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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, Q3 2022

Institutional positions in Full Truck Alliance Co. Ltd. as of Sep 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
105
−4 vs. Q2 2022
Shares held
405.3M
+15.1M (+3.9%) vs. Q2 2022
Total value
$2.65B
−$876.3M (−24.8%) vs. Q2 2022
New holders
20
35 more added
Sold out
24
32 more reduced

Compare with Q2 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 holdersQ3 2022: 105 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 heldQ3 2022: $2.65B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q2 2022.

Institutions holding YMM in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Farallon Capital Management, L.L.C.45,164,743$295.8M1.81%+5,489,000+13.8%Added
All-Stars Investment Ltd44,131,097$289.1M98.19%−664,717−1.5%Reduced
SC China Holding Ltd36,507,597$239.1M25.65%00.0%Unchanged
Krane Funds Advisors LLC33,954,117$222.4M11.53%−3,649,569−9.7%Reduced
SC US (TTGP), Ltd.32,209,496$211.0M2.44%00.0%Unchanged
Vanguard Group Inc23,440,485$153.5M0.00%+366,952+1.6%Added
Baillie Gifford & Co15,870,755$104.0M0.11%−15,827−0.1%Reduced
Alkeon Capital Management LLC14,944,823$97.9M0.67%+722,113+5.1%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management13,564,314$88.8M6.03%+736,300+5.7%Added
Ward Ferry Management (BVI) Ltd11,892,855$77.9M8.88%+3,121,600+35.6%Added
Bamco Inc11,749,265$77.0M0.25%−543,317−4.4%Reduced
Janus Henderson Group PLC9,776,412$64.0M0.05%−1,529,976−13.5%Reduced
Norges Bank8,272,600$54.2M0.01%+197,745+2.4%Added
FIL Ltd8,227,720$53.9M0.07%+460,169+5.9%Added
RWC Asset Advisors (US) LLC7,875,892$51.6M5.14%+7,875,892New
Genesis Fortune Ltd6,708,107$43.9M100.00%00.0%Unchanged
E Fund Management Co., Ltd.6,009,876$39.4M3.66%+154,168+2.6%Added
SB Investment Advisers (UK) Ltd4,337,965$28.4M0.22%+4,337,965New
Jennison Associates LLC4,283,750$28.1M0.03%−2,428,888−36.2%Reduced
JPMorgan Chase & Co3,543,559$23.2M0.00%+14,437+0.4%Added
Ameriprise Financial Inc3,503,419$22.9M0.01%+898,344+34.5%Added
Carmignac Gestion3,499,253$22.9M0.49%+474,849+15.7%Added
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)3,027,100$19.8M0.52%−374,000−11.0%Reduced
Sequoia China Equity Partners (Hong Kong) Ltd3,000,000$19.6M15.33%00.0%Unchanged
Jane Street Group, LLC2,940,876$19.3M0.04%+2,508,839+580.7%Added
Legal & General Group Plc2,768,340$18.1M0.01%−143,093−4.9%Reduced
RWC Asset Management LLP2,588,642$17.0M0.57%+2,588,642New
Ci Investments Inc.2,540,554$16.6M0.09%+223,861+9.7%Added
State Street Corp2,485,465$16.3M0.00%+876,043+54.4%Added
HSBC Holdings PLC2,413,381$15.9M0.03%+46,998+2.0%Added
Matthews International Capital Management LLC1,983,723$13.0M1.89%+241,160+13.8%Added
Macquarie Group Ltd1,872,175$12.3M0.02%−20,570−1.1%Reduced
Long Corridor Asset Management Ltd1,650,000$10.8M10.85%+120,000+7.8%Added
Quinn Opportunity Partners LLC1,523,986$9.98M1.15%−405,274−21.0%Reduced
Goldman Sachs Group Inc1,520,493$9.96M0.00%−231,607−13.2%Reduced
California Public Employees Retirement System1,406,528$9.21M0.01%+225,051+19.0%Added
Highlander Partners, L.P.1,389,000$9.10M13.54%+109,200+8.5%Added
Nomura Holdings Inc1,233,792$8.08M0.08%+1,233,792New
AnglePoint Asset Management Ltd1,117,228$7.32M5.42%+755,528+208.9%Added
Lake Street Advisors Group, LLC1,086,838$7.12M0.52%00.0%Unchanged
Price T Rowe Associates Inc1,046,489$6.86M0.00%+1,046,489New
Russell Investments Group, Ltd.1,010,776$6.62M0.01%+1,010,776New
