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, Q4 2022
Institutional positions in Full Truck Alliance Co. Ltd. as of Dec 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
- 126
- +22 vs. Q3 2022
- Shares held
- 449.5M
- +50.9M (+12.8%) vs. Q3 2022
- Total value
- $3.60B
- +$985.1M (+37.7%) vs. Q3 2022
- New holders
- 37
- 42 more added
- Sold out
- 15
- 33 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 245 | $6.01B |
| Q1 2026 | 203 | $5.96B |
| Q4 2025 | 211 | $7.98B |
| Q3 2025 | 229 | $9.24B |
| Q2 2025 | 229 | $7.93B |
| Q1 2025 | 247 | $8.32B |
| Q4 2024 | 195 | $6.93B |
| Q3 2024 | 170 | $4.84B |
| Q2 2024 | 177 | $4.39B |
| Q1 2024 | 146 | $3.66B |
| Q4 2023 | 149 | $3.25B |
| Q3 2023 | 121 | $3.10B |
| Q2 2023 | 118 | $2.73B |
| Q1 2023 | 133 | $3.49B |
| Q4 2022 | 126 | $3.60B |
| Q3 2022 | 105 | $2.65B |
| Q2 2022 | 109 | $3.53B |
| Q1 2022 | 88 | $2.40B |
| Q4 2021 | 97 | $2.56B |
| Q3 2021 | 57 | $1.54B |
| Q2 2021 | 67 | $1.80B |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| All-Stars Investment Ltd | 44,131,097 | $353.0M | 98.10% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 43,439,743 | $347.5M | 2.25% | −1,725,000−3.8% | Reduced |
| Krane Funds Advisors LLC | 33,043,381 | $264.3M | 10.80% | −910,736−2.7% | Reduced |
| SC US (TTGP), Ltd. | 32,209,496 | $257.7M | 3.40% | 00.0% | Unchanged |
| SC China Holding Ltd | 27,681,263 | $221.5M | 22.44% | −8,826,334−24.2% | Reduced |
| Vanguard Group Inc | 23,759,401 | $190.1M | 0.01% | +318,916+1.4% | Added |
| Baillie Gifford & Co | 15,832,037 | $126.7M | 0.13% | −38,718−0.2% | Reduced |
| Alkeon Capital Management LLC | 15,671,406 | $125.4M | 0.93% | +726,583+4.9% | Added |
| Ward Ferry Management (BVI) Ltd | 13,798,455 | $110.4M | 11.78% | +1,905,600+16.0% | Added |
| RWC Asset Advisors (US) LLC | 13,483,223 | $107.9M | 9.39% | +5,607,331+71.2% | Added |
| Bank of America Corp | 13,332,911 | $106.7M | 0.01% | +13,332,911 | New |
| BlackRock Inc. | 12,487,020 | $99.9M | 0.00% | +11,763,587+1,626.1% | Added |
| Bamco Inc | 11,879,963 | $95.0M | 0.32% | +130,698+1.1% | Added |
| FIL Ltd | 10,664,700 | $85.3M | 0.10% | +2,436,980+29.6% | Added |
| Janus Henderson Group PLC | 9,723,218 | $77.8M | 0.06% | −53,194−0.5% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 9,553,977 | $76.4M | 4.69% | −4,010,337−29.6% | Reduced |
| SB Investment Advisers (UK) Ltd | 8,735,696 | $69.9M | 0.58% | +4,397,731+101.4% | Added |
| Norges Bank | 7,883,137 | $63.1M | 0.02% | −389,463−4.7% | Reduced |
| E Fund Management Co., Ltd. | 5,939,632 | $47.5M | 3.96% | −70,244−1.2% | Reduced |
| Pinpoint Asset Management Ltd | 5,333,635 | $42.7M | 10.49% | +5,142,112+2,684.9% | Added |
| Jennison Associates LLC | 5,209,098 | $41.7M | 0.04% | +925,348+21.6% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 5,000,000 | $40.0M | 10.00% | +2,000,000+66.7% | Added |
| Matthews International Capital Management LLC | 4,423,191 | $35.4M | 4.18% | +2,439,468+123.0% | Added |
| RWC Asset Management LLP | 4,187,695 | $33.5M | 1.05% | +1,599,053+61.8% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 4,127,100 | $33.0M | 0.70% | +1,100,000+36.3% | Added |
| JPMorgan Chase & Co | 3,897,580 | $31.2M | 0.00% | +354,021+10.0% | Added |
| Ameriprise Financial Inc | 3,832,835 | $30.7M | 0.01% | +329,416+9.4% | Added |
| Carmignac Gestion | 3,746,711 | $30.0M | 0.54% | +247,458+7.1% | Added |
| Jane Street Group, LLC | 3,213,949 | $25.7M | 0.05% | +273,073+9.3% | Added |
| Ci Investments Inc. | 2,806,264 | $22.4M | 0.11% | +265,710+10.5% | Added |
| Goldman Sachs Group Inc | 2,686,405 | $21.5M | 0.01% | +1,165,912+76.7% | Added |
| Legal & General Group Plc | 2,656,202 | $21.2M | 0.01% | −112,138−4.1% | Reduced |
| Barclays PLC | 2,580,314 | $20.6M | 0.02% | +1,714,592+198.1% | Added |
| State Street Corp | 2,558,890 | $20.5M | 0.00% | +73,425+3.0% | Added |
| HSBC Holdings PLC | 2,328,138 | $18.6M | 0.02% | −85,243−3.5% | Reduced |
| Blue Creek Capital Management Ltd | 2,004,000 | $16.0M | 12.80% | +2,004,000 | New |
| D. E. Shaw & Co., Inc. | 1,925,161 | $15.4M | 0.03% | +1,737,422+925.4% | Added |
| Macquarie Group Ltd | 1,872,175 | $15.0M | 0.02% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,662,128 | $13.3M | 0.04% | +1,662,128 | New |
| Highlander Partners, L.P. | 1,592,800 | $12.7M | 17.27% | +203,800+14.7% | Added |
| Alliancebernstein L.P. | 1,578,496 | $12.6M | 0.01% | +851,234+117.0% | Added |
| Morgan Stanley | 1,431,734 | $11.5M | 0.00% | +743,902+108.2% | Added |
| Russell Investments Group, Ltd. | 1,427,356 | $11.4M | 0.02% | +416,580+41.2% | Added |
| California Public Employees Retirement System | 1,380,206 | $11.0M | 0.01% | −26,322−1.9% | Reduced |
| Canada Pension Plan Investment Board | 1,351,900 | $10.8M | 0.02% | +799,400+144.7% | Added |
| SB Global Advisers Ltd | 1,291,205 | $10.3M | 1.20% | +596,566+85.9% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 1,130,000 | $9.04M | 4.51% | +1,130,000 | New |
| Quinn Opportunity Partners LLC | 1,059,751 | $8.48M | 1.06% | −464,235−30.5% | Reduced |
| Price T Rowe Associates Inc | 1,046,489 | $8.37M | 0.00% | 00.0% | Unchanged |
| HarbourVest Partners LLC | 957,580 | $7.66M | 2.57% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 934,700 | $7.48M | 0.04% | +934,700 | New |
| Charles Schwab Investment Management Inc | 890,504 | $7.12M | 0.00% | +8,876+1.0% | Added |
| Long Corridor Asset Management Ltd | 750,000 | $6.00M | 6.71% | −900,000−54.5% | Reduced |
| Thunderbird Partners LLP | 665,996 | $5.33M | 1.29% | +665,996 | New |
| UBS Group AG | 639,057 | $5.11M | 0.00% | −146,497−18.6% | Reduced |
| MIC Capital Management UK LLP | 630,697 | $5.05M | 1.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 555,084 | $4.44M | 0.10% | +555,084 | New |
| Parkwood LLC | 543,421 | $4.35M | 0.88% | 00.0% | Unchanged |
| Alden Global Capital LLC | 496,700 | $3.97M | 6.75% | +496,700 | New |
| Capital Fund Management S.A. | 484,823 | $3.88M | 0.09% | +390,216+412.5% | Added |
| Harvest Fund Management Co., Ltd | 483,556 | $3.87M | 1.00% | +241,934+100.1% | Added |
