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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, Q3 2024

Institutional positions in Full Truck Alliance Co. Ltd. as of Sep 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
170
−6 vs. Q2 2024
Shares held
537.1M
−8.46M (−1.6%) vs. Q2 2024
Total value
$4.84B
+$451.8M (+10.3%) vs. Q2 2024
New holders
28
61 more added
Sold out
34
60 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 170 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 heldQ3 2024: $4.84B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q2 2024.

Institutions holding YMM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.31,002,105$279.3M0.05%+823,941+2.7%Added
Vanguard Group Inc28,647,742$258.1M0.00%+2,925,175+11.4%Added
FIL Ltd28,261,826$254.6M0.23%+10,694,113+60.9%Added
Morgan Stanley27,647,267$249.1M0.02%+2,646,972+10.6%Added
JPMorgan Chase & Co27,491,651$247.7M0.02%−5,031,886−15.5%Reduced
Krane Funds Advisors LLC25,944,017$233.8M8.40%−1,504,961−5.5%Reduced
Alkeon Capital Management LLC24,276,570$218.7M1.20%+921,820+3.9%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management24,217,383$218.2M6.93%−2,768,241−10.3%Reduced
All-Stars Investment Ltd24,186,610$217.9M89.29%−7,133,052−22.8%Reduced
SC China Holding Ltd21,873,415$194.0M7.51%+10.0%Added
Farallon Capital Management, L.L.C.20,665,548$186.2M1.02%−5,184,755−20.1%Reduced
Ward Ferry Management (BVI) Ltd20,275,184$182.7M20.18%+2,679,900+15.2%Added
Oceanlink Management Ltd.16,132,559$145.4M21.72%+8,265,808+105.1%Added
Baillie Gifford & Co15,417,727$138.9M0.10%00.0%Unchanged
First Beijing Investment Ltd13,740,729$123.8M9.09%+13,740,729New
SC US (TTGP), Ltd.13,057,904$117.7M0.86%00.0%Unchanged
Goldman Sachs Group Inc11,565,811$104.2M0.02%−266,274−2.3%Reduced
Bamco Inc10,405,899$93.8M0.25%+125,853+1.2%Added
Norges Bank8,462,572$76.2M0.01%+71,597+0.9%Added
Janus Henderson Group PLC7,924,957$71.4M0.04%−3,010,895−27.5%Reduced
Bank of America Corp7,442,931$67.1M0.01%+1,749,164+30.7%Added
Matthews International Capital Management LLC6,512,671$58.7M9.66%−424,098−6.1%Reduced
Sylebra Capital LLC6,509,215$58.6M1.94%−1,502,703−18.8%Reduced
E Fund Management Co., Ltd.5,222,878$47.1M2.42%+18,972+0.4%Added
SB Investment Advisers (UK) Ltd5,165,391$46.5M0.38%−3,167,166−38.0%Reduced
Nomura Asset Management Co Ltd5,156,188$46.5M0.14%+444,884+9.4%Added
Alpine Investment Management Ltd4,561,762$41.1M27.27%+3,719,506+441.6%Added
Voloridge Investment Management, LLC4,293,710$38.7M0.14%−269,067−5.9%Reduced
Citadel Advisors LLC4,191,544$37.8M0.04%−194,480−4.4%Reduced
Qube Research & Technologies Ltd3,931,621$35.4M0.06%+931,345+31.0%Added
Yunqi Capital Ltd3,915,300$35.3M22.14%+550,000+16.3%Added
Pinpoint Asset Management Ltd3,912,494$35.3M7.57%−3,936,562−50.2%Reduced
Robeco Institutional Asset Management B.V.3,701,028$33.3M0.07%+353,891+10.6%Added
Polunin Capital Partners Ltd3,337,424$29.6M6.93%+3,337,424New
North of South Capital LLP3,256,359$29.3M4.45%+3,256,359New
Brilliance Asset Management Ltd3,239,456$29.2M7.47%−1,045,285−24.4%Reduced
UBS Group AG3,122,587$28.1M0.01%−243,539−7.2%Reduced
Ameriprise Financial Inc2,762,386$24.9M0.01%+790,565+40.1%Added
State Street Corp2,609,508$23.5M0.00%+155,834+6.4%Added
Pictet Asset Management Holding SA2,417,475$21.8M0.02%−905,657−27.3%Reduced
WCM Investment Management, LLC2,260,044$20.8M0.05%−132,456−5.5%Reduced
Blue Creek Capital Management Ltd2,210,851$19.9M18.85%+2,210,851New
HSBC Holdings PLC2,158,634$19.4M0.01%+44,485+2.1%Added
Millennium Management LLC1,993,043$18.0M0.02%+602,962+43.4%Added
