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 2023
Institutional positions in Full Truck Alliance Co. Ltd. as of Jun 30, 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
- 118
- −14 vs. Q1 2023
- Shares held
- 438.8M
- −23.6M (−5.1%) vs. Q1 2023
- Total value
- $2.73B
- −$761.0M (−21.8%) vs. Q1 2023
- New holders
- 15
- 38 more added
- Sold out
- 29
- 43 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farallon Capital Management, L.L.C. | 45,858,238 | $285.2M | 1.70% | +2,053,000+4.7% | Added |
| All-Stars Investment Ltd | 35,458,058 | $220.5M | 94.54% | −8,673,039−19.7% | Reduced |
| SC US (TTGP), Ltd. | 32,209,496 | $200.3M | 1.89% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 31,236,506 | $194.3M | 10.24% | +1,298,589+4.3% | Added |
| SC China Holding Ltd | 27,681,263 | $172.2M | 19.69% | 00.0% | Unchanged |
| Vanguard Group Inc | 24,970,246 | $155.3M | 0.00% | +1,317,441+5.6% | Added |
| Alkeon Capital Management LLC | 21,586,290 | $134.3M | 0.80% | +1,914,884+9.7% | Added |
| Invesco Ltd. | 18,396,172 | $114.4M | 0.03% | +18,396,172 | New |
| SB Investment Advisers (UK) Ltd | 17,093,458 | $106.3M | 0.81% | −147,982−0.9% | Reduced |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $101.0M | 10.92% | 00.0% | Unchanged |
| FIL Ltd | 15,796,082 | $98.3M | 0.11% | +1,845,312+13.2% | Added |
| Baillie Gifford & Co | 15,777,298 | $98.1M | 0.08% | −44,461−0.3% | Reduced |
| Janus Henderson Group PLC | 11,366,441 | $70.7M | 0.04% | −533,970−4.5% | Reduced |
| Bamco Inc | 10,920,173 | $67.9M | 0.19% | +646,447+6.3% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 9,897,464 | $61.6M | 2.98% | +2,583,121+35.3% | Added |
| Bank of America Corp | 8,746,142 | $54.4M | 0.01% | −7,272,402−45.4% | Reduced |
| Sequoia China Equity Partners (Hong Kong) Ltd | 8,659,084 | $53.9M | 10.22% | +1,113,441+14.8% | Added |
| Norges Bank | 7,440,676 | $46.3M | 0.01% | +707,964+10.5% | Added |
| Matthews International Capital Management LLC | 6,490,404 | $40.4M | 4.73% | +1,303,158+25.1% | Added |
| E Fund Management Co., Ltd. | 5,462,564 | $34.0M | 2.69% | −214,665−3.8% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 5,226,419 | $32.5M | 0.69% | −367,581−6.6% | Reduced |
| Carmignac Gestion | 4,727,051 | $29.4M | 0.51% | −513,674−9.8% | Reduced |
| Blue Creek Capital Management Ltd | 4,075,000 | $25.3M | 20.89% | −112,000−2.7% | Reduced |
| Ameriprise Financial Inc | 3,644,045 | $22.7M | 0.01% | −212,187−5.5% | Reduced |
| JPMorgan Chase & Co | 3,436,169 | $21.4M | 0.00% | −6,143,125−64.1% | Reduced |
| State Street Corp | 2,970,022 | $18.5M | 0.00% | +343,964+13.1% | Added |
| Pinpoint Asset Management Ltd | 2,757,147 | $17.5M | 0.02% | −3,492,185−55.9% | Reduced |
| Softbank Group Corp | 2,426,979 | $15.1M | 0.17% | 00.0% | Unchanged |
| Hel Ved Capital Management Ltd | 2,368,700 | $14.7M | 6.46% | +218,000+10.1% | Added |
| Legal & General Group Plc | 2,317,559 | $14.4M | 0.00% | −214,352−8.5% | Reduced |
| HSBC Holdings PLC | 2,131,310 | $13.1M | 0.01% | +3,475+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,901,664 | $11.8M | 0.03% | +239,536+14.4% | Added |
| Macquarie Group Ltd | 1,833,975 | $11.4M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,538,465 | $9.57M | 0.00% | −357,632−18.9% | Reduced |
| Jane Street Group, LLC | 1,405,660 | $8.74M | 0.01% | −752,647−34.9% | Reduced |
| Van Eck Associates Corp | 1,359,914 | $8.46M | 0.02% | +1,359,149+177,666.5% | Added |
| Morgan Stanley | 1,352,157 | $8.41M | 0.00% | −1,803,527−57.2% | Reduced |
| Highlander Partners, L.P. | 1,338,237 | $8.32M | 9.36% | −254,563−16.0% | Reduced |
| California Public Employees Retirement System | 1,166,206 | $7.25M | 0.01% | −7,036−0.6% | Reduced |
| BlackRock Inc. | 1,048,295 | $6.52M | 0.00% | +30,577+3.0% | Added |
| Price T Rowe Associates Inc | 1,046,489 | $6.51M | 0.00% | 00.0% | Unchanged |
| TB Alternative Assets Ltd. | 1,004,500 | $6.25M | 1.55% | −140,600−12.3% | Reduced |
| HarbourVest Partners LLC | 957,580 | $5.96M | 1.69% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 910,602 | $5.66M | 0.09% | +82,869+10.0% | Added |
| Charles Schwab Investment Management Inc | 905,038 | $5.63M | 0.00% | +36,528+4.2% | Added |
| IvyRock Asset Management (HK) Ltd | 883,000 | $5.49M | 3.19% | +220,000+33.2% | Added |