| Twenty Acre Capital LP | 461,400 | $3.69M | 4.48% | −76,300−14.2% | Reduced |
| Tairen Capital Ltd | 437,292 | $3.50M | 0.41% | −275,708−38.7% | Reduced |
| Lake Street Advisors Group, LLC | 433,972 | $3.47M | 0.23% | −652,866−60.1% | Reduced |
| Nomura Holdings Inc | 413,276 | $3.31M | 0.03% | −820,516−66.5% | Reduced |
| Hel Ved Capital Management Ltd | 410,000 | $3.28M | 2.11% | +410,000 | New |
| Voloridge Investment Management, LLC | 401,290 | $3.21M | 0.02% | +401,290 | New |
| HRT Financial LP | 370,643 | $2.96M | 0.04% | +94,738+34.3% | Added |
| Rock Creek Group, LP | 370,000 | $2.96M | 0.36% | +370,000 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 317,321 | $2.54M | 2.16% | +71,112+28.9% | Added |
| LMR Partners LLP | 316,637 | $2.53M | 0.06% | +316,637 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 300,000 | $2.40M | 0.01% | +100,000+50.0% | Added |
| Qube Research & Technologies Ltd | 275,902 | $2.21M | 0.01% | +275,902 | New |
| Collaborative Holdings Management LP | 256,000 | $2.05M | 5.18% | +256,000 | New |
| Old Mission Capital LLC | 249,214 | $1.99M | 0.09% | +249,214 | New |
| Renaissance Capital LLC | 235,441 | $1.88M | 1.47% | −7,226−3.0% | Reduced |
| Toroso Investments, LLC | 216,035 | $1.73M | 0.07% | +216,035 | New |
| Cubist Systematic Strategies, LLC | 201,798 | $1.61M | 0.01% | −129,415−39.1% | Reduced |
| Alpine Investment Management Ltd | 200,000 | $1.60M | 0.43% | +200,000 | New |
| Platinum Investment Management Ltd | 199,091 | $1.59M | 0.06% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 187,777 | $1.50M | 0.01% | +187,777 | New |
| Octahedron Capital Management L.P. | 186,300 | $1.49M | 4.13% | −315,700−62.9% | Reduced |
| Squarepoint Ops LLC | 173,934 | $1.39M | 0.01% | +162,612+1,436.2% | Added |
| Parametrica Management Ltd | 156,739 | $1.25M | 2.57% | +156,739 | New |
| Mirae Asset Global Investments Co., Ltd. | 139,654 | $1.12M | 0.00% | +7,668+5.8% | Added |
| Marshall Wace, LLP | 128,058 | $1.02M | 0.00% | +128,058 | New |
| Optimas Capital Ltd | 118,500 | $948.0K | 0.93% | −93,000−44.0% | Reduced |
| Aperture Investors, LLC | 117,243 | $937.9K | 0.15% | +117,243 | New |
| Franklin Resources Inc | 116,419 | $931.4K | 0.00% | +9,876+9.3% | Added |
| Trexquant Investment LP | 113,318 | $906.5K | 0.03% | +113,318 | New |
| Citadel Advisors LLC | 107,869 | $863.0K | 0.00% | −114,325−51.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 94,170 | $753.0K | 0.01% | +94,170 | New |
| Northern Trust Corp | 85,799 | $686.4K | 0.00% | +10,155+13.4% | Added |
| Deutsche Bank AG | 84,148 | $673.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 78,347 | $626.8K | 0.00% | +78,347 | New |
| Millennium Management LLC | 75,449 | $604.0K | 0.00% | −15,971−17.5% | Reduced |
| Handelsbanken Fonder AB | 74,500 | $596.0K | 0.00% | +74,500 | New |
| UBS Asset Management Americas Inc | 73,100 | $584.8K | 0.00% | −33,900−31.7% | Reduced |
| SEI Investments Co | 70,874 | $567.0K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 68,100 | $544.8K | 0.22% | +68,100 | New |