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 2023
Institutional positions in Full Truck Alliance Co. Ltd. as of Sep 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
- 121
- +3 vs. Q2 2023
- Shares held
- 440.5M
- +1.60M (+0.4%) vs. Q2 2023
- Total value
- $3.10B
- +$370.6M (+13.6%) vs. Q2 2023
- New holders
- 25
- 34 more added
- Sold out
- 22
- 41 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farallon Capital Management, L.L.C. | 38,190,495 | $268.9M | 1.52% | −7,667,743−16.7% | Reduced |
| Krane Funds Advisors LLC | 35,585,306 | $250.5M | 10.28% | +4,348,800+13.9% | Added |
| All-Stars Investment Ltd | 35,458,059 | $249.6M | 93.10% | +10.0% | Added |
| SC US (TTGP), Ltd. | 32,209,496 | $226.8M | 2.09% | 00.0% | Unchanged |
| SC China Holding Ltd | 27,681,263 | $194.9M | 20.90% | 00.0% | Unchanged |
| Vanguard Group Inc | 25,364,237 | $178.6M | 0.00% | +393,991+1.6% | Added |
| Invesco Ltd. | 24,453,173 | $172.2M | 0.05% | +6,057,001+32.9% | Added |
| Alkeon Capital Management LLC | 22,086,290 | $155.5M | 0.98% | +500,000+2.3% | Added |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $114.3M | 13.82% | 00.0% | Unchanged |
| Baillie Gifford & Co | 15,734,606 | $110.8M | 0.10% | −42,692−0.3% | Reduced |
| FIL Ltd | 11,952,529 | $84.1M | 0.10% | −3,843,553−24.3% | Reduced |
| Janus Henderson Group PLC | 11,122,499 | $78.3M | 0.05% | −243,942−2.1% | Reduced |
| Bamco Inc | 10,901,533 | $76.7M | 0.22% | −18,640−0.2% | Reduced |
| Norges Bank | 10,330,453 | $72.7M | 0.01% | +2,889,777+38.8% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 10,000,000 | $70.4M | 18.25% | +1,340,916+15.5% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 9,897,464 | $69.7M | 2.73% | 00.0% | Unchanged |
| Matthews International Capital Management LLC | 9,119,529 | $64.2M | 7.77% | +2,629,125+40.5% | Added |
| SB Investment Advisers (UK) Ltd | 8,751,637 | $61.6M | 0.51% | −8,341,821−48.8% | Reduced |
| Pinpoint Asset Management Ltd | 7,373,205 | $51.9M | 12.15% | +4,616,058+167.4% | Added |
| E Fund Management Co., Ltd. | 5,462,564 | $38.5M | 2.93% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,890,333 | $34.4M | 0.00% | +1,454,164+42.3% | Added |
| Carmignac Gestion | 4,688,371 | $32.9M | 0.61% | −38,680−0.8% | Reduced |
| Blue Creek Capital Management Ltd | 3,970,987 | $28.0M | 21.74% | −104,013−2.6% | Reduced |
| Ameriprise Financial Inc | 3,889,230 | $27.4M | 0.01% | +245,185+6.7% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 3,533,932 | $24.9M | 0.56% | −1,692,487−32.4% | Reduced |
| IvyRock Asset Management (HK) Ltd | 3,143,100 | $22.1M | 11.55% | +2,260,100+256.0% | Added |
| Schonfeld Strategic Advisors LLC | 2,959,386 | $20.8M | 0.19% | +2,129,606+256.6% | Added |
| Morgan Stanley | 2,421,211 | $17.0M | 0.00% | +1,069,054+79.1% | Added |
| Hel Ved Capital Management Ltd | 2,191,859 | $15.4M | 5.15% | −176,841−7.5% | Reduced |
| State Street Corp | 2,074,168 | $14.6M | 0.00% | −895,854−30.2% | Reduced |
| HSBC Holdings PLC | 2,059,795 | $14.5M | 0.02% | −71,515−3.4% | Reduced |
| Millennium Management LLC | 1,945,114 | $13.7M | 0.01% | +1,945,114 | New |
| Macquarie Group Ltd | 1,833,975 | $12.9M | 0.02% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,726,695 | $12.2M | 0.03% | −174,969−9.2% | Reduced |
| Softbank Group Corp | 1,701,834 | $12.0M | 0.13% | −725,145−29.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,663,100 | $11.7M | 0.05% | +1,663,100 | New |
| Goldman Sachs Group Inc | 1,515,700 | $10.7M | 0.00% | −22,765−1.5% | Reduced |
| Highlander Partners, L.P. | 1,338,237 | $9.42M | 9.30% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,325,300 | $9.33M | 0.00% | −992,259−42.8% | Reduced |
| Van Eck Associates Corp | 1,264,900 | $8.90M | 0.02% | −95,014−7.0% | Reduced |
| California Public Employees Retirement System | 1,199,845 | $8.45M | 0.01% | +33,639+2.9% | Added |
| Price T Rowe Associates Inc | 1,046,489 | $7.37M | 0.00% | 00.0% | Unchanged |
| TB Alternative Assets Ltd. | 1,002,700 | $7.06M | 1.92% | −1,800−0.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,002,070 | $7.05M | 0.16% | +1,002,070 | New |
| HarbourVest Partners LLC | 957,580 | $6.74M | 2.29% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 945,400 | $6.66M | 0.01% | +945,400 | New |
