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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
Alkeon Capital Management LLC14,222,710$128.9M0.77%+5,450,000+62.1%Added
Baillie Gifford & Co15,886,582$143.9M0.15%−6,501,828−29.0%Reduced
Vanguard Group Inc23,073,533$209.0M0.01%+2,779,583+13.7%Added
SC US (TTGP), Ltd.32,209,496$291.8M3.40%00.0%Unchanged
SC China Holding Ltd36,507,597$330.8M30.53%00.0%Unchanged
Krane Funds Advisors LLC37,603,686$340.7M12.15%+8,277,151+28.2%Added
Farallon Capital Management, L.L.C.39,675,743$359.5M2.11%+16,497,000+71.2%Added
All-Stars Investment Ltd44,795,814$405.9M97.78%−4,297,649−8.8%Reduced
Taikang Asset Management (Hong Kong) Co Ltd404,634––+404,634New
Prime Capital Management Co Ltd0$00.00%−4,610,251−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−1,965,000−100.0%Sold out
Liberty Mutual Group Asset Management Inc.0$00.00%−361,011−100.0%Sold out
Renaissance Technologies LLC0$00.00%−237,700−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−156,956−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−33,800−100.0%Sold out
Quantbot Technologies LP0$00.00%−29,722−100.0%Sold out
Simplex Trading, LLC0$00.00%−27,914−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−14,500−100.0%Sold out
Leonteq Securities AG0$00.00%−3,748−100.0%Sold out
Cutler Group LP0$00.00%−450−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−171−100.0%Sold out