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 4 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2021/12/31 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
- 97
- 較 2021 年第 3 季 +40 家
- 持有股數
- 3.06 億
- 較 2021 年第 3 季 +8,632 萬 (+39.3%)
- 總市值
- $25.6 億
- 較 2021 年第 3 季 +$10.2 億 (+66.0%)
- 新進機構
- 52
- 另有 27 家加碼
- 清倉機構
- 12
- 另有 12 家減碼
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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| All-Stars Investment Ltd | 49,093,463 | $4.11 億 | 95.89% | +49,093,463 | 新進 |
| SC China Holding Ltd | 36,507,597 | $3.06 億 | 27.38% | +36,507,597 | 新進 |
| SC US (TTGP), Ltd. | 32,209,496 | $2.70 億 | 1.34% | +32,209,496 | 新進 |
| Krane Funds Advisors LLC | 23,197,232 | $1.94 億 | 4.87% | +1,016,085+4.6% | 加碼 |
| Baillie Gifford & Co | 22,336,588 | $1.87 億 | 0.10% | −118,919,939−84.2% | 減碼 |
| Farallon Capital Management, L.L.C. | 14,007,743 | $1.17 億 | 0.66% | +13,192,743+1,618.7% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 11,466,707 | $9,598 萬 | 0.21% | +11,466,707 | 新進 |
| Goldman Sachs Group Inc | 9,660,425 | $8,086 萬 | 0.02% | +4,666,606+93.4% | 加碼 |
| Bank of America Corp | 7,430,258 | $6,219 萬 | 0.01% | +7,430,258 | 新進 |
| Genesis Fortune Ltd | 6,708,107 | $5,615 萬 | 80.02% | +6,708,107 | 新進 |
| Bamco Inc | 6,543,895 | $5,477 萬 | 0.12% | +6,543,895 | 新進 |
| Alkeon Capital Management LLC | 6,313,468 | $5,284 萬 | 0.18% | −3,253,144−34.0% | 減碼 |
| Ontario Teachers Pension Plan Board | 5,263,157 | $4,405 萬 | 0.53% | −100,001−1.9% | 減碼 |
| FIL Ltd | 5,229,859 | $4,377 萬 | 0.04% | +7020.0% | 加碼 |
| E Fund Management Co., Ltd. | 4,620,023 | $3,867 萬 | 1.37% | +1,947,938+72.9% | 加碼 |
| Anatole Investment Management Ltd | 3,948,041 | $3,305 萬 | 1.81% | −1,037,973−20.8% | 減碼 |
| Green Court Capital Management Ltd | 3,890,675 | $3,257 萬 | 35.26% | +503,723+14.9% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 3,669,255 | $3,071 萬 | 2.72% | +3,669,255 | 新進 |
| Prime Capital Management Co Ltd | 3,389,639 | $2,837 萬 | 10.02% | +3,138,169+1,247.9% | 加碼 |
| Morgan Stanley | 3,053,251 | $2,556 萬 | 0.00% | +3,011,350+7,186.8% | 加碼 |
| HSBC Holdings PLC | 2,767,147 | $2,408 萬 | 0.03% | +1,358,334+96.4% | 加碼 |
| Vanguard Group Inc | 2,786,395 | $2,332 萬 | 0.00% | +2,786,395 | 新進 |
| Janus Henderson Group PLC | 2,675,746 | $2,238 萬 | 0.01% | −7,015−0.3% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 2,611,580 | $2,186 萬 | 13.27% | +2,611,580 | 新進 |
| Renaissance Technologies LLC | 2,324,757 | $1,946 萬 | 0.02% | +2,324,757 | 新進 |
| Ci Investments Inc. | 2,320,102 | $1,942 萬 | 0.07% | −324,397−12.3% | 減碼 |
| Tiger Pacific Capital LP | 1,971,572 | $1,650 萬 | 2.32% | +1,971,572 | 新進 |
| Segantii Capital Management Ltd | 1,965,000 | $1,645 萬 | 0.53% | +1,965,000 | 新進 |
