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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 539,857 | $4.33M | 0.31% | −51,409−8.7% | Reduced |
| Westpac Banking Corp | 578,275 | $4.65M | 0.37% | +57,770+11.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 614,240 | $4.94M | 0.15% | +614,240 | New |
| MIC Capital Management UK LLP | 630,697 | $5.07M | 1.10% | 00.0% | Unchanged |
| TB Alternative Assets Ltd. | 635,900 | $5.11M | 1.19% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 729,994 | $5.87M | 0.08% | +729,994 | New |
| Alberta Investment Management Corp | 735,036 | $5.91M | 0.06% | +735,036 | New |
| GAM Holding AG | 780,793 | $6.28M | 0.48% | −161,878−17.2% | Reduced |
| Tiger Pacific Capital LP | 811,008 | $6.52M | 1.88% | +811,008 | New |
| Charles Schwab Investment Management Inc | 811,931 | $6.53M | 0.00% | −6,804−0.8% | Reduced |
| Alpine Investment Management Ltd | 842,256 | $6.77M | 2.60% | −2,345,239−73.6% | Reduced |
| Cubist Systematic Strategies, LLC | 854,104 | $6.87M | 0.12% | +820,928+2,474.5% | Added |
| Federated Hermes, Inc. | 866,375 | $6.97M | 0.02% | +168,705+24.2% | Added |
| Acadian Asset Management LLC | 869,267 | $6.99M | 0.02% | +869,267 | New |
| Twenty Acre Capital LP | 888,800 | $7.30M | 6.77% | −200,600−18.4% | Reduced |
| HarbourVest Partners LLC | 957,580 | $7.70M | 4.10% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 1,000,000 | $8.04M | 0.10% | +1,000,000 | New |
| California Public Employees Retirement System | 1,026,085 | $8.25M | 0.01% | −101,035−9.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,059,680 | $8.52M | 0.01% | +40,593+4.0% | Added |
| Canada Pension Plan Investment Board | 1,071,710 | $8.62M | 0.01% | −851,600−44.3% | Reduced |
| Price T Rowe Associates Inc | 1,093,180 | $8.79M | 0.00% | +46,691+4.5% | Added |
| Kadensa Capital Ltd | 1,103,670 | $8.87M | 2.09% | +1,103,670 | New |
| FengHe Fund Management Pte. Ltd. | 1,117,000 | $8.98M | 1.25% | +1,117,000 | New |
| Squarepoint Ops LLC | 1,131,264 | $9.10M | 0.03% | +1,112,848+6,042.8% | Added |
| D. E. Shaw & Co., Inc. | 1,131,745 | $9.10M | 0.01% | +1,121,445+10,887.8% | Added |
| BlackRock Inc. | 1,210,123 | $9.73M | 0.00% | +337,830+38.7% | Added |
| Legal & General Group Plc | 1,260,724 | $10.1M | 0.00% | +12,878+1.0% | Added |
| Millennium Management LLC | 1,390,081 | $11.2M | 0.01% | +871,317+168.0% | Added |
| Van Eck Associates Corp | 1,395,732 | $11.2M | 0.02% | +55,076+4.1% | Added |
| Highlander Partners, L.P. | 1,488,237 | $12.0M | 7.96% | 00.0% | Unchanged |
| Softbank Group Corp | 1,522,697 | $12.2M | 0.06% | +64,105+4.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,615,797 | $13.0M | 2.02% | +1,615,797 | New |
| Jane Street Group, LLC | 1,784,628 | $14.3M | 0.02% | +1,633,483+1,080.7% | Added |
| Perpetual Ltd | 1,853,833 | $14.9M | 0.16% | +208,772+12.7% | Added |
| Ameriprise Financial Inc | 1,971,821 | $15.9M | 0.00% | −854,727−30.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,985,200 | $16.0M | 0.05% | +1,834,900+1,220.8% | Added |
| HSBC Holdings PLC | 2,114,149 | $16.8M | 0.01% | +23,915+1.1% | Added |
| State Street Corp | 2,453,674 | $19.7M | 0.00% | +239,484+10.8% | Added |
| WCM Investment Management, LLC | 2,392,500 | $19.8M | 0.05% | +2,392,500 | New |
| IvyRock Asset Management (HK) Ltd | 2,843,100 | $22.9M | 9.74% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,000,276 | $24.1M | 0.04% | +2,706,858+922.5% | Added |
| Pictet Asset Management Holding SA | 3,323,132 | $26.7M | 0.03% | +3,323,132 | New |
| Robeco Institutional Asset Management B.V. | 3,347,137 | $26.9M | 0.06% | +890,442+36.2% | Added |
| Yunqi Capital Ltd | 3,365,300 | $27.1M | 17.11% | 00.0% | Unchanged |
