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Full Truck Alliance Co. Ltd.

YMM
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001838413

No open-market purchases or sales by Full Truck Alliance Co. Ltd. insiders were filed in the last 90 days; 245 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; Greenwoods Asset Management is the only superinvestor holding it.

13F holders, Q1 2022

Institutional positions in Full Truck Alliance Co. Ltd. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
88
−8 vs. Q4 2021
Shares held
359.7M
+53.8M (+17.6%) vs. Q4 2021
Total value
$2.40B
−$162.1M (−6.3%) vs. Q4 2021
New holders
26
35 more added
Sold out
34
18 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting YMM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 88 institutions
Q1 2021: 0 institutionsQ2 2021: 67 institutionsQ3 2021: 57 institutionsQ4 2021: 97 institutionsQ1 2022: 88 institutionsQ2 2022: 109 institutionsQ3 2022: 105 institutionsQ4 2022: 126 institutionsQ1 2023: 133 institutionsQ2 2023: 118 institutionsQ3 2023: 121 institutionsQ4 2023: 149 institutionsQ1 2024: 146 institutionsQ2 2024: 177 institutionsQ3 2024: 170 institutionsQ4 2024: 195 institutionsQ1 2025: 247 institutionsQ2 2025: 229 institutionsQ3 2025: 229 institutionsQ4 2025: 211 institutionsQ1 2026: 203 institutionsQ2 2026: 245 institutions
Value heldQ1 2022: $2.40B
Q1 2021: $0Q2 2021: $1.80BQ3 2021: $1.54BQ4 2021: $2.56BQ1 2022: $2.40BQ2 2022: $3.53BQ3 2022: $2.65BQ4 2022: $3.60BQ1 2023: $3.49BQ2 2023: $2.73BQ3 2023: $3.10BQ4 2023: $3.25BQ1 2024: $3.66BQ2 2024: $4.39BQ3 2024: $4.84BQ4 2024: $6.93BQ1 2025: $8.32BQ2 2025: $7.93BQ3 2025: $9.24BQ4 2025: $7.98BQ1 2026: $5.96BQ2 2026: $6.01B
Institutions holding YMM and their total value by quarter
QuarterHoldersValue
Q2 2026245$6.01B
Q1 2026203$5.96B
Q4 2025211$7.98B
Q3 2025229$9.24B
Q2 2025229$7.93B
Q1 2025247$8.32B
Q4 2024195$6.93B
Q3 2024170$4.84B
Q2 2024177$4.39B
Q1 2024146$3.66B
Q4 2023149$3.25B
Q3 2023121$3.10B
Q2 2023118$2.73B
Q1 2023133$3.49B
Q4 2022126$3.60B
Q3 2022105$2.65B
Q2 2022109$3.53B
Q1 202288$2.40B
Q4 202197$2.56B
Q3 202157$1.54B
Q2 202167$1.80B
Q1 20210$0

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q4 2021.

