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 2024
Institutional positions in Full Truck Alliance Co. Ltd. as of Mar 31, 2024. 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
- 146
- −2 vs. Q4 2023
- Shares held
- 496.4M
- +34.2M (+7.4%) vs. Q4 2023
- Total value
- $3.66B
- +$427.4M (+13.2%) vs. Q4 2023
- New holders
- 22
- 60 more added
- Sold out
- 24
- 46 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SC China Holding Ltd | 46,832,855 | $382.2M | 35.36% | +19,151,592+69.2% | Added |
| Krane Funds Advisors LLC | 33,679,990 | $252.6M | 10.38% | +962,010+2.9% | Added |
| All-Stars Investment Ltd | 31,423,343 | $228.4M | 91.11% | 00.0% | Unchanged |
| Invesco Ltd. | 30,257,269 | $220.0M | 0.05% | +2,036,322+7.2% | Added |
| Farallon Capital Management, L.L.C. | 26,285,059 | $191.1M | 1.12% | −11,905,436−31.2% | Reduced |
| Vanguard Group Inc | 25,698,222 | $186.8M | 0.00% | +170,657+0.7% | Added |
| Alkeon Capital Management LLC | 23,354,750 | $169.8M | 0.93% | +1,050,000+4.7% | Added |
| Ward Ferry Management (BVI) Ltd | 17,595,284 | $127.9M | 18.08% | +1,364,600+8.4% | Added |
| Mubadala Investment Co PJSC | 16,776,591 | $122.0M | 0.48% | +5,263,157+45.7% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 15,598,269 | $113.4M | 3.52% | +5,700,805+57.6% | Added |
| Baillie Gifford & Co | 15,459,756 | $112.4M | 0.09% | −218,678−1.4% | Reduced |
| FIL Ltd | 14,045,026 | $102.1M | 0.10% | +1,519,936+12.1% | Added |
| Morgan Stanley | 13,725,904 | $99.8M | 0.01% | +9,998,828+268.3% | Added |
| SC US (TTGP), Ltd. | 13,057,904 | $94.9M | 0.70% | −19,151,592−59.5% | Reduced |
| Janus Henderson Group PLC | 11,807,182 | $85.8M | 0.05% | +317,980+2.8% | Added |
| Bank of America Corp | 11,044,370 | $80.3M | 0.01% | +10,943,999+10,903.5% | Added |
| Bamco Inc | 10,819,188 | $78.7M | 0.21% | +238,622+2.3% | Added |
| Pinpoint Asset Management Ltd | 9,685,790 | $70.6M | 11.39% | +1,806,868+22.9% | Added |
| SB Investment Advisers (UK) Ltd | 9,612,363 | $69.9M | 0.69% | −2,981,747−23.7% | Reduced |
| Goldman Sachs Group Inc | 9,126,147 | $66.3M | 0.01% | +7,351,886+414.4% | Added |
| Norges Bank | 8,063,168 | $58.6M | 0.01% | −1,200,154−13.0% | Reduced |
| Matthews International Capital Management LLC | 6,989,294 | $50.8M | 10.01% | −1,981,589−22.1% | Reduced |
| Indus Capital Partners, LLC | 6,214,988 | $45.2M | 28.09% | +596,100+10.6% | Added |
| JPMorgan Chase & Co | 5,824,103 | $42.3M | 0.00% | +69,795+1.2% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 5,683,727 | $41.3M | 7.77% | −2,961,083−34.3% | Reduced |
| E Fund Management Co., Ltd. | 5,492,652 | $39.9M | 2.47% | +44,370+0.8% | Added |
| Sylebra Capital LLC | 5,072,462 | $36.9M | 1.23% | +5,072,462 | New |
| Blue Creek Capital Management Ltd | 3,433,683 | $25.0M | 18.45% | −355,858−9.4% | Reduced |
| Carrhae Capital LLP | 3,378,147 | $24.6M | 4.81% | +3,378,147 | New |
| Yunqi Capital Ltd | 3,365,300 | $24.5M | 16.91% | +560,000+20.0% | Added |
| Alpine Investment Management Ltd | 3,187,495 | $23.2M | 7.62% | +3,187,495 | New |
| Brilliance Asset Management Ltd | 3,140,589 | $22.8M | 5.04% | +3,140,589 | New |
| IvyRock Asset Management (HK) Ltd | 2,843,100 | $20.7M | 9.61% | −300,000−9.5% | Reduced |
| Ameriprise Financial Inc | 2,826,548 | $20.5M | 0.01% | −483,344−14.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,456,695 | $17.9M | 0.04% | +160,000+7.0% | Added |
| UBS Group AG | 2,334,171 | $17.0M | 0.01% | +1,927,702+474.3% | Added |
| State Street Corp | 2,214,190 | $16.1M | 0.00% | −12,840−0.6% | Reduced |
| HSBC Holdings PLC | 2,090,234 | $15.2M | 0.01% | +44,967+2.2% | Added |
| Canada Pension Plan Investment Board | 1,923,310 | $14.0M | 0.01% | +22,410+1.2% | Added |
| Jupiter Asset Management Ltd | 1,905,700 | $13.9M | 0.13% | +1,905,700 | New |
| Perpetual Ltd | 1,645,061 | $12.0M | 0.12% | +39,398+2.5% | Added |
| Citadel Advisors LLC | 1,636,243 | $11.9M | 0.01% | −444,402−21.4% | Reduced |
| Highlander Partners, L.P. | 1,488,237 | $10.8M | 7.50% | +150,000+11.2% | Added |
| Softbank Group Corp | 1,458,592 | $10.6M | 0.06% | −263,498−15.3% | Reduced |
| Van Eck Associates Corp | 1,340,656 | $9.75M | 0.01% | −205,480−13.3% | Reduced |
| Legal & General Group Plc | 1,247,846 | $9.07M | 0.00% | +5,774+0.5% | Added |
| California Public Employees Retirement System | 1,127,120 | $8.19M | 0.01% | −42,424−3.6% | Reduced |
| Twenty Acre Capital LP | 1,089,400 | $7.92M | 7.72% | +160,100+17.2% | Added |
| Price T Rowe Associates Inc | 1,046,489 | $7.61M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,019,087 | $7.40M | 0.01% | −5,500−0.5% | Reduced |
| HarbourVest Partners LLC | 957,580 | $6.96M | 3.17% | 00.0% | Unchanged |
| GAM Holding AG | 942,671 | $6.85M | 0.50% | −297,435−24.0% | Reduced |
| Hel Ved Capital Management Ltd | 933,000 | $6.78M | 1.68% | −685,426−42.4% | Reduced |
| BlackRock Inc. | 872,293 | $6.34M | 0.00% | +6,032+0.7% | Added |
| Voloridge Investment Management, LLC | 823,171 | $5.98M | 0.02% | +455,010+123.6% | Added |
| Charles Schwab Investment Management Inc | 818,735 | $5.95M | 0.00% | −31,678−3.7% | Reduced |
| Federated Hermes, Inc. | 697,670 | $5.07M | 0.01% | −54,790−7.3% | Reduced |
| TB Alternative Assets Ltd. | 635,900 | $4.62M | 1.16% | −194,600−23.4% | Reduced |
| Citigroup Inc | 635,732 | $4.62M | 0.01% | +399,754+169.4% | Added |
| MIC Capital Management UK LLP | 630,697 | $4.59M | 0.87% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 591,266 | $4.29M | 0.39% | −38,130−6.1% | Reduced |
| Octahedron Capital Management L.P. | 565,300 | $4.11M | 6.03% | +45,000+8.6% | Added |
| Parkwood LLC | 543,421 | $3.95M | 0.42% | 00.0% | Unchanged |
| Westpac Banking Corp | 520,505 | $3.78M | 0.29% | +2280.0% | Added |
| Millennium Management LLC | 518,764 | $3.77M | 0.00% | −502,905−49.2% | Reduced |
| Renaissance Capital LLC | 440,635 | $3.20M | 1.66% | +12,796+3.0% | Added |
| ABS Direct Equity Fund LLC | 404,000 | $2.94M | 2.88% | +139,800+52.9% | Added |
| Russell Investments Group, Ltd. | 395,514 | $2.88M | 0.00% | +395,514 | New |
| Polymer Capital Management (HK) LTD | 359,000 | $2.61M | 0.66% | +188,100+110.1% | Added |
| Parametrica Management Ltd | 355,280 | $2.58M | 3.73% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 346,165 | $2.52M | 0.28% | −10,000−2.8% | Reduced |
| Penserra Capital Management LLC | 337,962 | $2.46M | 0.03% | −49,069−12.7% | Reduced |
| Macquarie Group Ltd | 333,975 | $2.43M | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 312,130 | $2.27M | 0.29% | +275,000+740.6% | Added |
| Two Sigma Investments, LP | 309,643 | $2.25M | 0.01% | +309,643 | New |
| Alps Advisors Inc | 306,667 | $2.23M | 0.02% | +113,695+58.9% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 296,200 | $2.15M | 2.42% | +296,200 | New |
| Qube Research & Technologies Ltd | 293,418 | $2.13M | 0.00% | +54,755+22.9% | Added |
| HRT Financial LP | 290,782 | $2.11M | 0.01% | +275,491+1,801.7% | Added |
| Ramirez Asset Management, Inc. | 246,875 | $1.79M | 0.36% | −39,634−13.8% | Reduced |
| Franklin Resources Inc | 193,625 | $1.41M | 0.00% | +78,435+68.1% | Added |
| Barclays PLC | 175,022 | $1.27M | 0.00% | −2,482,558−93.4% | Reduced |
| Schroder Investment Management Group | 172,199 | $1.25M | 0.00% | +32,404+23.2% | Added |
| Nomura Holdings Inc | 169,037 | $1.23M | 0.01% | +82,697+95.8% | Added |
| Jane Street Group, LLC | 151,145 | $1.10M | 0.00% | −1,243,281−89.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 150,300 | $1.09M | 0.00% | −273,600−64.5% | Reduced |
| UBS Asset Management Americas Inc | 146,300 | $1.06M | 0.00% | +22,100+17.8% | Added |
| Northern Trust Corp | 131,512 | $956.1K | 0.00% | +20,326+18.3% | Added |
| Rock Creek Group, LP | 131,292 | $954.5K | 0.12% | +11,292+9.4% | Added |
| Geode Capital Management, LLC | 109,199 | $793.9K | 0.00% | +372+0.3% | Added |
| Profund Advisors LLC | 104,838 | $762.2K | 0.03% | −23,492−18.3% | Reduced |
| Bank of New York Mellon Corp | 87,519 | $636.3K | 0.00% | +160.0% | Added |
| Handelsbanken Fonder AB | 75,100 | $546.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 70,874 | $515.3K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 70,505 | $512.6K | 0.04% | +46,103+188.9% | Added |
| Quantbot Technologies LP | 70,327 | $511.3K | 0.03% | +69,735+11,779.6% | Added |
| Marshall Wace, LLP | 69,700 | $506.7K | 0.00% | +69,700 | New |
| XTX Topco Ltd | 69,525 | $505.4K | 0.07% | +69,525 | New |
| Walleye Capital LLC | 69,480 | $505.1K | 0.01% | +69,480 | New |
| Trexquant Investment LP | 65,288 | $474.6K | 0.01% | +65,288 | New |