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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, Q2 2022

Institutional positions in Full Truck Alliance Co. Ltd. as of Jun 30, 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
109
+21 vs. Q1 2022
Shares held
390.2M
+30.5M (+8.5%) vs. Q1 2022
Total value
$3.53B
+$1.13B (+47.1%) vs. Q1 2022
New holders
33
38 more added
Sold out
12
21 more reduced

Compare with Q1 2022: 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 holdersQ2 2022: 109 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 heldQ2 2022: $3.53B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q1 2022.

Institutions holding YMM in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
All-Stars Investment Ltd44,795,814$405.9M97.78%−4,297,649−8.8%Reduced
Farallon Capital Management, L.L.C.39,675,743$359.5M2.11%+16,497,000+71.2%Added
Krane Funds Advisors LLC37,603,686$340.7M12.15%+8,277,151+28.2%Added
SC China Holding Ltd36,507,597$330.8M30.53%00.0%Unchanged
SC US (TTGP), Ltd.32,209,496$291.8M3.40%00.0%Unchanged
Vanguard Group Inc23,073,533$209.0M0.01%+2,779,583+13.7%Added
Baillie Gifford & Co15,886,582$143.9M0.15%−6,501,828−29.0%Reduced
Alkeon Capital Management LLC14,222,710$128.9M0.77%+5,450,000+62.1%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management12,828,014$116.2M5.18%+5,744,951+81.1%Added
Bamco Inc12,292,582$111.4M0.36%+42,846+0.3%Added
Janus Henderson Group PLC11,306,388$102.4M0.07%+6,764,000+148.9%Added
Ward Ferry Management (BVI) Ltd8,771,255$79.5M7.47%+5,102,000+139.0%Added
Norges Bank8,074,855$73.2M0.02%+3,076,597+61.6%Added
FIL Ltd7,767,551$70.4M0.08%+2,360,432+43.7%Added
Jennison Associates LLC6,712,638$60.8M0.06%−24,954−0.4%Reduced
Genesis Fortune Ltd6,708,107$60.8M96.80%00.0%Unchanged
E Fund Management Co., Ltd.5,855,708$53.1M4.81%−162,015−2.7%Reduced
Ontario Teachers Pension Plan Board4,813,157$43.6M0.61%+500,000+11.6%Added
JPMorgan Chase & Co3,529,122$32.0M0.00%+3,172,715+890.2%Added
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)3,401,100$30.8M0.66%−6,189,842−64.5%Reduced
Carmignac Gestion3,024,404$27.3M0.58%+3,024,404New
Sequoia China Equity Partners (Hong Kong) Ltd3,000,000$27.2M18.37%+500,000+20.0%Added
Legal & General Group Plc2,911,433$26.4M0.01%+61,560+2.2%Added
Ameriprise Financial Inc2,605,075$23.6M0.01%+2,605,075New
HSBC Holdings PLC2,366,383$21.2M0.03%−431,787−15.4%Reduced
Ci Investments Inc.2,316,693$21.0M0.10%−3,409−0.1%Reduced
Canada Pension Plan Investment Board2,129,200$19.3M0.03%00.0%Unchanged
Quinn Opportunity Partners LLC1,929,260$17.5M1.61%−224,583−10.4%Reduced
Macquarie Group Ltd1,892,745$17.1M0.02%00.0%Unchanged
Goldman Sachs Group Inc1,752,100$15.9M0.00%−5,978,974−77.3%Reduced
Matthews International Capital Management LLC1,742,563$15.8M2.27%+504,300+40.7%Added
State Street Corp1,609,422$14.6M0.00%+332,622+26.1%Added
Tiger Global Management LLCSuperinvestorTiger Global Management1,532,470$13.9M0.12%−6,344,237−80.5%Reduced
Long Corridor Asset Management Ltd1,530,000$13.9M11.69%+1,530,000New
Highlander Partners, L.P.1,279,800$11.6M15.26%+212,000+19.9%Added
California Public Employees Retirement System1,181,477$10.7M0.01%+129,449+12.3%Added
Cubist Systematic Strategies, LLC1,157,807$10.5M0.08%+134,670+13.2%Added
Morgan Stanley1,126,288$10.2M0.00%−1,038,889−48.0%Reduced
Lake Street Advisors Group, LLC1,086,838$9.85M0.70%00.0%Unchanged
Barclays PLC1,066,177$9.66M0.01%+1,066,177New
Indus Capital Partners, LLC1,051,123$9.52M5.72%+1,051,123New
GAM Holding AG957,872$8.68M0.58%+957,872New
HarbourVest Partners LLC957,580$8.68M2.85%00.0%Unchanged
Point72 Hong Kong Ltd887,900$8.04M0.52%−1,532,365−63.3%Reduced
Charles Schwab Investment Management Inc873,599$7.92M0.00%+106,514+13.9%Added
Millennium Management LLC778,420$7.05M0.01%+762,962+4,935.7%Added
Collaborative Holdings Management LP726,000$6.58M7.96%+726,000New
BlackRock Inc.713,559$6.46M0.00%−6,720−0.9%Reduced
Tairen Capital Ltd713,000$6.46M1.48%+713,000New
MIC Capital Management UK LLP630,697$5.71M1.12%00.0%Unchanged
Old Mission Capital LLC616,413$5.58M0.18%+616,413New
Parkwood LLC543,421$4.92M0.98%00.0%Unchanged
Balyasny Asset Management LLC507,276$4.60M0.02%+104,551+26.0%Added
ExodusPoint Capital Management, LP474,676$4.30M0.06%+474,676New
Jane Street Group, LLC432,037$3.91M0.01%+432,037New
UBS Group AG428,001$3.88M0.00%+85,001+24.8%Added
Octahedron Capital Management L.P.421,000$3.81M3.09%+151,000+55.9%Added
Optimas Capital Ltd420,900$3.81M4.68%+420,900New
AnglePoint Asset Management Ltd361,700$3.28M3.82%+361,700New
Pictet Asset Management SA336,064$3.04M0.00%−150,936−31.0%Reduced
Renaissance Capital LLC288,492$2.61M1.39%+110,049+61.7%Added
D. E. Shaw & Co., Inc.285,272$2.58M0.00%−2,574,864−90.0%Reduced
Alden Global Capital LLC255,600$2.32M17.44%+255,600New
HRT Financial LP222,259$2.01M0.02%+222,259New
Credit Suisse AG200,000$1.81M0.00%+200,000New
Platinum Investment Management Ltd199,091$1.80M0.07%00.0%Unchanged
Pinpoint Asset Management Ltd191,523$1.74M0.72%00.0%Unchanged
Trivest Advisors Ltd180,000$1.63M0.35%+180,000New
Mirae Asset Global Investments Co., Ltd.146,343$1.32M0.00%+34,689+31.1%Added
Davidson Kempner Capital Management LP125,282$1.14M0.02%+18,509+17.3%Added
First Trust Advisors LP121,216$1.10M0.00%+61,916+104.4%Added
UBS Asset Management Americas Inc113,200$1.03M0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.100,000$906.0K0.00%+100,000New
E Fund Management (Hong Kong) Co., Ltd.98,641$894.0K0.62%+98,641New
Franklin Resources Inc96,242$872.0K0.00%+4,152+4.5%Added
Susquehanna International Group, LLP94,235$854.0K0.00%+42,838+83.3%Added
Parametrica Management Ltd94,738$849.0K0.92%+94,738New
Deutsche Bank AG86,303$782.0K0.00%+30,509+54.7%Added
Belvedere Trading LLC82,990$739.0K0.80%+82,990New
Northern Trust Corp74,652$676.0K0.00%00.0%Unchanged
SEI Investments Co70,874$642.0K0.00%00.0%Unchanged
Citadel Advisors LLC68,242$618.0K0.00%+4,015+6.3%Added
Keywise Capital Management (HK) Ltd58,700$532.0K0.46%+44,200+304.8%Added
China Universal Asset Management Co., Ltd.52,100$472.0K0.20%+52,100New
Tudor Investment Corp Et Al43,390$393.0K0.01%+7,145+19.7%Added
Ieq Capital, LLC37,561$340.0K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.34,626$314.0K0.01%+34,626New
XTX Topco Ltd32,426$294.0K0.12%+22,345+221.7%Added
Bluefin Capital Management, LLC30,245$249.0K0.03%+30,245New
Hexagon Capital Partners LLC27,319$248.0K0.07%−2,600−8.7%Reduced
Aperture Investors, LLC23,190$210.0K0.04%+23,190New
Tower Research Capital LLC (TRC)21,186$192.0K0.00%+20,735+4,597.6%Added
BI Asset Management Fondsmaeglerselskab A/S20,955$190.0K0.01%+20,955New
Caisse de Depot Et Placement du Quebec20,400$185.0K0.00%+300+1.5%Added
Squarepoint Ops LLC20,312$184.0K0.00%−9,972−32.9%Reduced
Citigroup Inc15,841$144.0K0.00%−118,511−88.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.13,349$121.0K0.00%+13,349New
JustInvest LLC13,117$119.0K0.01%+2,514+23.7%Added
Employees Provident Fund Board10,928$99.0K0.00%−2,882,799−99.6%Reduced
Jasper Ridge Partners, L.P.10,326$94.0K0.01%00.0%Unchanged