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 2025
Institutional positions in Full Truck Alliance Co. Ltd. as of Mar 31, 2025. 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
- 247
- +55 vs. Q4 2024
- Shares held
- 653.0M
- +18.8M (+3.0%) vs. Q4 2024
- Total value
- $8.32B
- +$1.46B (+21.3%) vs. Q4 2024
- New holders
- 69
- 92 more added
- Sold out
- 14
- 61 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Polunin Capital Partners Ltd | 3,255,746 | $33.7M | 6.81% | −52,576−1.6% | Reduced |
| Qube Research & Technologies Ltd | 2,727,627 | $34.8M | 0.05% | +1,083,434+65.9% | Added |
| UBS Group AG | 2,850,691 | $36.4M | 0.01% | −1,208,016−29.8% | Reduced |
| Nomura Asset Management Co Ltd | 2,937,592 | $37.5M | 0.11% | −468,612−13.8% | Reduced |
| Janus Henderson Group PLC | 2,954,095 | $38.1M | 0.02% | +24,271+0.8% | Added |
| Keystone Investors Pte Ltd | 3,000,123 | $38.3M | 5.38% | +2,408,171+406.8% | Added |
| Brilliance Asset Management Ltd | 3,017,455 | $38.5M | 12.74% | −1,176,125−28.0% | Reduced |
| Softbank Group Corp | 3,124,646 | $39.9M | 0.14% | −1,095,355−26.0% | Reduced |
| Millennium Management LLC | 3,140,460 | $40.1M | 0.04% | +2,546,870+429.1% | Added |
| Robeco Institutional Asset Management B.V. | 3,258,225 | $41.6M | 0.08% | −199,033−5.8% | Reduced |
| Matthews International Capital Management LLC | 3,573,575 | $45.6M | 9.42% | +284,533+8.7% | Added |
| Ameriprise Financial Inc | 4,021,285 | $51.4M | 0.01% | +216,818+5.7% | Added |
| E Fund Management Co., Ltd. | 4,048,671 | $51.7M | 2.47% | −796,446−16.4% | Reduced |
| Sylebra Capital LLC | 4,143,748 | $52.9M | 2.67% | −2,365,467−36.3% | Reduced |
| Keywise Capital Management (HK) Ltd | 4,234,400 | $54.1M | 5.96% | 00.0% | Unchanged |
| Bank of America Corp | 4,404,477 | $56.2M | 0.00% | −2,356,593−34.9% | Reduced |
| APG Asset Management N.V. | 4,758,400 | $56.3M | 0.17% | +4,758,400 | New |
| Voloridge Investment Management, LLC | 4,484,587 | $57.3M | 0.21% | −2,680,327−37.4% | Reduced |
| Nuveen, LLC | 4,693,271 | $59.9M | 0.02% | +4,693,271 | New |
| North of South Capital LLP | 6,157,928 | $78.6M | 8.78% | +465,439+8.2% | Added |
| Kontiki Capital Management (HK) Ltd. | 6,368,026 | $81.3M | 5.85% | +6,368,026 | New |
| SB Investment Advisers (UK) Ltd | 7,038,625 | $89.9M | 0.82% | −19,046,304−73.0% | Reduced |
| Farallon Capital Management, L.L.C. | 7,357,207 | $94.0M | 0.51% | −9,227,888−55.6% | Reduced |
| Pinpoint Asset Management Ltd | 7,735,913 | $98.8M | 17.27% | +1,448,760+23.0% | Added |
| Davis Selected Advisers | 7,819,344 | $99.9M | 0.58% | +2,418,953+44.8% | Added |
| Norges Bank | 8,007,122 | $102.3M | 0.01% | −1,387,408−14.8% | Reduced |
| Empower Harvest Management Services, Inc. | 8,970,263 | $114.6M | 100.00% | 00.0% | Unchanged |
| Bamco Inc | 9,215,706 | $117.7M | 0.35% | −862,610−8.6% | Reduced |
| BlackRock, Inc. | 9,607,825 | $122.7M | 0.00% | −1,012,920−9.5% | Reduced |
| Sands Capital Management, LLC | 10,250,292 | $130.9M | 0.45% | +4,092,253+66.5% | Added |
| Goldman Sachs Group Inc | 10,761,409 | $137.4M | 0.03% | +575,344+5.6% | Added |
| SC US (TTGP), Ltd. | 13,057,904 | $166.7M | 1.58% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 13,908,535 | $177.6M | 1.05% | −13,035−0.1% | Reduced |
| Baillie Gifford & Co | 14,729,137 | $188.1M | 0.16% | −314,560−2.1% | Reduced |
| Aspex Management (HK) Ltd | 15,208,627 | $194.2M | 5.02% | 00.0% | Unchanged |
| Oceanlink Management Ltd. | 15,705,344 | $200.6M | 26.03% | 00.0% | Unchanged |
| Ward Ferry Management (BVI) Ltd | 18,809,184 | $240.2M | 26.80% | −1,466,000−7.2% | Reduced |
| All-Stars Investment Ltd | 22,686,613 | $289.7M | 89.32% | +30.0% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 25,995,141 | $332.0M | 10.28% | −24,662−0.1% | Reduced |
| Krane Funds Advisors LLC | 26,207,165 | $334.7M | 9.62% | +4,931,028+23.2% | Added |
| Morgan Stanley | 26,871,280 | $343.1M | 0.02% | −11,919,334−30.7% | Reduced |
| Vanguard Group Inc | 29,373,877 | $375.1M | 0.01% | +430,834+1.5% | Added |
| First Beijing Investment Ltd | 29,736,802 | $379.7M | 26.07% | −1,504,746−4.8% | Reduced |
| Invesco Ltd. | 30,965,571 | $395.4M | 0.07% | +917,263+3.1% | Added |
| FMR LLC | 33,515,550 | $428.0M | 0.03% | +28,048,839+513.1% | Added |
| JPMorgan Chase & Co | 34,250,299 | $437.4M | 0.03% | −3,625,068−9.6% | Reduced |
| FIL Ltd | 53,818,557 | $687.3M | 0.65% | +2,087,937+4.0% | Added |
| SC China Holding Ltd | 0 | $0 | 0.00% | −2,721,822−100.0% | Sold out |
| IvyRock Asset Management (HK) Ltd | 0 | $0 | 0.00% | −1,023,100−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −896,500−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −399,891−100.0% | Sold out |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −292,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −288,100−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −130,100−100.0% | Sold out |
| Maple-Brown Abbott Ltd | 0 | $0 | 0.00% | −117,472−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −93,762−100.0% | Sold out |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −24,268−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −16,446−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |