Full Truck Alliance Co. Ltd.
YMM- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001838413
近 90 天，Full Truck Alliance Co. Ltd. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 245 家機構在 13F 申報持有，市值合計 $60.1 億；大師中只有景林資產持有。
2021 年第 3 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 57
- 較 2021 年第 2 季 −9 家
- 持有股數
- 2.20 億
- 較 2021 年第 2 季 +1,340 萬 (+6.5%)
- 總市值
- $15.4 億
- 較 2021 年第 2 季 −$2.34 億 (−13.2%)
- 新進機構
- 23
- 另有 14 家加碼
- 清倉機構
- 32
- 另有 13 家減碼
另有 1 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 YMM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 245 | $60.1 億 |
| 2026 年第 1 季 | 203 | $59.6 億 |
| 2025 年第 4 季 | 211 | $79.8 億 |
| 2025 年第 3 季 | 229 | $92.4 億 |
| 2025 年第 2 季 | 229 | $79.3 億 |
| 2025 年第 1 季 | 247 | $83.2 億 |
| 2024 年第 4 季 | 195 | $69.3 億 |
| 2024 年第 3 季 | 170 | $48.4 億 |
| 2024 年第 2 季 | 177 | $43.9 億 |
| 2024 年第 1 季 | 146 | $36.6 億 |
| 2023 年第 4 季 | 149 | $32.5 億 |
| 2023 年第 3 季 | 121 | $31.0 億 |
| 2023 年第 2 季 | 118 | $27.3 億 |
| 2023 年第 1 季 | 133 | $34.9 億 |
| 2022 年第 4 季 | 126 | $36.0 億 |
| 2022 年第 3 季 | 105 | $26.5 億 |
| 2022 年第 2 季 | 109 | $35.3 億 |
| 2022 年第 1 季 | 88 | $24.0 億 |
| 2021 年第 4 季 | 97 | $25.6 億 |
| 2021 年第 3 季 | 57 | $15.4 億 |
| 2021 年第 2 季 | 67 | $18.0 億 |
| 2021 年第 1 季 | 0 | $0 |
2021 年第 3 季持有機構
每家機構持有 Full Truck Alliance Co. Ltd. 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 141,256,527 | $3.42 億 | 0.18% | −44,9050.0% | 減碼 |
| Krane Funds Advisors LLC | 22,181,147 | $3.40 億 | 7.04% | +22,181,147 | 新進 |
| Alkeon Capital Management LLC | 9,566,612 | $1.47 億 | 0.50% | +3,043,552+46.7% | 加碼 |
| Ontario Teachers Pension Plan Board | 5,363,158 | $8,222 萬 | 0.32% | +5,363,158 | 新進 |
| FIL Ltd | 5,229,157 | $8,016 萬 | 0.09% | −2,887,989−35.6% | 減碼 |
| Goldman Sachs Group Inc | 4,993,819 | $7,656 萬 | 0.02% | +3,035,884+155.1% | 加碼 |
| Anatole Investment Management Ltd | 4,986,014 | $7,644 萬 | 4.96% | +3,372,461+209.0% | 加碼 |
| Green Court Capital Management Ltd | 3,386,952 | $5,192 萬 | 45.40% | +3,386,952 | 新進 |
| Janus Henderson Group PLC | 2,682,761 | $4,113 萬 | 0.02% | −1,630,587−37.8% | 減碼 |
| E Fund Management Co., Ltd. | 2,672,085 | $4,096 萬 | 1.71% | +2,672,085 | 新進 |
| Ci Investments Inc. | 2,644,499 | $4,054 萬 | 0.15% | +265,482+11.2% | 加碼 |
| Invesco Ltd. | 1,820,953 | $2,792 萬 | 0.01% | −15,136,555−89.3% | 減碼 |
| Employees Provident Fund Board | 1,632,873 | $2,503 萬 | 0.41% | +1,632,873 | 新進 |
| HSBC Holdings PLC | 1,408,813 | $2,225 萬 | 0.03% | −1,079,854−43.4% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,394,548 | $2,138 萬 | 0.86% | +1,134,548+436.4% | 加碼 |
| Norges Bank | 884,070 | $1,355 萬 | 0.00% | −415,930−32.0% | 減碼 |
| Farallon Capital Management, L.L.C. | 815,000 | $1,249 萬 | 0.07% | +54,251+7.1% | 加碼 |
| GAM Holding AG | 730,940 | $1,121 萬 | 0.52% | +730,940 | 新進 |
| Neuberger Berman Group LLC | 686,805 | $1,053 萬 | 0.01% | +686,805 | 新進 |
| Citadel Advisors LLC | 686,575 | $1,053 萬 | 0.01% | +605,575+747.6% | 加碼 |
| Mic Capital Partners (Public) (US) Im, LLC | 630,697 | $966.9 萬 | 1.86% | 00.0% | 不變 |
| Alliancebernstein L.P. | 556,786 | $853.6 萬 | 0.00% | +556,786 | 新進 |
| Ghisallo Capital Management LLC | 550,000 | $843.2 萬 | 0.32% | 00.0% | 不變 |
| Pictet Asset Management SA | 487,000 | $746.6 萬 | 0.01% | +487,000 | 新進 |
| Prime Capital Management Co Ltd | 251,470 | $385.5 萬 | 1.19% | +231,470+1,157.4% | 加碼 |
| HRT Financial LP | 245,197 | $375.8 萬 | 0.02% | −100,311−29.0% | 減碼 |
| Pinpoint Asset Management Ltd | 239,404 | $370.4 萬 | 1.36% | +239,404 | 新進 |
| Cubist Systematic Strategies, LLC | 182,761 | $280.2 萬 | 0.04% | +182,761 | 新進 |
| Matthews International Capital Management LLC | 171,200 | $262.4 萬 | 0.16% | −56,600−24.8% | 減碼 |
| Platinum Investment Management Ltd | 141,924 | $217.6 萬 | 0.06% | +141,924 | 新進 |