| Schonfeld Strategic Advisors LLC | 829,780 | $5.16M | 0.04% | −2,482−0.3% | Reduced |
| Quinn Opportunity Partners LLC | 803,773 | $5.00M | 0.69% | −195,978−19.6% | Reduced |
| Twenty Acre Capital LP | 733,400 | $4.56M | 4.88% | +158,000+27.5% | Added |
| Marshall Wace, LLP | 709,500 | $4.41M | 0.01% | −31,604−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 703,984 | $4.38M | 0.01% | +224,379+46.8% | Added |
| Hidden Lake Asset Management LP | 665,918 | $4.14M | 6.02% | −1,184,472−64.0% | Reduced |
| MIC Capital Management UK LLP | 630,697 | $3.92M | 0.80% | 00.0% | Unchanged |
| GAM Holding AG | 623,563 | $3.88M | 0.27% | −33,410−5.1% | Reduced |
| Octahedron Capital Management L.P. | 618,600 | $3.85M | 6.64% | +153,600+33.0% | Added |
| Parkwood LLC | 543,421 | $3.38M | 0.62% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 522,488 | $3.25M | 0.65% | −3,041−0.6% | Reduced |
| LMR Partners LLP | 502,257 | $3.12M | 0.07% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 471,048 | $2.93M | 0.03% | −149,094−24.0% | Reduced |
| Penserra Capital Management LLC | 454,044 | $2.82M | 0.06% | −99,481−18.0% | Reduced |
| AnglePoint Asset Management Ltd | 398,981 | $2.48M | 2.51% | +398,981 | New |
| Twinbeech Capital LP | 282,608 | $1.76M | 0.03% | +282,608 | New |
| Renaissance Capital LLC | 263,923 | $1.64M | 0.93% | +54,032+25.7% | Added |
| Nomura Holdings Inc | 208,349 | $1.30M | 0.01% | −424,184−67.1% | Reduced |
| Parametrica Management Ltd | 202,698 | $1.26M | 2.43% | +61,185+43.2% | Added |
| Platinum Investment Management Ltd | 199,091 | $1.24M | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 141,400 | $1.08M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 163,310 | $1.01M | 0.01% | −113,267−41.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 162,830 | $1.01M | 0.31% | −77,400−32.2% | Reduced |
| Susquehanna International Group, LLP | 141,244 | $878.5K | 0.00% | +96,836+218.1% | Added |
| UBS Group AG | 123,569 | $768.6K | 0.00% | −419,566−77.2% | Reduced |
| Franklin Resources Inc | 114,801 | $714.1K | 0.00% | +1,815+1.6% | Added |
| Old Mission Capital LLC | 105,256 | $654.7K | 0.02% | −399,163−79.1% | Reduced |
| Barclays PLC | 100,000 | $622.0K | 0.00% | −298,168−74.9% | Reduced |
| Geode Capital Management, LLC | 92,377 | $574.6K | 0.00% | +92,377 | New |
| Rock Creek Group, LP | 90,000 | $559.8K | 0.08% | −143,805−61.5% | Reduced |
| Handelsbanken Fonder AB | 88,700 | $552.0K | 0.00% | +14,200+19.1% | Added |
| Northern Trust Corp | 86,229 | $536.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 83,058 | $516.6K | 0.00% | +4,711+6.0% | Added |
| SEI Investments Co | 70,874 | $440.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 66,513 | $413.7K | 0.00% | −571,591−89.6% | Reduced |
| ExodusPoint Capital Management, LP | 57,320 | $357.0K | 0.00% | −2,860,033−98.0% | Reduced |
| Lake Street Advisors Group, LLC | 56,972 | $354.0K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 49,589 | $308.4K | 0.01% | +49,589 | New |
| Profund Advisors LLC | 49,048 | $305.1K | 0.02% | −4,131−7.8% | Reduced |
| Headlands Technologies LLC | 45,404 | $282.4K | 0.09% | +45,404 | New |
| Deutsche Bank AG | 44,322 | $275.7K | 0.00% | −39,794−47.3% | Reduced |
| Mirabella Financial Services LLP | 43,500 | $270.6K | 0.03% | +43,500 | New |
| Aubrey Capital Management Ltd | 43,000 | $267.2K | 0.18% | +18,000+72.0% | Added |
| Ieq Capital, LLC | 37,561 | $233.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 36,680 | $228.1K | 0.00% | +36,680 | New |
| Mirae Asset Global Investments Co., Ltd. | 35,059 | $218.1K | 0.00% | −89,018−71.7% | Reduced |
| Gsa Capital Partners LLP | 31,549 | $196.0K | 0.02% | +16,335+107.4% | Added |
| Standard Life Aberdeen plc | 30,894 | $192.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29,619 | $184.2K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 26,400 | $164.2K | 0.03% | +26,400 | New |
| DRW Securities, LLC | 24,367 | $152.0K | 0.01% | +7,312+42.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 23,256 | $145.0K | 0.00% | −1,654−6.6% | Reduced |
| JustInvest LLC | 21,453 | $133.4K | 0.00% | +2,598+13.8% | Added |
| Axq Capital, LP | 19,600 | $121.9K | 0.15% | +19,600 | New |