Filed: 11/7/2025ACC: 0001765876-25-000007
📋 What this filing means
MMBG INVESTMENT ADVISORS CO. filed this quarterly 13F‑HR report disclosing 179 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$1.13B
Total AUM (reported)
11.52M
Total Shares
Allocation by class
COM$594.15M52.6%
CL A$80.72M7.1%
CAP STK CL A$79.96M7.1%
SHS NEW$55.18M4.9%
SBI HEALTHCARE$27.76M2.5%
CAP STK CL C$27.63M2.4%
SPONSORED ADS$20.53M1.8%
Portfolio Concentration
Top 3$283.65M25.1%
4–10$342.92M30.4%
11–25$217.12M19.2%
Rest$285.93M25.3%
Top 3 weight
25.1%
Top 10 weight
55.5%
Voting Authority Distribution
Total shares with voting rights: 11.52M
Sole
Full voting authority
11.52M
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)
Sole179
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings179
Rows:
APPLE INC
SOLEShares403.92K
TypeSH
Market value$102.85M
9.10%
Sole
403.92K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares186.27K
TypeSH
Market value$96.48M
8.54%
Sole
186.27K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares384.03K
TypeSH
Market value$84.32M
7.46%
Sole
384.03K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares328.92K
TypeSH
Market value$79.96M
7.08%
Sole
328.92K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares81.25K
TypeSH
Market value$59.67M
5.28%
Sole
81.25K
Shared
0.00
None
0.00
BETTERWARE DE MXC S A B DE C
SOLEShares4.10M
TypeSH
Market value$55.18M
4.88%
Sole
4.10M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares251.96K
TypeSH
Market value$47.01M
4.16%
Sole
251.96K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares144.91K
TypeSH
Market value$45.71M
4.05%
Sole
144.91K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares199.49K
TypeSH
Market value$27.76M
2.46%
Sole
199.49K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares113.43K
TypeSH
Market value$27.63M
2.45%
Sole
113.43K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares34.25K
TypeSH
Market value$27.27M
2.41%
Sole
34.25K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares79.63K
TypeSH
Market value$18.90M
1.67%
Sole
79.63K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares52.90K
TypeSH
Market value$17.45M
1.55%
Sole
52.90K
Shared
0.00
None
0.00
WALMART INC
SOLEShares168.06K
TypeSH
Market value$17.32M
1.53%
Sole
168.06K
Shared
0.00
None
0.00
VISA INC
SOLEShares45.64K
TypeSH
Market value$15.58M
1.38%
Sole
45.64K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares165.28K
TypeSH
Market value$14.09M
1.25%
Sole
165.28K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares41.11K
TypeSH
Market value$13.42M
1.19%
Sole
41.11K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares19.22K
TypeSH
Market value$12.84M
1.14%
Sole
19.22K
Shared
0.00
None
0.00
CEMEX SAB DE CV
SOLEShares1.39M
TypeSH
Market value$12.49M
1.11%
Sole
1.39M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares238.41K
TypeSH
Market value$12.30M
1.09%
Sole
238.41K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares79.69K
TypeSH
Market value$11.84M
1.05%
Sole
79.69K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares120.68K
TypeSH
Market value$11.82M
1.05%
Sole
120.68K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares40.30K
TypeSH
Market value$11.29M
1.00%
Sole
40.30K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares17.23K
TypeSH
Market value$10.58M
0.94%
Sole
17.23K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares59.22K
TypeSH
Market value$9.91M
0.88%
Sole
59.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 403.92K | SH | $102.85M 9.10% | 403.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 186.27K | SH | $96.48M 8.54% | 186.27K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 384.03K | SH | $84.32M 7.46% | 384.03K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 328.92K | SH | $79.96M 7.08% | 328.92K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 81.25K | SH | $59.67M 5.28% | 81.25K | 0.00 | 0.00 |
BETTERWARE DE MXC S A B DE CSOLE | SHS NEW | 4.10M | SH | $55.18M 4.88% | 4.10M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 251.96K | SH | $47.01M 4.16% | 251.96K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 144.91K | SH | $45.71M 4.05% | 144.91K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 199.49K | SH | $27.76M 2.46% | 199.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 113.43K | SH | $27.63M 2.45% | 113.43K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 34.25K | SH | $27.27M 2.41% | 34.25K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 79.63K | SH | $18.90M 1.67% | 79.63K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 52.90K | SH | $17.45M 1.55% | 52.90K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 168.06K | SH | $17.32M 1.53% | 168.06K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 45.64K | SH | $15.58M 1.38% | 45.64K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 165.28K | SH | $14.09M 1.25% | 165.28K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 41.11K | SH | $13.42M 1.19% | 41.11K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 19.22K | SH | $12.84M 1.14% | 19.22K | 0.00 | 0.00 |
CEMEX SAB DE CVSOLE | SPON ADR NEW | 1.39M | SH | $12.49M 1.11% | 1.39M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 238.41K | SH | $12.30M 1.09% | 238.41K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 79.69K | SH | $11.84M 1.05% | 79.69K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 120.68K | SH | $11.82M 1.05% | 120.68K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 40.30K | SH | $11.29M 1.00% | 40.30K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 17.23K | SH | $10.58M 0.94% | 17.23K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 59.22K | SH | $9.91M 0.88% | 59.22K | 0.00 | 0.00 |
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