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, Q4 2024
Institutional positions in Full Truck Alliance Co. Ltd. as of Dec 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
- 195
- +25 vs. Q3 2024
- Shares held
- 639.8M
- +102.7M (+19.1%) vs. Q3 2024
- Total value
- $6.93B
- +$2.09B (+43.2%) vs. Q3 2024
- New holders
- 48
- 61 more added
- Sold out
- 23
- 69 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 353,000 | $3.82M | 0.36% | −67,000−16.0% | Reduced |
| ABS Direct Equity Fund LLC | 373,700 | $4.04M | 4.69% | −113,700−23.3% | Reduced |
| Harvest Fund Management Co., Ltd | 378,170 | $4.09M | 0.19% | −167,347−30.7% | Reduced |
| Trexquant Investment LP | 399,891 | $4.33M | 0.05% | +305,672+324.4% | Added |
| TB Alternative Assets Ltd. | 403,766 | $4.37M | 1.12% | −75,700−15.8% | Reduced |
| Polymer Capital Management (HK) LTD | 430,672 | $4.66M | 0.82% | −38,328−8.2% | Reduced |
| Kadensa Capital Ltd | 452,080 | $4.89M | 0.59% | +452,080 | New |
| GAM Holding AG | 456,786 | $4.94M | 0.37% | +133,625+41.3% | Added |
| Westpac Banking Corp | 520,006 | $5.63M | 0.37% | −58,269−10.1% | Reduced |
| Octahedron Capital Management L.P. | 524,000 | $5.67M | 5.38% | +204,000+63.7% | Added |
| SEI Investments Co | 541,547 | $5.86M | 0.01% | −95,262−15.0% | Reduced |
| WT Asset Management Ltd | 558,800 | $6.05M | 0.67% | +445,800+394.5% | Added |
| Keystone Investors Pte Ltd | 591,952 | $6.40M | 0.45% | +591,952 | New |
| Millennium Management LLC | 593,590 | $6.42M | 0.01% | −1,399,453−70.2% | Reduced |
| Price T Rowe Associates Inc | 697,661 | $7.55M | 0.00% | −348,828−33.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 704,944 | $7.62M | 0.22% | +1740.0% | Added |
| SG Americas Securities, LLC | 715,426 | $7.74M | 0.03% | −484,759−40.4% | Reduced |
| Twenty Acre Capital LP | 811,200 | $8.78M | 7.17% | +11,900+1.5% | Added |
| D. E. Shaw & Co., Inc. | 831,023 | $8.99M | 0.01% | +81,389+10.9% | Added |
| Schroder Investment Management Group | 859,444 | $9.30M | 0.01% | +706,122+460.5% | Added |
| Charles Schwab Investment Management Inc | 891,591 | $9.65M | 0.00% | −20,420−2.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 896,500 | $9.70M | 0.02% | +846,600+1,696.6% | Added |
| Burgundy Asset Management Ltd. | 915,700 | $9.91M | 0.10% | +859,901+1,541.1% | Added |
| HarbourVest Partners LLC | 957,580 | $10.4M | 5.11% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 1,000,000 | $10.8M | 0.11% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,004,308 | $10.9M | 0.08% | +147,258+17.2% | Added |
| Woodline Partners LP | 1,014,240 | $11.0M | 0.07% | +1,014,240 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,017,584 | $11.0M | 0.03% | +967,584+1,935.2% | Added |
| IvyRock Asset Management (HK) Ltd | 1,023,100 | $11.1M | 4.92% | −392,100−27.7% | Reduced |
| California Public Employees Retirement System | 1,035,910 | $11.2M | 0.01% | −42,053−3.9% | Reduced |
| Liontrust Investment Partners LLP | 1,040,461 | $11.3M | 0.16% | +310,467+42.5% | Added |
| Citigroup Inc | 1,050,366 | $11.4M | 0.01% | +566,897+117.3% | Added |
| Van Eck Associates Corp | 1,059,536 | $11.5M | 0.01% | −320,727−23.2% | Reduced |
| Squarepoint Ops LLC | 1,140,374 | $12.3M | 0.03% | +15,800+1.4% | Added |
| Manufacturers Life Insurance Company, The | 1,195,704 | $12.9M | 0.01% | +285,106+31.3% | Added |
| Federated Hermes, Inc. | 1,327,381 | $14.4M | 0.03% | +532,549+67.0% | Added |
| Walleye Capital LLC | 1,335,569 | $14.5M | 0.14% | +1,324,131+11,576.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,363,614 | $14.8M | 2.17% | +1,063,614+354.5% | Added |
| Yunqi Capital Ltd | 1,438,500 | $15.6M | 9.94% | −2,476,800−63.3% | Reduced |
| Legal & General Group Plc | 1,443,965 | $15.6M | 0.00% | +151,135+11.7% | Added |
| Highlander Partners, L.P. | 1,488,237 | $16.1M | 9.15% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,512,884 | $16.4M | 0.03% | −321,795−17.5% | Reduced |
| GF Fund Management Co. Ltd. | 1,532,146 | $16.6M | 0.36% | +1,532,146 | New |
| Qube Research & Technologies Ltd | 1,644,193 | $17.8M | 0.03% | −2,287,428−58.2% | Reduced |
| Blue Creek Capital Management Ltd | 1,696,313 | $18.4M | 25.14% | −514,538−23.3% | Reduced |
| Perpetual Ltd | 1,786,969 | $19.3M | 0.23% | −77,490−4.2% | Reduced |
| Citadel Advisors LLC | 2,003,521 | $21.7M | 0.02% | −2,188,023−52.2% | Reduced |