| BlackRock Inc. | 925,624 | $6.52M | 0.00% | −122,671−11.7% | Reduced |
| Charles Schwab Investment Management Inc | 894,598 | $6.30M | 0.00% | −10,440−1.2% | Reduced |
| Balyasny Asset Management LLC | 875,873 | $6.17M | 0.02% | +875,873 | New |
| Twenty Acre Capital LP | 874,200 | $6.15M | 6.69% | +140,800+19.2% | Added |
| Quinn Opportunity Partners LLC | 803,773 | $5.66M | 0.75% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 788,627 | $5.55M | 0.01% | +788,627 | New |
| Harvest Fund Management Co., Ltd | 746,036 | $5.25M | 0.92% | +223,548+42.8% | Added |
| Franchise Capital Ltd | 654,497 | $4.61M | 1.65% | +654,497 | New |
| MIC Capital Management UK LLP | 630,697 | $4.44M | 1.01% | 00.0% | Unchanged |
| GAM Holding AG | 624,348 | $4.40M | 0.32% | +785+0.1% | Added |
| Parkwood LLC | 543,421 | $3.83M | 0.70% | 00.0% | Unchanged |
| Bank of America Corp | 526,654 | $3.71M | 0.00% | −8,219,488−94.0% | Reduced |
| Octahedron Capital Management L.P. | 520,300 | $3.66M | 5.05% | −98,300−15.9% | Reduced |
| Point72 Asset Management, L.P. | 506,800 | $3.57M | 0.01% | +506,800 | New |
| Carrhae Capital LLP | 452,140 | $3.18M | 1.09% | +452,140 | New |
| Penserra Capital Management LLC | 422,323 | $2.97M | 0.06% | −31,721−7.0% | Reduced |
| Nomura Holdings Inc | 409,640 | $2.88M | 0.03% | +201,291+96.6% | Added |
| Trexquant Investment LP | 407,026 | $2.87M | 0.07% | +407,026 | New |
| Renaissance Capital LLC | 338,534 | $2.38M | 1.27% | +74,611+28.3% | Added |
| Capital Fund Management S.A. | 307,981 | $2.17M | 0.03% | −602,621−66.2% | Reduced |
| Boulder Hill Capital Management LP | 295,971 | $2.08M | 1.29% | +295,971 | New |
| Parametrica Management Ltd | 284,681 | $2.00M | 3.37% | +81,983+40.4% | Added |
| Barclays PLC | 259,952 | $1.83M | 0.00% | +159,952+160.0% | Added |
| Point72 Hong Kong Ltd | 229,100 | $1.61M | 0.45% | +229,100 | New |
| Alps Advisors Inc | 220,764 | $1.55M | 0.01% | +220,764 | New |
| Ramirez Asset Management, Inc. | 213,540 | $1.50M | 0.32% | +213,540 | New |
| Lombard Odier Asset Management (Switzerland) SA | 198,804 | $1.40M | 0.23% | +198,804 | New |
| Schroder Investment Management Group | 190,977 | $1.34M | 0.00% | +190,977 | New |
| China Universal Asset Management Co., Ltd. | 162,830 | $1.15M | 0.33% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 146,208 | $1.03M | 0.01% | +146,208 | New |
| UBS Asset Management Americas Inc | 136,400 | $960.3K | 0.00% | −5,000−3.5% | Reduced |
| Franklin Resources Inc | 122,914 | $865.3K | 0.00% | +8,113+7.1% | Added |
| Susquehanna International Group, LLP | 122,342 | $861.3K | 0.00% | −18,902−13.4% | Reduced |
| Deutsche Bank AG | 109,398 | $770.2K | 0.00% | +65,076+146.8% | Added |
| Geode Capital Management, LLC | 97,810 | $688.6K | 0.00% | +5,433+5.9% | Added |
| Walleye Capital LLC | 94,724 | $666.9K | 0.01% | +94,724 | New |
| Rock Creek Group, LP | 90,000 | $633.6K | 0.08% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 88,700 | $624.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 86,014 | $605.5K | 0.00% | −215−0.2% | Reduced |
| Bank of New York Mellon Corp | 85,844 | $604.3K | 0.00% | +2,786+3.4% | Added |
| Jane Street Group, LLC | 75,029 | $528.2K | 0.00% | −1,330,631−94.7% | Reduced |
| SEI Investments Co | 70,874 | $499.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 50,510 | $355.6K | 0.00% | −73,059−59.1% | Reduced |
| Banco BTG Pactual S.A. | 48,514 | $341.5K | 0.14% | +48,514 | New |
| Profund Advisors LLC | 48,320 | $340.2K | 0.02% | −728−1.5% | Reduced |
| Citadel Advisors LLC | 42,259 | $297.5K | 0.00% | −24,254−36.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 36,976 | $260.3K | 0.03% | +36,976 | New |
| Aubrey Capital Management Ltd | 43,000 | $247.8K | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 33,805 | $238.0K | 0.00% | −3,756−10.0% | Reduced |
| Standard Life Aberdeen plc | 31,275 | $220.2K | 0.00% | +381+1.2% | Added |
| Rhumbline Advisers | 30,305 | $213.3K | 0.00% | −6,375−17.4% | Reduced |
| D. E. Shaw & Co., Inc. | 28,869 | $203.2K | 0.00% | −675,115−95.9% | Reduced |
| Hexagon Capital Partners LLC | 28,819 | $202.9K | 0.05% | −800−2.7% | Reduced |
| JustInvest LLC | 26,937 | $189.6K | 0.01% | +5,484+25.6% | Added |