HarbourVest Partners LLC957,580$6.27M2.05%00.0%Unchanged
Charles Schwab Investment Management Inc881,628$5.78M0.00%+8,029+0.9%Added
GAM Holding AG879,756$5.76M0.44%−78,116−8.2%Reduced
Barclays PLC865,722$5.67M0.01%−200,455−18.8%Reduced
UBS Group AG785,554$5.14M0.00%+357,553+83.5%Added
Susquehanna International Group, LLP761,072$4.99M0.01%+666,837+707.6%Added
Alliancebernstein L.P.727,262$4.76M0.00%+727,262New
BlackRock Inc.723,433$4.74M0.00%+9,874+1.4%Added
Tairen Capital Ltd713,000$4.67M0.53%00.0%Unchanged
SB Global Advisers Ltd694,639$4.55M0.33%+694,639New
Morgan Stanley687,832$4.50M0.00%−438,456−38.9%Reduced
Credit Suisse AG642,819$4.21M0.00%+442,819+221.4%Added
MIC Capital Management UK LLP630,697$4.13M0.74%00.0%Unchanged
Canada Pension Plan Investment Board552,500$3.62M0.01%−1,576,700−74.1%Reduced
Parkwood LLC543,421$3.56M0.76%00.0%Unchanged
Twenty Acre Capital LP537,700$3.52M3.98%+537,700New
Octahedron Capital Management L.P.502,000$3.29M2.69%+81,000+19.2%Added
Indus Capital Partners, LLC466,582$3.06M2.22%−584,541−55.6%Reduced
Balyasny Asset Management LLC446,264$2.92M0.01%−61,012−12.0%Reduced
Perseverance Asset Management International401,183$2.63M1.58%+401,183New
Cubist Systematic Strategies, LLC331,213$2.17M0.02%−826,594−71.4%Reduced
HRT Financial LP275,905$1.81M0.02%+53,646+24.1%Added
E Fund Management (Hong Kong) Co., Ltd.246,209$1.61M1.28%+147,568+149.6%Added
Renaissance Capital LLC242,667$1.59M1.02%−45,825−15.9%Reduced
Harvest Fund Management Co., Ltd241,622$1.58M0.46%+241,622New
Citadel Advisors LLC222,194$1.46M0.00%+153,952+225.6%Added
Optimas Capital Ltd211,500$1.39M1.17%−209,400−49.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.200,000$1.31M0.01%+100,000+100.0%Added
Platinum Investment Management Ltd199,091$1.30M0.05%00.0%Unchanged
Pinpoint Asset Management Ltd191,523$1.25M0.42%00.0%Unchanged
D. E. Shaw & Co., Inc.187,739$1.23M0.00%−97,533−34.2%Reduced
Mirae Asset Global Investments Co., Ltd.131,986$865.0K0.00%−14,357−9.8%Reduced
First Trust Advisors LP115,769$758.0K0.00%−5,447−4.5%Reduced
UBS Asset Management Americas Inc107,000$700.9K0.00%−6,200−5.5%Reduced
Franklin Resources Inc106,543$698.0K0.00%+10,301+10.7%Added
Capital Fund Management S.A.94,607$619.7K0.02%+94,607New
Millennium Management LLC91,420$599.0K0.00%−687,000−88.3%Reduced
Tobam87,652$574.0K0.04%+87,652New
Deutsche Bank AG84,148$551.0K0.00%−2,155−2.5%Reduced
Northern Trust Corp75,644$495.0K0.00%+992+1.3%Added
SEI Investments Co70,874$464.0K0.00%00.0%Unchanged
Belvedere Trading LLC76,755$385.0K0.42%−6,235−7.5%Reduced
Ieq Capital, LLC37,561$246.0K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)37,027$243.0K0.00%+37,027New
Harel Insurance Investments & Financial Services Ltd.33,393$218.0K0.01%−1,233−3.6%Reduced
Hexagon Capital Partners LLC29,619$194.0K0.06%+2,300+8.4%Added
Verition Fund Management LLC20,187$132.0K0.00%+20,187New
Renaissance Technologies LLC18,900$124.0K0.00%+18,900New
JustInvest LLC15,558$102.0K0.00%+2,441+18.6%Added
Two Sigma Securities, LLC12,409$81.0K0.01%+12,409New
Citigroup Inc11,525$75.0K0.00%−4,316−27.2%Reduced
Squarepoint Ops LLC11,322$74.0K0.00%−8,990−44.3%Reduced
Employees Provident Fund Board10,928$71.6K0.00%00.0%Unchanged
Jasper Ridge Partners, L.P.10,326$68.0K0.00%00.0%Unchanged
Neumann Advisory Hong Kong Ltd7,338$48.0K0.02%00.0%Unchanged
Royal Bank of Canada4,537$30.0K0.00%+4,537New
Group One Trading, L.P.2,900$19.0K0.00%00.0%Unchanged
Banque Cantonale Vaudoise2,393$16.0K0.00%−200−7.7%Reduced