Perpetual Ltd1,864,459$16.8M0.18%+10,626+0.6%Added
Jane Street Group, LLC1,834,679$16.5M0.03%+50,051+2.8%Added
Alberta Investment Management Corp1,519,534$13.7M0.12%+784,498+106.7%Added
Highlander Partners, L.P.1,488,237$13.4M7.92%00.0%Unchanged
BlackRock, Inc.1,463,469$13.2M0.00%+1,463,469New
IvyRock Asset Management (HK) Ltd1,415,200$12.8M5.59%−1,427,900−50.2%Reduced
FengHe Fund Management Pte. Ltd.1,393,600$12.6M3.71%+276,600+24.8%Added
Van Eck Associates Corp1,380,263$12.5M0.02%−15,469−1.1%Reduced
Legal & General Group Plc1,292,830$11.6M0.00%+32,106+2.5%Added
SG Americas Securities, LLC1,200,185$10.8M0.04%+1,200,185New
Squarepoint Ops LLC1,124,574$10.1M0.03%−6,690−0.6%Reduced
Softbank Group Corp1,110,751$10.0M0.05%−411,946−27.1%Reduced
California Public Employees Retirement System1,077,963$9.71M0.01%+51,878+5.1%Added
Price T Rowe Associates Inc1,046,489$9.43M0.00%−46,691−4.3%Reduced
Capitolis Liquid Global Markets LLC1,000,000$9.01M0.10%00.0%Unchanged
HarbourVest Partners LLC957,580$8.63M4.49%00.0%Unchanged
Charles Schwab Investment Management Inc912,011$8.22M0.00%+100,080+12.3%Added
Manufacturers Life Insurance Company, The910,598$8.20M0.01%−149,082−14.1%Reduced
Pinebridge Investments, L.P.857,050$7.72M0.06%+857,050New
Twenty Acre Capital LP799,300$7.20M6.62%−89,500−10.1%Reduced
Federated Hermes, Inc.794,832$7.16M0.02%−71,543−8.3%Reduced
D. E. Shaw & Co., Inc.749,634$6.75M0.01%−382,111−33.8%Reduced
Oversea-Chinese Banking CORP Ltd704,770$6.35M0.18%+90,530+14.7%Added
Liontrust Investment Partners LLP729,994$5.87M0.08%00.0%Unchanged
SEI Investments Co636,809$5.74M0.01%+565,935+798.5%Added
Westpac Banking Corp578,275$5.21M0.35%00.0%Unchanged
Harvest Fund Management Co., Ltd545,517$4.91M0.29%+5,660+1.0%Added
ABS Direct Equity Fund LLC487,400$4.39M4.89%+130,900+36.7%Added
Citigroup Inc483,469$4.36M0.00%+27,303+6.0%Added
TB Alternative Assets Ltd.479,466$4.32M1.03%−156,434−24.6%Reduced
Polymer Capital Management (HK) LTD469,000$4.23M0.98%+199,000+73.7%Added
UBS Asset Management Americas Inc468,197$4.22M0.00%+468,197New
China Universal Asset Management Co., Ltd.420,000$3.78M0.42%+70,000+20.0%Added
Seven Eight Capital, LP404,000$3.64M0.33%+361,366+847.6%Added
Barclays PLC395,762$3.57M0.00%+395,762New
Y-Intercept (Hong Kong) Ltd391,253$3.53M0.22%+391,253New
Old Mission Capital LLC362,434$3.27M0.07%+362,434New
Parametrica Management Ltd355,280$3.20M3.81%00.0%Unchanged
Man Group plc337,399$3.04M0.01%−146,554−30.3%Reduced
Macquarie Group Ltd333,975$3.01M0.00%00.0%Unchanged
HRT Financial LP328,356$2.96M0.01%+77,044+30.7%Added
GAM Holding AG323,161$2.91M0.23%−457,632−58.6%Reduced
Octahedron Capital Management L.P.320,000$2.88M3.21%−112,300−26.0%Reduced
Nomura Holdings Inc312,707$2.82M0.02%+22,620+7.8%Added
Two Sigma Investments, LP303,001$2.73M0.01%−81,334−21.2%Reduced
Taikang Asset Management (Hong Kong) Co Ltd300,000$2.70M0.28%−1,315,797−81.4%Reduced
Franklin Resources Inc277,966$2.61M0.00%+66,638+31.5%Added
Canada Pension Plan Investment Board288,110$2.60M0.00%−783,600−73.1%Reduced
SIH Partners, LLLP282,000$2.54M1.52%+240,000+571.4%Added
Susquehanna International Group, LLP266,750$2.40M0.00%+38,608+16.9%Added
ExodusPoint Capital Management, LP252,483$2.27M0.02%+252,483New
Quadrature Capital Ltd239,337$2.16M0.05%−268,978−52.9%Reduced
Penserra Capital Management LLC233,001$2.10M0.05%−15,480−6.2%Reduced
Ramirez Asset Management, Inc.231,722$2.09M0.40%−3,237−1.4%Reduced
Twinbeech Capital LP208,922$1.88M0.04%+68,377+48.7%Added
Northern Trust Corp190,390$1.72M0.00%−1,934−1.0%Reduced