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 2023
Institutional positions in Full Truck Alliance Co. Ltd. as of Mar 31, 2023. 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
- 133
- +8 vs. Q4 2022
- Shares held
- 462.5M
- +14.3M (+3.2%) vs. Q4 2022
- Total value
- $3.49B
- −$94.0M (−2.6%) vs. Q4 2022
- New holders
- 27
- 42 more added
- Sold out
- 19
- 46 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| All-Stars Investment Ltd | 44,131,097 | $335.8M | 96.03% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 43,805,238 | $333.4M | 2.02% | +365,495+0.8% | Added |
| SC US (TTGP), Ltd. | 32,209,496 | $245.1M | 2.89% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 29,937,917 | $223.9M | 10.24% | −3,105,464−9.4% | Reduced |
| SC China Holding Ltd | 27,681,263 | $210.7M | 22.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 23,652,805 | $180.0M | 0.00% | −106,596−0.4% | Reduced |
| Alkeon Capital Management LLC | 19,671,406 | $149.7M | 0.96% | +4,000,000+25.5% | Added |
| SB Investment Advisers (UK) Ltd | 17,241,440 | $131.2M | 1.08% | +8,505,744+97.4% | Added |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $123.5M | 11.29% | +2,432,229+17.6% | Added |
| Bank of America Corp | 16,018,544 | $121.9M | 0.01% | +2,685,633+20.1% | Added |
| Baillie Gifford & Co | 15,821,759 | $120.4M | 0.11% | −10,278−0.1% | Reduced |
| FIL Ltd | 13,950,770 | $106.2M | 0.12% | +3,286,070+30.8% | Added |
| Janus Henderson Group PLC | 11,900,411 | $90.5M | 0.06% | +2,177,193+22.4% | Added |
| Bamco Inc | 10,273,726 | $78.2M | 0.23% | −1,606,237−13.5% | Reduced |
| JPMorgan Chase & Co | 9,579,294 | $72.9M | 0.01% | +5,681,714+145.8% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 7,545,643 | $57.4M | 11.36% | +2,545,643+50.9% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 7,314,343 | $55.7M | 3.22% | −2,239,634−23.4% | Reduced |
| RWC Asset Advisors (US) LLC | 7,008,107 | $53.3M | 4.06% | −6,475,116−48.0% | Reduced |
| Norges Bank | 6,732,712 | $51.2M | 0.01% | −1,150,425−14.6% | Reduced |
| E Fund Management Co., Ltd. | 5,677,229 | $43.2M | 3.15% | −262,403−4.4% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 5,594,000 | $42.6M | 0.75% | +1,466,900+35.5% | Added |
| Carmignac Gestion | 5,240,725 | $39.9M | 0.67% | +1,494,014+39.9% | Added |
| Matthews International Capital Management LLC | 5,187,246 | $39.5M | 3.94% | +764,055+17.3% | Added |
| Blue Creek Capital Management Ltd | 4,187,000 | $31.9M | 21.14% | +2,183,000+108.9% | Added |
| Jennison Associates LLC | 4,132,085 | $31.4M | 0.03% | −1,077,013−20.7% | Reduced |
| Ameriprise Financial Inc | 3,856,232 | $29.3M | 0.01% | +23,397+0.6% | Added |
| Morgan Stanley | 3,155,684 | $24.0M | 0.00% | +1,723,950+120.4% | Added |
| Pinpoint Asset Management Ltd | 6,249,332 | $23.4M | 6.33% | +915,697+17.2% | Added |
| Ci Investments Inc. | 3,042,723 | $23.2M | 0.12% | +236,459+8.4% | Added |
| ExodusPoint Capital Management, LP | 2,917,353 | $22.2M | 0.25% | +2,917,353 | New |
| State Street Corp | 2,626,058 | $20.0M | 0.00% | +67,168+2.6% | Added |
| Legal & General Group Plc | 2,531,911 | $19.3M | 0.01% | −124,291−4.7% | Reduced |
| Softbank Group Corp | 2,426,979 | $18.5M | 0.24% | +2,426,979 | New |
| RWC Asset Management LLP | 2,228,330 | $17.0M | 0.52% | −1,959,365−46.8% | Reduced |
| Jane Street Group, LLC | 2,158,307 | $16.4M | 0.03% | −1,055,642−32.8% | Reduced |
| Hel Ved Capital Management Ltd | 2,150,700 | $16.4M | 8.73% | +1,740,700+424.6% | Added |
| HSBC Holdings PLC | 2,127,835 | $16.1M | 0.02% | −200,303−8.6% | Reduced |
| Goldman Sachs Group Inc | 1,896,097 | $14.4M | 0.00% | −790,308−29.4% | Reduced |
| Hidden Lake Asset Management LP | 1,850,390 | $14.1M | 11.91% | +1,850,390 | New |
| Macquarie Group Ltd | 1,833,975 | $14.0M | 0.02% | −38,200−2.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,662,128 | $12.6M | 0.03% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,592,800 | $12.1M | 16.40% | 00.0% | Unchanged |
| California Public Employees Retirement System | 1,173,242 | $8.93M | 0.01% | −206,964−15.0% | Reduced |
| TB Alternative Assets Ltd. | 1,145,100 | $8.71M | 2.15% | +1,145,100 | New |
| Canada Pension Plan Investment Board | 1,070,100 | $8.14M | 0.01% | −281,800−20.8% | Reduced |
| Price T Rowe Associates Inc | 1,046,489 | $7.96M | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,017,718 | $7.74M | 0.00% | −11,469,302−91.8% | Reduced |
| Quinn Opportunity Partners LLC | 999,751 | $7.61M | 0.81% | −60,000−5.7% | Reduced |
| HarbourVest Partners LLC | 957,580 | $7.29M | 2.45% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 938,166 | $7.14M | 0.01% | −489,190−34.3% | Reduced |
| Charles Schwab Investment Management Inc | 868,510 | $6.61M | 0.00% | −21,994−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 832,262 | $6.33M | 0.06% | +644,485+343.2% | Added |
| Capital Fund Management S.A. | 827,733 | $6.30M | 0.12% | +342,910+70.7% | Added |
| Marshall Wace, LLP | 741,104 | $5.64M | 0.01% | +613,046+478.7% | Added |
| Millennium Management LLC | 690,443 | $5.25M | 0.01% | +614,994+815.1% | Added |
| Thunderbird Partners LLP | 690,343 | $5.25M | 1.32% | +24,347+3.7% | Added |
| IvyRock Asset Management (HK) Ltd | 663,000 | $5.05M | 2.58% | +663,000 | New |
| GAM Holding AG | 656,973 | $5.00M | 0.35% | +656,973 | New |
| Citadel Advisors LLC | 638,104 | $4.86M | 0.01% | +530,235+491.6% | Added |
| Nomura Holdings Inc | 632,533 | $4.81M | 0.05% | +219,257+53.1% | Added |
| MIC Capital Management UK LLP | 630,697 | $4.80M | 0.92% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 620,142 | $4.72M | 0.04% | +418,344+207.3% | Added |
| Twenty Acre Capital LP | 575,400 | $4.38M | 5.00% | +114,000+24.7% | Added |
| Penserra Capital Management LLC | 553,525 | $4.21M | 0.09% | −1,559−0.3% | Reduced |
| Parkwood LLC | 543,421 | $4.13M | 0.77% | 00.0% | Unchanged |
| UBS Group AG | 543,135 | $4.13M | 0.00% | −95,922−15.0% | Reduced |
| Harvest Fund Management Co., Ltd | 525,529 | $3.99M | 0.88% | +41,973+8.7% | Added |
| Old Mission Capital LLC | 504,419 | $3.84M | 0.12% | +255,205+102.4% | Added |
| LMR Partners LLP | 502,257 | $3.82M | 0.08% | +185,620+58.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 499,200 | $3.80M | 0.02% | −435,500−46.6% | Reduced |
| D. E. Shaw & Co., Inc. | 479,605 | $3.65M | 0.01% | −1,445,556−75.1% | Reduced |
| Octahedron Capital Management L.P. | 465,000 | $3.54M | 7.58% | +278,700+149.6% | Added |
| Credit Suisse AG | 431,438 | $3.28M | 0.00% | +431,438 | New |
| Barclays PLC | 398,168 | $3.03M | 0.00% | −2,182,146−84.6% | Reduced |
| Collaborative Holdings Management LP | 353,800 | $2.69M | 10.52% | +97,800+38.2% | Added |
| Squarepoint Ops LLC | 282,991 | $2.15M | 0.02% | +109,057+62.7% | Added |
| HRT Financial LP | 276,577 | $2.10M | 0.03% | −94,066−25.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 240,230 | $1.83M | 0.62% | +172,130+252.8% | Added |
| Rock Creek Group, LP | 233,805 | $1.78M | 0.23% | −136,195−36.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 220,624 | $1.68M | 0.19% | +220,624 | New |
| Renaissance Capital LLC | 209,891 | $1.60M | 1.18% | −25,550−10.9% | Reduced |
| Hao Advisors Management Ltd | 200,000 | $1.52M | 0.53% | +200,000 | New |
| Platinum Investment Management Ltd | 199,091 | $1.52M | 0.05% | 00.0% | Unchanged |
| Aperture Investors, LLC | 163,054 | $1.24M | 0.17% | +45,811+39.1% | Added |
| Parametrica Management Ltd | 141,513 | $1.08M | 1.94% | −15,226−9.7% | Reduced |
| UBS Asset Management Americas Inc | 141,400 | $1.08M | 0.00% | +68,300+93.4% | Added |
| Point72 Asset Management, L.P. | 135,028 | $1.03M | 0.00% | +135,028 | New |
| Laurion Capital Management LP | 133,048 | $1.01M | 0.05% | +133,048 | New |
| Mirae Asset Global Investments Co., Ltd. | 124,077 | $944.2K | 0.00% | −15,577−11.2% | Reduced |
| Point72 Middle East FZE | 118,634 | $902.8K | 0.05% | +118,634 | New |
| Franklin Resources Inc | 112,986 | $859.8K | 0.00% | −3,433−2.9% | Reduced |
| Long Corridor Asset Management Ltd | 100,000 | $761.0K | 0.91% | −650,000−86.7% | Reduced |
| Optimas Capital Ltd | 94,100 | $716.1K | 0.60% | −24,400−20.6% | Reduced |
| CTC Capital Management, LLC | 91,600 | $697.1K | 1.46% | +91,600 | New |
| Northern Trust Corp | 86,229 | $656.2K | 0.00% | +430+0.5% | Added |
| Deutsche Bank AG | 84,116 | $640.1K | 0.00% | −320.0% | Reduced |
| Bank of New York Mellon Corp | 78,347 | $596.2K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 74,500 | $567.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 70,874 | $539.4K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 69,339 | $527.7K | 0.07% | +69,339 | New |