| Jane Street Group, LLC | 1,851,779 | $1,550 萬 | 0.03% | +1,851,779 | 新進 |
| Canada Pension Plan Investment Board | 1,649,900 | $1,381 萬 | 0.01% | +1,649,900 | 新進 |
| D. E. Shaw & Co., Inc. | 1,647,285 | $1,379 萬 | 0.02% | +1,599,889+3,375.6% | 加碼 |
| Employees Provident Fund Board | 1,500,000 | $1,256 萬 | 0.21% | −132,873−8.1% | 減碼 |
| Quinn Opportunity Partners LLC | 1,489,874 | $1,247 萬 | 0.76% | +1,489,874 | 新進 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,394,548 | $1,167 萬 | 0.43% | 00.0% | 不變 |
| Jennison Associates LLC | 1,321,179 | $1,106 萬 | 0.01% | +1,321,179 | 新進 |
| Capstone Investment Advisors, LLC | 1,111,766 | $930.5 萬 | 0.15% | +1,111,766 | 新進 |
| Millennium Management LLC | 1,074,265 | $899.2 萬 | 0.01% | +1,042,771+3,311.0% | 加碼 |
| Legal & General Group Plc | 1,014,606 | $849.2 萬 | 0.00% | +1,013,526+93,845.0% | 加碼 |
| Caas Capital Management LP | 1,001,294 | $838.1 萬 | 0.77% | +1,001,294 | 新進 |
| Citadel Advisors LLC | 917,352 | $767.8 萬 | 0.01% | +230,777+33.6% | 加碼 |
| Octahedron Capital Management L.P. | 907,579 | $759.6 萬 | 3.05% | +907,579 | 新進 |
| GAM Holding AG | 839,559 | $702.7 萬 | 0.31% | +108,619+14.9% | 加碼 |
| Highlander Partners, L.P. | 798,000 | $667.9 萬 | 8.15% | +798,000 | 新進 |
| MIC Capital Management UK LLP | 630,697 | $627.9 萬 | 1.22% | +630,697 | 新進 |
| Balyasny Asset Management LLC | 659,589 | $552.1 萬 | 0.02% | +659,589 | 新進 |
| Ghisallo Capital Management LLC | 550,000 | $460.4 萬 | 0.23% | 00.0% | 不變 |
| Two Sigma Investments, LP | 543,233 | $454.7 萬 | 0.01% | +543,233 | 新進 |
| Matthews International Capital Management LLC | 534,500 | $447.4 萬 | 0.47% | +363,300+212.2% | 加碼 |
| China Universal Asset Management Co., Ltd. | 524,525 | $439.0 萬 | 1.04% | +524,525 | 新進 |
| Pictet Asset Management SA | 487,000 | $407.6 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 479,937 | $401.7 萬 | 0.02% | +234,740+95.7% | 加碼 |
| Norges Bank | 475,754 | $398.2 萬 | 0.00% | −408,316−46.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 319,582 | $267.5 萬 | 0.03% | +136,821+74.9% | 加碼 |
| JPMorgan Chase & Co | 290,313 | $243.0 萬 | 0.00% | +290,313 | 新進 |
| Seven Eight Capital, LP | 275,180 | $230.3 萬 | 0.41% | +250,673+1,022.9% | 加碼 |
| Alliancebernstein L.P. | 250,852 | $210.0 萬 | 0.00% | −305,934−54.9% | 減碼 |
| BlackRock Inc. | 239,511 | $200.6 萬 | 0.00% | +206,373+622.8% | 加碼 |
| Price T Rowe Associates Inc | 235,351 | $197.0 萬 | 0.00% | +235,351 | 新進 |
| Comprehensive Financial Management LLC | 220,650 | $184.7 萬 | 0.02% | +220,650 | 新進 |
| Hamilton Lane Advisors LLC | 217,750 | $182.3 萬 | 0.24% | +217,750 | 新進 |
| Tudor Investment Corp Et Al | 187,305 | $156.8 萬 | 0.03% | +187,305 | 新進 |
| Tekne Capital Management, LLC | 163,078 | $136.5 萬 | 0.28% | +81,078+98.9% | 加碼 |
| Squarepoint Ops LLC | 153,764 | $128.7 萬 | 0.01% | +153,764 | 新進 |
| Citigroup Inc | 152,987 | $128.1 萬 | 0.00% | +17,257+12.7% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 150,000 | $125.6 萬 | 0.07% | +150,000 | 新進 |
| StepStone Group LP | 147,094 | $123.1 萬 | 0.07% | +147,094 | 新進 |
| Platinum Investment Management Ltd | 141,924 | $118.8 萬 | 0.03% | 00.0% | 不變 |
| State Street Corp | 133,900 | $112.1 萬 | 0.00% | +133,900 | 新進 |
| Charles Schwab Investment Management Inc | 109,007 | $91.3 萬 | 0.00% | +109,007 | 新進 |
| Twinbeech Capital LP | 103,335 | $86.5 萬 | 0.05% | +103,335 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 102,128 | $85.5 萬 | 0.00% | +346+0.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 96,759 | $81.0 萬 | 0.01% | +94,125+3,573.5% | 加碼 |
| Laurion Capital Management LP | 96,400 | $80.7 萬 | 0.01% | −13,600−12.4% | 減碼 |
| Qube Research & Technologies Ltd | 72,664 | $60.8 萬 | 0.00% | +72,664 | 新進 |
| Virtu Financial LLC | 69,340 | $58.0 萬 | 0.06% | +51,039+278.9% | 加碼 |
| Engineers Gate Manager LP | 67,228 | $56.3 萬 | 0.03% | +67,228 | 新進 |
| Verition Fund Management LLC | 62,783 | $52.5 萬 | 0.01% | +62,783 | 新進 |
| First Trust Advisors LP | 62,058 | $51.9 萬 | 0.00% | +62,058 | 新進 |
| SEI Investments Co | 58,692 | $49.1 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 51,954 | $43.5 萬 | 0.00% | +51,954 | 新進 |
| Deutsche Bank AG | 45,269 | $37.9 萬 | 0.00% | +45,269 | 新進 |
| Ameriprise Financial Inc | 40,336 | $33.8 萬 | 0.00% | +17,600+77.4% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 37,042 | $32.2 萬 | 0.01% | +2,334+6.7% | 加碼 |
| Renaissance Capital LLC | 33,724 | $28.2 萬 | 0.07% | −5,908−14.9% | 減碼 |
| Gyon Technologies Capital Management, LP | 23,380 | $19.6 萬 | 0.04% | +23,380 | 新進 |
| Mercer Global Advisors Inc | 18,387 | $15.4 萬 | 0.00% | +18,387 | 新進 |
| Royal Bank of Canada | 15,089 | $12.6 萬 | 0.00% | +15,089 | 新進 |
| Bayesian Capital Management, LP | 13,700 | $11.5 萬 | 0.04% | +13,700 | 新進 |
| Flow Traders U.S. LLC | 13,200 | $11.0 萬 | 0.01% | +13,200 | 新進 |
| Aigen Investment Management, LP | 10,590 | $11.0 萬 | 0.01% | +10,590 | 新進 |
| Hudson Bay Capital Management LP | 12,000 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Neumann Advisory Hong Kong Ltd | 11,030 | $9.20 萬 | 0.02% | −38,970−77.9% | 減碼 |
| UBS Group AG | 3,352 | $2.80 萬 | 0.00% | +2,596+343.4% | 加碼 |
| Leonteq Securities AG | 3,232 | $2.71 萬 | 0.00% | +3,232 | 新進 |
| Simplex Trading, LLC | 3,230 | $2.70 萬 | 0.00% | +3,230 | 新進 |
| Cutler Group LP | 300 | $2,000 | 0.00% | +300 | 新進 |
| Bell Investment Advisors, Inc | 92 | $1,000 | 0.00% | +92 | 新進 |
| Invesco Ltd. | 0 | $0 | 0.00% | −1,820,953−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −686,805−100.0% | 清倉 |
| Mic Capital Partners (Public) (US) Im, LLC | 0 | $0 | 0.00% | −630,697−100.0% | 清倉 |