| Alberta Investment Management Corp | 2,089,167 | $22.6M | 0.15% | +569,633+37.5% | Added |
| Pictet Asset Management Holding SA | 2,349,189 | $25.4M | 0.03% | −68,286−2.8% | Reduced |
| HSBC Holdings PLC | 2,480,430 | $26.9M | 0.02% | +321,796+14.9% | Added |
| State Street Corp | 2,745,280 | $29.7M | 0.00% | +135,772+5.2% | Added |
| SC China Holding Ltd | 2,721,822 | $30.8M | 1.30% | −19,151,593−87.6% | Reduced |
| Janus Henderson Group PLC | 2,929,824 | $31.7M | 0.02% | −4,995,133−63.0% | Reduced |
| Matthews International Capital Management LLC | 3,289,042 | $35.6M | 7.27% | −3,223,629−49.5% | Reduced |
| Nomura Asset Management Co Ltd | 3,406,204 | $36.9M | 0.11% | −1,749,984−33.9% | Reduced |
| Polunin Capital Partners Ltd | 3,308,322 | $37.2M | 9.21% | −29,102−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,457,258 | $37.4M | 0.07% | −243,770−6.6% | Reduced |
| Ameriprise Financial Inc | 3,804,467 | $41.2M | 0.01% | +1,042,081+37.7% | Added |
| UBS Group AG | 4,058,707 | $43.9M | 0.01% | +936,120+30.0% | Added |
| BNP Paribas Arbitrage, SA | 4,173,283 | $45.2M | 0.03% | +4,173,283 | New |
| Brilliance Asset Management Ltd | 4,193,580 | $45.4M | 10.22% | +954,124+29.5% | Added |
| Softbank Group Corp | 4,220,001 | $45.7M | 0.20% | +3,109,250+279.9% | Added |
| Keywise Capital Management (HK) Ltd | 4,234,400 | $45.8M | 3.79% | +4,218,100+25,877.9% | Added |
| E Fund Management Co., Ltd. | 4,845,117 | $52.4M | 2.63% | −377,761−7.2% | Reduced |
| Davis Selected Advisers | 5,400,391 | $58.4M | 0.34% | +5,400,391 | New |
| FMR LLC | 5,466,711 | $59.1M | 0.00% | +5,462,379+126,093.7% | Added |
| Nuveen Asset Management, LLC | 5,578,207 | $60.4M | 0.02% | +5,578,207 | New |
| North of South Capital LLP | 5,692,489 | $61.6M | 7.48% | +2,436,130+74.8% | Added |
| Sands Capital Management, LLC | 6,158,039 | $66.6M | 0.20% | +6,158,039 | New |
| Pinpoint Asset Management Ltd | 6,287,153 | $68.0M | 12.06% | +2,374,659+60.7% | Added |
| Sylebra Capital LLC | 6,509,215 | $70.4M | 2.64% | 00.0% | Unchanged |
| Bank of America Corp | 6,761,070 | $73.2M | 0.01% | −681,861−9.2% | Reduced |
| Voloridge Investment Management, LLC | 7,164,914 | $77.5M | 0.27% | +2,871,204+66.9% | Added |
| Empower Harvest Management Services, Inc. | 8,970,263 | $97.1M | 100.00% | +8,970,263 | New |
| Norges Bank | 9,394,530 | $101.6M | 0.01% | +931,958+11.0% | Added |
| Bamco Inc | 10,078,316 | $109.0M | 0.28% | −327,583−3.1% | Reduced |
| Goldman Sachs Group Inc | 10,186,065 | $110.2M | 0.02% | −1,379,746−11.9% | Reduced |
| BlackRock, Inc. | 10,620,745 | $114.9M | 0.00% | +9,157,276+625.7% | Added |
| SC US (TTGP), Ltd. | 13,057,904 | $141.3M | 1.14% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 13,921,570 | $150.6M | 0.87% | −10,355,000−42.7% | Reduced |
| Baillie Gifford & Co | 15,043,697 | $162.8M | 0.13% | −374,030−2.4% | Reduced |
| Aspex Management (HK) Ltd | 15,208,627 | $164.6M | 4.45% | +15,208,627 | New |
| Oceanlink Management Ltd. | 15,705,344 | $169.9M | 21.50% | −427,215−2.6% | Reduced |
| Farallon Capital Management, L.L.C. | 16,585,095 | $179.5M | 0.95% | −4,080,453−19.7% | Reduced |
| Ward Ferry Management (BVI) Ltd | 20,275,184 | $219.4M | 23.81% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 21,276,137 | $230.2M | 9.42% | −4,667,880−18.0% | Reduced |
| All-Stars Investment Ltd | 22,686,610 | $245.5M | 89.90% | −1,500,000−6.2% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 26,019,803 | $281.5M | 8.89% | +1,802,420+7.4% | Added |
| SB Investment Advisers (UK) Ltd | 26,084,929 | $282.2M | 2.48% | +20,919,538+405.0% | Added |
| Vanguard Group Inc | 28,943,043 | $313.2M | 0.01% | +295,301+1.0% | Added |
| Invesco Ltd. | 30,048,308 | $325.1M | 0.06% | −953,797−3.1% | Reduced |
| First Beijing Investment Ltd | 31,241,548 | $338.0M | 24.00% | +17,500,819+127.4% | Added |
| JPMorgan Chase & Co | 37,875,367 | $409.8M | 0.03% | +10,383,716+37.8% | Added |
| Morgan Stanley | 38,790,614 | $419.7M | 0.03% | +11,143,347+40.3% | Added |
| FIL Ltd | 51,730,620 | $559.7M | 0.52% | +23,468,794+83.0% | Added |
| Alpine Investment Management Ltd | 0 | $0 | 0.00% | −4,561,762−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −1,393,600−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −468,197−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −404,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −395,762−100.0% | Sold out |