Miniso Group Holding Ltd-adr (MNSO) 13F Positioning & Ownership Changes (Q2 2026)

MNSO ranks #4580 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

MNSO is a disclosed holding of Steve Cohen (Point72 Asset Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

MNSO is a top-conviction position for HCEP Management Ltd — at 11.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MNSO belongs to Serenity Capital Management Pte. LTD., but the position matters far more to HCEP Management Ltd, who has 11.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BNP Paribas Financial Markets has added to its MNSO position for two straight quarters, increasing it by $1.7M to reach $1.7M today.

Orbis Allan Gray Ltd has trimmed its MNSO position for two straight quarters, cutting it by $30.5M while still holding $3.1M.

MNSO is down 4.4% today, but institutions show net buying of $11.6M this quarter — a divergence between today's price move and the underlying institutional flow.

MNSO closed its latest fiscal year with net income of $1.2B.

• Profitable — net income of $1.2B in the latest fiscal year
• Revenue grew 26.2% year over year
• Net income declined year over year, from $2.6B to $1.2B
• Generated $2.6B in positive operating cash flow
• Current ratio of 1.66x — enough short-term assets to cover short-term liabilities
• Total liabilities currently exceed total assets (negative shareholder equity)