| Citigroup Inc | 135,730 | $208.1 萬 | 0.00% | +135,730 | 新進 |
| Laurion Capital Management LP | 110,000 | $168.6 萬 | 0.02% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 101,782 | $156.0 萬 | 0.00% | +66,702+190.1% | 加碼 |
| Perseverance Asset Management International | 90,284 | $138.4 萬 | 0.65% | 00.0% | 不變 |
| Tekne Capital Management, LLC | 82,000 | $125.7 萬 | 0.22% | +82,000 | 新進 |
| SEI Investments Co | 58,692 | $90.0 萬 | 0.00% | 00.0% | 不變 |
| Marshall Wace, LLP | 51,623 | $79.2 萬 | 0.00% | +19,763+62.0% | 加碼 |
| ExodusPoint Capital Management, LP | 50,978 | $78.1 萬 | 0.01% | +20,378+66.6% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 50,000 | $76.7 萬 | 0.14% | +50,000 | 新進 |
| D. E. Shaw & Co., Inc. | 47,396 | $72.7 萬 | 0.00% | +47,396 | 新進 |
| Morgan Stanley | 41,901 | $64.2 萬 | 0.00% | +41,701+20,850.5% | 加碼 |
| Renaissance Capital LLC | 39,632 | $60.8 萬 | 0.12% | +39,632 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 34,708 | $53.2 萬 | 0.01% | +34,708 | 新進 |
| BlackRock Inc. | 33,138 | $50.8 萬 | 0.00% | +33,138 | 新進 |
| Millennium Management LLC | 31,494 | $48.3 萬 | 0.00% | −446,261−93.4% | 減碼 |
| Seven Eight Capital, LP | 24,507 | $37.6 萬 | 0.04% | +24,507 | 新進 |
| Ameriprise Financial Inc | 22,736 | $34.9 萬 | 0.00% | +2,736+13.7% | 加碼 |
| Virtu Financial LLC | 18,301 | $28.1 萬 | 0.02% | +18,301 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,102 | $26.2 萬 | 0.05% | −136,817−88.9% | 減碼 |
| Hudson Bay Capital Management LP | 12,000 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Maven Securities LTD | 10,896 | $16.7 萬 | 0.02% | −1,104−9.2% | 減碼 |
| Ocean Arete Ltd | 10,000 | $15.3 萬 | 0.20% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,634 | $4.00 萬 | 0.00% | +2,634 | 新進 |
| Legal & General Group Plc | 1,080 | $1.70 萬 | 0.00% | −1,420−56.8% | 減碼 |
| HM Payson & Co | 1,000 | $1.50 萬 | 0.00% | −1,000−50.0% | 減碼 |
| UBS Group AG | 756 | $1.20 萬 | 0.00% | +556+278.0% | 加碼 |
| State of Wyoming | 415 | $6,000 | 0.00% | +415 | 新進 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −5,233,418−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,840,000−100.0% | 清倉 |
| Darsana Capital Partners LP | 0 | $0 | 0.00% | −1,500,000−100.0% | 清倉 |
| Carmignac Gestion | 0 | $0 | 0.00% | −1,058,381−100.0% | 清倉 |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −899,730−100.0% | 清倉 |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −682,800−100.0% | 清倉 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −499,543−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −350,000−100.0% | 清倉 |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −303,800−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −257,589−100.0% | 清倉 |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −256,525−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −192,570−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −178,812−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −145,658−100.0% | 清倉 |
| D1 Capital Partners L.P.大師D1 資本 | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −110,937−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −105,000−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −86,778−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −75,385−100.0% | 清倉 |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −72,043−100.0% | 清倉 |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −15,623−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,600−100.0% | 清倉 |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,595−100.0% | 清倉 |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| UG Investment Advisers Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −2,724−100.0% | 清倉 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |