Full Truck Alliance Co. Ltd.

YMM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001838413

SEC filings (opens in a new tab)

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.

Q1 2024 vs. Q4 2023

How the institutions holding Full Truck Alliance Co. Ltd. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of YMM: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	149	1	146	−2
Shares	465.3M	3.08M	496.4M	+34.2M (+7.4%)
Value	$3.25B	$21.6M	$3.66B	+$427.4M (+13.2%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held Full Truck Alliance Co. Ltd. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to YMM in Q1 2024
Institution	Shares	Value	% of portfolio
Sylebra Capital LLC	5,072,462	$36.9M	1.23%
Carrhae Capital LLP	3,378,147	$24.6M	4.81%
Alpine Investment Management Ltd	3,187,495	$23.2M	7.62%
Brilliance Asset Management Ltd	3,140,589	$22.8M	5.04%
Jupiter Asset Management Ltd	1,905,700	$13.9M	0.13%
Russell Investments Group, Ltd.	395,514	$2.88M	0.00%
Two Sigma Investments, LP	309,643	$2.25M	0.01%
Dymon Asia Capital (Singapore) Pte. Ltd.	296,200	$2.15M	2.42%
Marshall Wace, LLP	69,700	$506.7K	0.00%
XTX Topco Ltd	69,525	$505.4K	0.07%
Walleye Capital LLC	69,480	$505.1K	0.01%
Trexquant Investment LP	65,288	$474.6K	0.01%
Caxton Associates LP	44,634	$324.5K	0.02%
Gsa Capital Partners LLP	40,215	$292.0K	0.02%
Fox Run Management, L.L.C.	38,380	$279.0K	0.06%
Bramshill Investments, LLC	28,567	$207.7K	0.02%
HighTower Advisors, LLC	21,265	$155.0K	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	20,000	$145.0K	0.00%
Wolverine Trading, LLC	12,842	$93.4K	0.00%
D. E. Shaw & Co., Inc.	10,300	$74.9K	0.00%
Nomura Asset Management Co Ltd	3,300	$24.0K	0.00%
Principal Securities, Inc.	23	$167	0.00%

Sold out (24)

Institutions that held Full Truck Alliance Co. Ltd. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of YMM in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Carmignac Gestion	3,912,495	$27.4M
Old Mission Capital LLC	889,749	$6.24M
Schonfeld Strategic Advisors LLC	625,240	$4.38M
Point72 Asset Management, L.P.	364,500	$2.56M
Twinbeech Capital LP	293,245	$2.06M
Lombard Odier Asset Management (Switzerland) SA	183,688	$1.29M
Quaero Capital S.A.	157,965	$1.11M
Jump Financial, LLC	81,000	$567.8K
Point72 Hong Kong Ltd	66,772	$468.1K
Engineers Gate Manager LP	61,119	$428.4K
Capital Fund Management S.A.	46,901	$328.8K
DRW Securities, LLC	43,711	$306.4K
Flow Traders U.S. LLC	43,581	$306.0K
Marex Group plc	38,010	$266.4K
Virtu Financial LLC	28,930	$203.0K
Aigen Investment Management, LP	28,751	$201.5K
Compagnie Lombard Odier SCmA	26,400	$185.1K
Centiva Capital, LP	22,560	$158.1K
Crossmark Global Holdings, Inc.	13,526	$95.0K
Banque Cantonale Vaudoise	2,974	$21.0K
Ronald Blue Trust, Inc.	2,320	$16.0K
Advisors Preferred, LLC	2,361	$15.6K
US Bancorp	1,912	$13.4K
Arlington Trust Co LLC	218	$1.53K

Not filed for Q1 2024 yet (1)

Institutions that held Full Truck Alliance Co. Ltd. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding YMM in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Kaizen Capital Partners Ltd	3,081,335	$21.6M