Institutions holding YMM in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
All-Stars Investment Ltd49,093,463$327.5M98.64%00.0%Unchanged
SC China Holding Ltd36,507,597$243.5M30.39%00.0%Unchanged
SC US (TTGP), Ltd.32,209,496$214.8M1.37%00.0%Unchanged
Krane Funds Advisors LLC29,326,535$195.6M8.09%+6,129,303+26.4%Added
Farallon Capital Management, L.L.C.23,178,743$154.6M0.85%+9,171,000+65.5%Added
Baillie Gifford & Co22,388,410$149.3M0.10%+51,822+0.2%Added
Vanguard Group Inc20,293,950$135.4M0.00%+17,507,555+628.3%Added
Bamco Inc12,249,736$81.7M0.20%+5,705,841+87.2%Added
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)9,590,942$64.0M1.34%+9,590,942New
Alkeon Capital Management LLC8,772,710$58.5M0.26%+2,459,242+39.0%Added
Tiger Global Management LLCSuperinvestorTiger Global Management7,876,707$52.5M0.20%−3,590,000−31.3%Reduced
Goldman Sachs Group Inc7,731,074$51.6M0.01%−1,929,351−20.0%Reduced
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management7,083,063$47.2M2.03%+5,688,515+407.9%Added
Jennison Associates LLC6,737,592$44.9M0.03%+5,416,413+410.0%Added
Genesis Fortune Ltd6,708,107$44.7M91.85%00.0%Unchanged
E Fund Management Co., Ltd.6,017,723$40.1M1.31%+1,397,700+30.3%Added
FIL Ltd5,407,119$36.1M0.04%+177,260+3.4%Added
Norges Bank4,998,258$33.3M0.01%+4,522,504+950.6%Added
Prime Capital Management Co Ltd4,610,251$30.8M13.09%+1,220,612+36.0%Added
Janus Henderson Group PLC4,542,388$30.3M0.01%+1,866,642+69.8%Added
Ontario Teachers Pension Plan Board4,313,157$28.8M0.35%−950,000−18.1%Reduced
Ward Ferry Management (BVI) Ltd3,669,255$24.5M2.62%00.0%Unchanged
HSBC Holdings PLC2,798,170$19.4M0.03%+31,023+1.1%Added
Employees Provident Fund Board2,893,727$19.3M0.33%+1,393,727+92.9%Added
D. E. Shaw & Co., Inc.2,860,136$19.1M0.03%+1,212,851+73.6%Added
Legal & General Group Plc2,849,873$19.0M0.01%+1,835,267+180.9%Added
Bank of America Corp2,649,796$17.7M0.00%−4,780,462−64.3%Reduced
Sequoia China Equity Partners (Hong Kong) Ltd2,500,000$16.7M10.91%−111,580−4.3%Reduced
Point72 Hong Kong Ltd2,420,265$16.1M1.49%+2,420,265New
Ci Investments Inc.2,320,102$15.5M0.06%00.0%Unchanged
Morgan Stanley2,165,177$14.4M0.00%−888,074−29.1%Reduced
Quinn Opportunity Partners LLC2,153,843$14.4M0.85%+663,969+44.6%Added
Canada Pension Plan Investment Board2,129,200$14.2M0.02%+479,300+29.1%Added
Segantii Capital Management Ltd1,965,000$13.1M0.49%00.0%Unchanged
Macquarie Group Ltd1,892,745$12.6M0.01%+1,892,745New
State Street Corp1,276,800$8.52M0.00%+1,142,900+853.5%Added
Matthews International Capital Management LLC1,238,263$8.26M1.14%+703,763+131.7%Added
Lake Street Advisors Group, LLC1,086,838$7.25M0.46%+1,086,838New
Highlander Partners, L.P.1,067,800$7.12M8.93%+269,800+33.8%Added
California Public Employees Retirement System1,052,028$7.02M0.01%+1,052,028New
Cubist Systematic Strategies, LLC1,023,137$6.82M0.06%+703,555+220.1%Added
HarbourVest Partners LLC957,580$6.39M1.30%+957,580New
Charles Schwab Investment Management Inc767,085$5.12M0.00%+658,078+603.7%Added
BlackRock Inc.720,279$4.80M0.00%+480,768+200.7%Added
MIC Capital Management UK LLP630,697$4.21M0.82%00.0%Unchanged
Parkwood LLC543,421$3.63M0.61%+543,421New
Pictet Asset Management SA487,000$3.25M0.00%00.0%Unchanged
