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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, Q2 2024

Institutional positions in Full Truck Alliance Co. Ltd. as of Jun 30, 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
177
+32 vs. Q1 2024
Shares held
546.8M
+53.8M (+10.9%) vs. Q1 2024
Total value
$4.39B
+$760.3M (+20.9%) vs. Q1 2024
New holders
47
59 more added
Sold out
15
51 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 177 institutions
Q1 2021: 0 institutionsQ2 2021: 67 institutionsQ3 2021: 57 institutionsQ4 2021: 97 institutionsQ1 2022: 88 institutionsQ2 2022: 109 institutionsQ3 2022: 105 institutionsQ4 2022: 126 institutionsQ1 2023: 133 institutionsQ2 2023: 118 institutionsQ3 2023: 121 institutionsQ4 2023: 149 institutionsQ1 2024: 146 institutionsQ2 2024: 177 institutionsQ3 2024: 170 institutionsQ4 2024: 195 institutionsQ1 2025: 247 institutionsQ2 2025: 229 institutionsQ3 2025: 229 institutionsQ4 2025: 211 institutionsQ1 2026: 203 institutionsQ2 2026: 245 institutions
Value heldQ2 2024: $4.39B
Q1 2021: $0Q2 2021: $1.80BQ3 2021: $1.54BQ4 2021: $2.56BQ1 2022: $2.40BQ2 2022: $3.53BQ3 2022: $2.65BQ4 2022: $3.60BQ1 2023: $3.49BQ2 2023: $2.73BQ3 2023: $3.10BQ4 2023: $3.25BQ1 2024: $3.66BQ2 2024: $4.39BQ3 2024: $4.84BQ4 2024: $6.93BQ1 2025: $8.32BQ2 2025: $7.93BQ3 2025: $9.24BQ4 2025: $7.98BQ1 2026: $5.96BQ2 2026: $6.01B
Institutions holding YMM and their total value by quarter
QuarterHoldersValue
Q2 2026245$6.01B
Q1 2026203$5.96B
Q4 2025211$7.98B
Q3 2025229$9.24B
Q2 2025229$7.93B
Q1 2025247$8.32B
Q4 2024195$6.93B
Q3 2024170$4.84B
Q2 2024177$4.39B
Q1 2024146$3.66B
Q4 2023149$3.25B
Q3 2023121$3.10B
Q2 2023118$2.73B
Q1 2023133$3.49B
Q4 2022126$3.60B
Q3 2022105$2.65B
Q2 2022109$3.53B
Q1 202288$2.40B
Q4 202197$2.56B
Q3 202157$1.54B
Q2 202167$1.80B
Q1 20210$0

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q1 2024.

Institutions holding YMM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co32,523,537$261.5M0.02%+26,699,434+458.4%Added
All-Stars Investment Ltd31,319,662$251.8M89.87%−103,681−0.3%Reduced
Invesco Ltd.30,178,164$242.6M0.05%−79,105−0.3%Reduced
Krane Funds Advisors LLC27,448,978$220.7M9.31%−6,231,012−18.5%Reduced
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management26,985,624$217.0M5.72%+11,387,355+73.0%Added
Farallon Capital Management, L.L.C.25,850,303$207.8M1.23%−434,756−1.7%Reduced
Vanguard Group Inc25,722,567$206.8M0.00%+24,345+0.1%Added
Morgan Stanley25,000,295$201.0M0.02%+11,274,391+82.1%Added
Alkeon Capital Management LLC23,354,750$187.8M0.96%00.0%Unchanged
SC China Holding Ltd21,873,414$173.0M6.38%−24,959,441−53.3%Reduced
Ward Ferry Management (BVI) Ltd17,595,284$141.5M19.06%00.0%Unchanged
FIL Ltd17,567,713$141.2M0.14%+3,522,687+25.1%Added
Mubadala Investment Co PJSC16,776,591$134.9M0.55%00.0%Unchanged
