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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 1,247,846 | $9.07M | 0.00% | +5,774+0.5% | Added |
| Van Eck Associates Corp | 1,340,656 | $9.75M | 0.01% | −205,480−13.3% | Reduced |
| Softbank Group Corp | 1,458,592 | $10.6M | 0.06% | −263,498−15.3% | Reduced |
| Highlander Partners, L.P. | 1,488,237 | $10.8M | 7.50% | +150,000+11.2% | Added |
| Citadel Advisors LLC | 1,636,243 | $11.9M | 0.01% | −444,402−21.4% | Reduced |
| Perpetual Ltd | 1,645,061 | $12.0M | 0.12% | +39,398+2.5% | Added |
| Jupiter Asset Management Ltd | 1,905,700 | $13.9M | 0.13% | +1,905,700 | New |
| Canada Pension Plan Investment Board | 1,923,310 | $14.0M | 0.01% | +22,410+1.2% | Added |
| HSBC Holdings PLC | 2,090,234 | $15.2M | 0.01% | +44,967+2.2% | Added |
| State Street Corp | 2,214,190 | $16.1M | 0.00% | −12,840−0.6% | Reduced |
| UBS Group AG | 2,334,171 | $17.0M | 0.01% | +1,927,702+474.3% | Added |
| Robeco Institutional Asset Management B.V. | 2,456,695 | $17.9M | 0.04% | +160,000+7.0% | Added |
| Ameriprise Financial Inc | 2,826,548 | $20.5M | 0.01% | −483,344−14.6% | Reduced |
| IvyRock Asset Management (HK) Ltd | 2,843,100 | $20.7M | 9.61% | −300,000−9.5% | Reduced |
| Brilliance Asset Management Ltd | 3,140,589 | $22.8M | 5.04% | +3,140,589 | New |
| Alpine Investment Management Ltd | 3,187,495 | $23.2M | 7.62% | +3,187,495 | New |
| Yunqi Capital Ltd | 3,365,300 | $24.5M | 16.91% | +560,000+20.0% | Added |
| Carrhae Capital LLP | 3,378,147 | $24.6M | 4.81% | +3,378,147 | New |
| Blue Creek Capital Management Ltd | 3,433,683 | $25.0M | 18.45% | −355,858−9.4% | Reduced |
| Sylebra Capital LLC | 5,072,462 | $36.9M | 1.23% | +5,072,462 | New |
| E Fund Management Co., Ltd. | 5,492,652 | $39.9M | 2.47% | +44,370+0.8% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 5,683,727 | $41.3M | 7.77% | −2,961,083−34.3% | Reduced |
| JPMorgan Chase & Co | 5,824,103 | $42.3M | 0.00% | +69,795+1.2% | Added |
| Indus Capital Partners, LLC | 6,214,988 | $45.2M | 28.09% | +596,100+10.6% | Added |
| Matthews International Capital Management LLC | 6,989,294 | $50.8M | 10.01% | −1,981,589−22.1% | Reduced |
| Norges Bank | 8,063,168 | $58.6M | 0.01% | −1,200,154−13.0% | Reduced |
| Goldman Sachs Group Inc | 9,126,147 | $66.3M | 0.01% | +7,351,886+414.4% | Added |
| SB Investment Advisers (UK) Ltd | 9,612,363 | $69.9M | 0.69% | −2,981,747−23.7% | Reduced |
| Pinpoint Asset Management Ltd | 9,685,790 | $70.6M | 11.39% | +1,806,868+22.9% | Added |
| Bamco Inc | 10,819,188 | $78.7M | 0.21% | +238,622+2.3% | Added |
| Bank of America Corp | 11,044,370 | $80.3M | 0.01% | +10,943,999+10,903.5% | Added |
| Janus Henderson Group PLC | 11,807,182 | $85.8M | 0.05% | +317,980+2.8% | Added |
| SC US (TTGP), Ltd. | 13,057,904 | $94.9M | 0.70% | −19,151,592−59.5% | Reduced |
| Morgan Stanley | 13,725,904 | $99.8M | 0.01% | +9,998,828+268.3% | Added |
| FIL Ltd | 14,045,026 | $102.1M | 0.10% | +1,519,936+12.1% | Added |
| Baillie Gifford & Co | 15,459,756 | $112.4M | 0.09% | −218,678−1.4% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 15,598,269 | $113.4M | 3.52% | +5,700,805+57.6% | Added |
| Mubadala Investment Co PJSC | 16,776,591 | $122.0M | 0.48% | +5,263,157+45.7% | Added |
| Ward Ferry Management (BVI) Ltd | 17,595,284 | $127.9M | 18.08% | +1,364,600+8.4% | Added |
| Alkeon Capital Management LLC | 23,354,750 | $169.8M | 0.93% | +1,050,000+4.7% | Added |
| Vanguard Group Inc | 25,698,222 | $186.8M | 0.00% | +170,657+0.7% | Added |
| Farallon Capital Management, L.L.C. | 26,285,059 | $191.1M | 1.12% | −11,905,436−31.2% | Reduced |
| Invesco Ltd. | 30,257,269 | $220.0M | 0.05% | +2,036,322+7.2% | Added |
| All-Stars Investment Ltd | 31,423,343 | $228.4M | 91.11% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 33,679,990 | $252.6M | 10.38% | +962,010+2.9% | Added |
| SC China Holding Ltd | 46,832,855 | $382.2M | 35.36% | +19,151,592+69.2% | Added |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −26,400−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −3,912,495−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −889,749−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −625,240−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −364,500−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −293,245−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −183,688−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −157,965−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −81,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −66,772−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −61,119−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −46,901−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −43,711−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −43,581−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −38,010−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −28,930−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −28,751−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −22,560−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −13,526−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,912−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Kaizen Capital Partners Ltd | – | – | – | – | Not filed |