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 |
|---|---|---|---|---|---|
| Norges Bank | 7,440,676 | $46.3M | 0.01% | +707,964+10.5% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 8,659,084 | $53.9M | 10.22% | +1,113,441+14.8% | Added |
| Bank of America Corp | 8,746,142 | $54.4M | 0.01% | −7,272,402−45.4% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 9,897,464 | $61.6M | 2.98% | +2,583,121+35.3% | Added |
| Bamco Inc | 10,920,173 | $67.9M | 0.19% | +646,447+6.3% | Added |
| Janus Henderson Group PLC | 11,366,441 | $70.7M | 0.04% | −533,970−4.5% | Reduced |
| Baillie Gifford & Co | 15,777,298 | $98.1M | 0.08% | −44,461−0.3% | Reduced |
| FIL Ltd | 15,796,082 | $98.3M | 0.11% | +1,845,312+13.2% | Added |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $101.0M | 10.92% | 00.0% | Unchanged |
| SB Investment Advisers (UK) Ltd | 17,093,458 | $106.3M | 0.81% | −147,982−0.9% | Reduced |
| Invesco Ltd. | 18,396,172 | $114.4M | 0.03% | +18,396,172 | New |
| Alkeon Capital Management LLC | 21,586,290 | $134.3M | 0.80% | +1,914,884+9.7% | Added |
| Vanguard Group Inc | 24,970,246 | $155.3M | 0.00% | +1,317,441+5.6% | Added |
| SC China Holding Ltd | 27,681,263 | $172.2M | 19.69% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 31,236,506 | $194.3M | 10.24% | +1,298,589+4.3% | Added |
| SC US (TTGP), Ltd. | 32,209,496 | $200.3M | 1.89% | 00.0% | Unchanged |
| All-Stars Investment Ltd | 35,458,058 | $220.5M | 94.54% | −8,673,039−19.7% | Reduced |
| Farallon Capital Management, L.L.C. | 45,858,238 | $285.2M | 1.70% | +2,053,000+4.7% | Added |
| RWC Asset Advisors (US) LLC | 0 | $0 | 0.00% | −7,008,107−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −4,132,085−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −2,228,330−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,070,100−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −938,166−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −690,443−100.0% | Sold out |
| Thunderbird Partners LLP | 0 | $0 | 0.00% | −690,343−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −499,200−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −431,438−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −353,800−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −282,991−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −220,624−100.0% | Sold out |
| Hao Advisors Management Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −163,054−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −135,028−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −133,048−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −118,634−100.0% | Sold out |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −94,100−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −69,339−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −43,102−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −27,304−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,841−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −16,106−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,111−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −7,482−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| CTC Capital Management, LLC | – | – | – | – | Not filed |