Balyasny Asset Management LLC402,725$2.69M0.01%−256,864−38.9%Reduced
Liberty Mutual Group Asset Management Inc.361,011$2.41M0.08%+361,011New
JPMorgan Chase & Co356,407$2.38M0.00%+66,094+22.8%Added
UBS Group AG343,000$2.29M0.00%+339,648+10,132.7%Added
Octahedron Capital Management L.P.270,000$1.80M0.99%−637,579−70.3%Reduced
Renaissance Technologies LLC237,700$1.58M0.00%−2,087,057−89.8%Reduced
Platinum Investment Management Ltd199,091$1.33M0.04%+57,167+40.3%Added
Pinpoint Asset Management Ltd191,523$1.28M0.53%+191,523New
Renaissance Capital LLC178,443$1.19M0.51%+144,719+429.1%Added
Schonfeld Strategic Advisors LLC156,956$1.05M0.01%+156,956New
Citigroup Inc134,352$896.0K0.00%−18,635−12.2%Reduced
UBS Asset Management Americas Inc113,200$755.0K0.00%+113,200New
Mirae Asset Global Investments Co., Ltd.111,654$745.0K0.00%+9,526+9.3%Added
Davidson Kempner Capital Management LP106,773$712.0K0.01%+106,773New
Franklin Resources Inc92,090$614.0K0.00%+92,090New
Northern Trust Corp74,652$498.0K0.00%+74,652New
SEI Investments Co70,874$473.0K0.00%+12,182+20.8%Added
Citadel Advisors LLC64,227$428.0K0.00%−853,125−93.0%Reduced
First Trust Advisors LP59,300$396.0K0.00%−2,758−4.4%Reduced
Deutsche Bank AG55,794$372.0K0.00%+10,525+23.2%Added
Susquehanna International Group, LLP51,397$343.0K0.00%−557−1.1%Reduced
Ieq Capital, LLC37,561$251.0K0.01%+37,561New
Tudor Investment Corp Et Al36,245$242.0K0.01%−151,060−80.6%Reduced
Point72 Asset Management, L.P.33,800$225.0K0.00%+33,800New
Squarepoint Ops LLC30,284$202.0K0.00%−123,480−80.3%Reduced
Hexagon Capital Partners LLC29,919$200.0K0.05%+29,919New
Quantbot Technologies LP29,722$198.0K0.02%+29,722New
Simplex Trading, LLC27,914$186.0K0.01%+24,684+764.2%Added
Caisse de Depot Et Placement du Quebec20,100$134.0K0.00%+20,100New
Millennium Management LLC15,458$103.0K0.00%−1,058,807−98.6%Reduced
Keywise Capital Management (HK) Ltd14,500$97.0K0.05%+14,500New
Dymon Asia Capital (Singapore) Pte. Ltd.14,500$97.0K0.07%+14,500New
JustInvest LLC10,603$71.0K0.00%+10,603New
Jasper Ridge Partners, L.P.10,326$69.0K0.00%+10,326New
XTX Topco Ltd10,081$67.0K0.03%+10,081New
Neumann Advisory Hong Kong Ltd7,338$49.0K0.01%−3,692−33.5%Reduced
Leonteq Securities AG3,748$25.0K0.00%+516+16.0%Added
Tower Research Capital LLC (TRC)451$3.00K0.00%−96,308−99.5%Reduced
Cutler Group LP450$3.00K0.00%+150+50.0%Added
Rockefeller Capital Management L.P.171$1.00K0.00%+171New
Global Retirement Partners, LLC84$00.00%+84New
Anatole Investment Management Ltd0$00.00%−3,948,041−100.0%Sold out
Green Court Capital Management Ltd0$00.00%−3,890,675−100.0%Sold out
Tiger Pacific Capital LP0$00.00%−1,971,572−100.0%Sold out
Jane Street Group, LLC0$00.00%−1,851,779−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,111,766−100.0%Sold out
Caas Capital Management LP0$00.00%−1,001,294−100.0%Sold out
GAM Holding AG0$00.00%−839,559−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−550,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−543,233−100.0%Sold out
China Universal Asset Management Co., Ltd.0$00.00%−524,525−100.0%Sold out
HRT Financial LP0$00.00%−479,937−100.0%Sold out
Seven Eight Capital, LP0$00.00%−275,180−100.0%Sold out