| UBS Group AG | 3,366,126 | $27.1M | 0.01% | +1,031,955+44.2% | Added |
| Carrhae Capital LLP | 3,966,866 | $31.9M | 5.22% | +588,719+17.4% | Added |
| Brilliance Asset Management Ltd | 4,284,741 | $34.4M | 8.65% | +1,144,152+36.4% | Added |
| Citadel Advisors LLC | 4,386,024 | $35.3M | 0.03% | +2,749,781+168.1% | Added |
| Voloridge Investment Management, LLC | 4,562,777 | $36.7M | 0.14% | +3,739,606+454.3% | Added |
| Nomura Asset Management Co Ltd | 4,711,304 | $37.9M | 0.13% | +4,708,004+142,666.8% | Added |
| E Fund Management Co., Ltd. | 5,203,906 | $41.8M | 2.31% | −288,746−5.3% | Reduced |
| Bank of America Corp | 5,693,767 | $45.8M | 0.00% | −5,350,603−48.4% | Reduced |
| Indus Capital Partners, LLC | 5,700,988 | $45.8M | 28.06% | −514,000−8.3% | Reduced |
| Matthews International Capital Management LLC | 6,936,769 | $55.8M | 12.14% | −52,525−0.8% | Reduced |
| Pinpoint Asset Management Ltd | 7,849,056 | $63.1M | 9.32% | −1,836,734−19.0% | Reduced |
| Oceanlink Management Ltd. | 7,866,751 | $63.2M | 9.47% | +7,866,751 | New |
| Sylebra Capital LLC | 8,011,918 | $64.4M | 2.39% | +2,939,456+57.9% | Added |
| SB Investment Advisers (UK) Ltd | 8,332,557 | $67.0M | 0.62% | −1,279,806−13.3% | Reduced |
| Norges Bank | 8,390,975 | $67.5M | 0.01% | +327,807+4.1% | Added |
| Bamco Inc | 10,280,046 | $82.7M | 0.24% | −539,142−5.0% | Reduced |
| Janus Henderson Group PLC | 10,935,852 | $87.9M | 0.05% | −871,330−7.4% | Reduced |
| Goldman Sachs Group Inc | 11,832,085 | $95.1M | 0.02% | +2,705,938+29.7% | Added |
| SC US (TTGP), Ltd. | 13,057,904 | $105.0M | 0.85% | 00.0% | Unchanged |
| Baillie Gifford & Co | 15,417,727 | $124.0M | 0.10% | −42,029−0.3% | Reduced |
| Mubadala Investment Co PJSC | 16,776,591 | $134.9M | 0.55% | 00.0% | Unchanged |
| FIL Ltd | 17,567,713 | $141.2M | 0.14% | +3,522,687+25.1% | Added |
| Ward Ferry Management (BVI) Ltd | 17,595,284 | $141.5M | 19.06% | 00.0% | Unchanged |
| SC China Holding Ltd | 21,873,414 | $173.0M | 6.38% | −24,959,441−53.3% | Reduced |
| Alkeon Capital Management LLC | 23,354,750 | $187.8M | 0.96% | 00.0% | Unchanged |
| Morgan Stanley | 25,000,295 | $201.0M | 0.02% | +11,274,391+82.1% | Added |
| Vanguard Group Inc | 25,722,567 | $206.8M | 0.00% | +24,345+0.1% | Added |
| Farallon Capital Management, L.L.C. | 25,850,303 | $207.8M | 1.23% | −434,756−1.7% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 26,985,624 | $217.0M | 5.72% | +11,387,355+73.0% | Added |
| Krane Funds Advisors LLC | 27,448,978 | $220.7M | 9.31% | −6,231,012−18.5% | Reduced |
| Invesco Ltd. | 30,178,164 | $242.6M | 0.05% | −79,105−0.3% | Reduced |
| All-Stars Investment Ltd | 31,319,662 | $251.8M | 89.87% | −103,681−0.3% | Reduced |
| JPMorgan Chase & Co | 32,523,537 | $261.5M | 0.02% | +26,699,434+458.4% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,683,727−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −1,905,700−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −543,421−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −440,635−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −175,022−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −146,300−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −70,505−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −65,288−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −61,284−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −38,380−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −33,805−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,426−100.0% | Sold out |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 0 | $0 | 0.00% | −13,519−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,842−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Blue Creek Capital Management Ltd | – | – | – | – | Not filed |