH | $18.63M 2.11% | 34.10K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 40.30K | SH | $14.12M 1.60% | 40.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 90.10K | SH | $14.08M 1.59% | 90.10K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 23.02K | SH | $12.92M 1.46% | 23.02K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 179.67K | SH | $11.47M 1.30% | 179.67K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 129.82K | SH | $11.43M 1.29% | 129.82K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 225.12K | SH | $11.21M 1.27% | 225.12K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 248.37K | SH | $10.36M 1.17% | 248.37K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 104.74K | SH | $10.34M 1.17% | 104.74K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.42K | SH | $9.98M 1.13% | 19.42K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 45.44K | SH | $9.61M 1.09% | 45.44K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 97.72K | SH | $9.33M 1.05% | 97.72K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 110.89K | SH | $8.08M 0.91% | 110.89K | 0.00 | 0.00 |
CEMEX SAB DE CVSOLE | SPON ADR NEW | 1.39M | SH | $7.79M 0.88% | 1.39M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 44.82K | SH | $7.50M 0.85% | 44.82K | 0.00 | 0.00 |
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