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 2023
Institutional positions in Full Truck Alliance Co. Ltd. as of Dec 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
- 149
- +28 vs. Q3 2023
- Shares held
- 465.3M
- +24.8M (+5.6%) vs. Q3 2023
- Total value
- $3.25B
- +$151.8M (+4.9%) vs. Q3 2023
- New holders
- 38
- 43 more added
- Sold out
- 10
- 48 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 1,024,587 | $7.18M | 0.00% | +1,024,587 | New |
| Price T Rowe Associates Inc | 1,046,489 | $7.34M | 0.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 1,169,544 | $8.20M | 0.01% | −30,301−2.5% | Reduced |
| GAM Holding AG | 1,240,106 | $8.69M | 0.65% | +615,758+98.6% | Added |
| Legal & General Group Plc | 1,242,072 | $8.71M | 0.00% | −83,228−6.3% | Reduced |
| Highlander Partners, L.P. | 1,338,237 | $9.38M | 7.50% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,394,426 | $9.77M | 0.01% | +1,319,397+1,758.5% | Added |
| Van Eck Associates Corp | 1,546,136 | $10.8M | 0.02% | +281,236+22.2% | Added |
| Perpetual Ltd | 1,605,663 | $11.3M | 0.12% | +1,605,663 | New |
| Hel Ved Capital Management Ltd | 1,618,426 | $11.3M | 3.36% | −573,433−26.2% | Reduced |
| Softbank Group Corp | 1,722,090 | $12.1M | 0.07% | +20,256+1.2% | Added |
| Goldman Sachs Group Inc | 1,774,261 | $12.4M | 0.00% | +258,561+17.1% | Added |
| Canada Pension Plan Investment Board | 1,900,900 | $13.3M | 0.02% | +955,500+101.1% | Added |
| HSBC Holdings PLC | 2,045,267 | $14.3M | 0.01% | −14,528−0.7% | Reduced |
| Citadel Advisors LLC | 2,080,645 | $14.6M | 0.01% | +2,038,386+4,823.6% | Added |
| State Street Corp | 2,227,030 | $15.6M | 0.00% | +152,862+7.4% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,252,542 | $15.8M | 0.32% | −1,281,390−36.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,296,695 | $16.1M | 0.04% | +570,000+33.0% | Added |
| Barclays PLC | 2,657,580 | $18.6M | 0.01% | +2,397,628+922.3% | Added |
| Yunqi Capital Ltd | 2,805,300 | $19.7M | 13.80% | +2,805,300 | New |
| Kaizen Capital Partners Ltd | 3,081,335 | $21.6M | 32.89% | +3,081,335 | New |
| IvyRock Asset Management (HK) Ltd | 3,143,100 | $22.0M | 10.98% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,309,892 | $23.2M | 0.01% | −579,338−14.9% | Reduced |
| Morgan Stanley | 3,727,076 | $26.1M | 0.00% | +1,305,865+53.9% | Added |
| Blue Creek Capital Management Ltd | 3,789,541 | $26.6M | 19.10% | −181,446−4.6% | Reduced |
| Carmignac Gestion | 3,912,495 | $27.4M | 0.46% | −775,876−16.5% | Reduced |
| E Fund Management Co., Ltd. | 5,448,282 | $38.2M | 2.42% | −14,282−0.3% | Reduced |
| Indus Capital Partners, LLC | 5,618,888 | $39.4M | 26.11% | +5,618,888 | New |
| JPMorgan Chase & Co | 5,754,308 | $40.3M | 0.00% | +863,975+17.7% | Added |
| Pinpoint Asset Management Ltd | 7,878,922 | $55.2M | 12.22% | +505,717+6.9% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 8,644,810 | $60.6M | 12.64% | −1,355,190−13.6% | Reduced |
| Matthews International Capital Management LLC | 8,970,883 | $62.9M | 8.83% | −148,646−1.6% | Reduced |
| Norges Bank | 9,263,322 | $64.9M | 0.01% | −1,067,131−10.3% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 9,897,464 | $69.4M | 2.48% | 00.0% | Unchanged |
| Bamco Inc | 10,580,566 | $74.2M | 0.20% | −320,967−2.9% | Reduced |
| Janus Henderson Group PLC | 11,489,202 | $80.5M | 0.05% | +366,703+3.3% | Added |
| Mubadala Investment Co PJSC | 11,513,434 | $80.7M | 0.27% | +11,513,434 | New |
| FIL Ltd | 12,525,090 | $87.8M | 0.09% | +572,561+4.8% | Added |
| SB Investment Advisers (UK) Ltd | 12,594,110 | $88.3M | 0.79% | +3,842,473+43.9% | Added |
| Baillie Gifford & Co | 15,678,434 | $109.9M | 0.09% | −56,172−0.4% | Reduced |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $113.8M | 15.47% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 22,304,750 | $156.4M | 1.03% | +218,460+1.0% | Added |
| Vanguard Group Inc | 25,527,565 | $178.9M | 0.00% | +163,328+0.6% | Added |
| SC China Holding Ltd | 27,681,263 | $185.2M | 21.30% | 00.0% | Unchanged |
| Invesco Ltd. | 28,220,947 | $197.8M | 0.05% | +3,767,774+15.4% | Added |
| All-Stars Investment Ltd | 31,423,343 | $220.3M | 89.09% | −4,034,716−11.4% | Reduced |
| SC US (TTGP), Ltd. | 32,209,496 | $225.8M | 1.86% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 32,717,980 | $229.4M | 9.56% | −2,867,326−8.1% | Reduced |
| Farallon Capital Management, L.L.C. | 38,190,495 | $267.7M | 1.67% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −875,873−100.0% | Sold out |
| Franchise Capital Ltd | 0 | $0 | 0.00% | −654,497−100.0% | Sold out |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −452,140−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −407,026−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −295,971−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −94,724−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −48,514−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −28,869−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −18,057−100.0% | Sold out |
| Jasper Ridge Partners, L.P. | 0 | $0 | 0.00% | −10,326−100.0% | Sold out |