Baillie Gifford & Co15,417,727$124.0M0.10%−42,029−0.3%Reduced
SC US (TTGP), Ltd.13,057,904$105.0M0.85%00.0%Unchanged
Goldman Sachs Group Inc11,832,085$95.1M0.02%+2,705,938+29.7%Added
Janus Henderson Group PLC10,935,852$87.9M0.05%−871,330−7.4%Reduced
Bamco Inc10,280,046$82.7M0.24%−539,142−5.0%Reduced
Norges Bank8,390,975$67.5M0.01%+327,807+4.1%Added
SB Investment Advisers (UK) Ltd8,332,557$67.0M0.62%−1,279,806−13.3%Reduced
Sylebra Capital LLC8,011,918$64.4M2.39%+2,939,456+57.9%Added
Oceanlink Management Ltd.7,866,751$63.2M9.47%+7,866,751New
Pinpoint Asset Management Ltd7,849,056$63.1M9.32%−1,836,734−19.0%Reduced
Matthews International Capital Management LLC6,936,769$55.8M12.14%−52,525−0.8%Reduced
Indus Capital Partners, LLC5,700,988$45.8M28.06%−514,000−8.3%Reduced
Bank of America Corp5,693,767$45.8M0.00%−5,350,603−48.4%Reduced
E Fund Management Co., Ltd.5,203,906$41.8M2.31%−288,746−5.3%Reduced
Nomura Asset Management Co Ltd4,711,304$37.9M0.13%+4,708,004+142,666.8%Added
Voloridge Investment Management, LLC4,562,777$36.7M0.14%+3,739,606+454.3%Added
Citadel Advisors LLC4,386,024$35.3M0.03%+2,749,781+168.1%Added
Brilliance Asset Management Ltd4,284,741$34.4M8.65%+1,144,152+36.4%Added
Carrhae Capital LLP3,966,866$31.9M5.22%+588,719+17.4%Added
UBS Group AG3,366,126$27.1M0.01%+1,031,955+44.2%Added
Yunqi Capital Ltd3,365,300$27.1M17.11%00.0%Unchanged
Robeco Institutional Asset Management B.V.3,347,137$26.9M0.06%+890,442+36.2%Added
Pictet Asset Management Holding SA3,323,132$26.7M0.03%+3,323,132New
Qube Research & Technologies Ltd3,000,276$24.1M0.04%+2,706,858+922.5%Added
IvyRock Asset Management (HK) Ltd2,843,100$22.9M9.74%00.0%Unchanged
WCM Investment Management, LLC2,392,500$19.8M0.05%+2,392,500New
State Street Corp2,453,674$19.7M0.00%+239,484+10.8%Added
HSBC Holdings PLC2,114,149$16.8M0.01%+23,915+1.1%Added
Healthcare of Ontario Pension Plan Trust Fund1,985,200$16.0M0.05%+1,834,900+1,220.8%Added
Ameriprise Financial Inc1,971,821$15.9M0.00%−854,727−30.2%Reduced
Perpetual Ltd1,853,833$14.9M0.16%+208,772+12.7%Added
Jane Street Group, LLC1,784,628$14.3M0.02%+1,633,483+1,080.7%Added
Taikang Asset Management (Hong Kong) Co Ltd1,615,797$13.0M2.02%+1,615,797New
Softbank Group Corp1,522,697$12.2M0.06%+64,105+4.4%Added
Highlander Partners, L.P.1,488,237$12.0M7.96%00.0%Unchanged
Van Eck Associates Corp1,395,732$11.2M0.02%+55,076+4.1%Added
Millennium Management LLC1,390,081$11.2M0.01%+871,317+168.0%Added
Legal & General Group Plc1,260,724$10.1M0.00%+12,878+1.0%Added
BlackRock Inc.1,210,123$9.73M0.00%+337,830+38.7%Added
D. E. Shaw & Co., Inc.1,131,745$9.10M0.01%+1,121,445+10,887.8%Added
Squarepoint Ops LLC1,131,264$9.10M0.03%+1,112,848+6,042.8%Added
FengHe Fund Management Pte. Ltd.1,117,000$8.98M1.25%+1,117,000New
Kadensa Capital Ltd1,103,670$8.87M2.09%+1,103,670New
Price T Rowe Associates Inc1,093,180$8.79M0.00%+46,691+4.5%Added
Canada Pension Plan Investment Board1,071,710$8.62M0.01%−851,600−44.3%Reduced
Manufacturers Life Insurance Company, The1,059,680$8.52M0.01%+40,593+4.0%Added
California Public Employees Retirement System1,026,085$8.25M0.01%−101,035−9.0%Reduced
Capitolis Liquid Global Markets LLC1,000,000$8.04M0.10%+1,000,000New
HarbourVest Partners LLC957,580$7.70M4.10%00.0%Unchanged
Twenty Acre Capital LP888,800$7.30M6.77%−200,600−18.4%Reduced
Acadian Asset Management LLC869,267$6.99M0.02%+869,267New
Federated Hermes, Inc.866,375$6.97M0.02%+168,705+24.2%Added
Cubist Systematic Strategies, LLC854,104$6.87M0.12%+820,928+2,474.5%Added
Alpine Investment Management Ltd842,256$6.77M2.60%−2,345,239−73.6%Reduced
Charles Schwab Investment Management Inc811,931$6.53M0.00%−6,804−0.8%Reduced
Tiger Pacific Capital LP811,008$6.52M1.88%+811,008New
GAM Holding AG780,793$6.28M0.48%−161,878−17.2%Reduced
Alberta Investment Management Corp735,036$5.91M0.06%+735,036New
Liontrust Investment Partners LLP729,994$5.87M0.08%+729,994New
TB Alternative Assets Ltd.635,900$5.11M1.19%00.0%Unchanged
MIC Capital Management UK LLP630,697$5.07M1.10%00.0%Unchanged
Oversea-Chinese Banking CORP Ltd614,240$4.94M0.15%+614,240New
Westpac Banking Corp578,275$4.65M0.37%+57,770+11.1%Added
Harvest Fund Management Co., Ltd539,857$4.33M0.31%−51,409−8.7%Reduced
Quadrature Capital Ltd508,315$4.08M0.07%+481,681+1,808.5%Added
Walleye Capital LLC488,034$3.92M0.04%+418,554+602.4%Added
Man Group plc483,953$3.89M0.01%+483,953New
Citigroup Inc456,166$3.67M0.00%−179,566−28.2%Reduced
Catalyst Funds Management Pty Ltd454,600$3.65M0.98%+454,600New
Octahedron Capital Management L.P.432,300$3.48M3.49%−133,000−23.5%Reduced
UBS Oconnor LLC397,190$3.19M0.09%+397,190New
Two Sigma Investments, LP384,335$3.09M0.01%+74,692+24.1%Added
Hel Ved Capital Management Ltd382,600$3.08M1.08%−550,400−59.0%Reduced
Point72 Hong Kong Ltd362,808$2.92M0.18%+362,808New
ABS Direct Equity Fund LLC356,500$2.87M3.22%−47,500−11.8%Reduced
Parametrica Management Ltd355,280$2.86M3.78%00.0%Unchanged
China Universal Asset Management Co., Ltd.350,000$2.81M0.40%+37,870+12.1%Added
Macquarie Group Ltd333,975$2.69M0.00%00.0%Unchanged
Russell Investments Group, Ltd.302,325$2.43M0.00%−93,189−23.6%Reduced
Nomura Holdings Inc290,087$2.33M0.01%+121,050+71.6%Added
Polymer Capital Management (HK) LTD270,000$2.17M0.44%−89,000−24.8%Reduced
HRT Financial LP251,312$2.02M0.01%−39,470−13.6%Reduced
Penserra Capital Management LLC248,481$2.00M0.03%−89,481−26.5%Reduced
Ramirez Asset Management, Inc.234,959$1.89M0.38%−11,916−4.8%Reduced
Susquehanna International Group, LLP228,142$1.83M0.00%+165,518+264.3%Added
Gsa Capital Partners LLP213,970$1.72M0.12%+173,755+432.1%Added
Franklin Resources Inc211,328$1.70M0.00%+17,703+9.1%Added