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。
2022 年第 1 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2022/3/31 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
- 88
- 較 2021 年第 4 季 −8 家
- 持有股數
- 3.60 億
- 較 2021 年第 4 季 +5,384 萬 (+17.6%)
- 總市值
- $24.0 億
- 較 2021 年第 4 季 −$1.62 億 (−6.3%)
- 新進機構
- 26
- 另有 35 家加碼
- 清倉機構
- 34
- 另有 18 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| All-Stars Investment Ltd | 49,093,463 | $3.27 億 | 98.64% | 00.0% | 不變 |
| SC China Holding Ltd | 36,507,597 | $2.44 億 | 30.39% | 00.0% | 不變 |
| SC US (TTGP), Ltd. | 32,209,496 | $2.15 億 | 1.37% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 29,326,535 | $1.96 億 | 8.09% | +6,129,303+26.4% | 加碼 |
| Farallon Capital Management, L.L.C. | 23,178,743 | $1.55 億 | 0.85% | +9,171,000+65.5% | 加碼 |
| Baillie Gifford & Co | 22,388,410 | $1.49 億 | 0.10% | +51,822+0.2% | 加碼 |
| Vanguard Group Inc | 20,293,950 | $1.35 億 | 0.00% | +17,507,555+628.3% | 加碼 |
| Bamco Inc | 12,249,736 | $8,171 萬 | 0.20% | +5,705,841+87.2% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 9,590,942 | $6,397 萬 | 1.34% | +9,590,942 | 新進 |
| Alkeon Capital Management LLC | 8,772,710 | $5,851 萬 | 0.26% | +2,459,242+39.0% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 7,876,707 | $5,254 萬 | 0.20% | −3,590,000−31.3% | 減碼 |
| Goldman Sachs Group Inc | 7,731,074 | $5,157 萬 | 0.01% | −1,929,351−20.0% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 7,083,063 | $4,724 萬 | 2.03% | +5,688,515+407.9% | 加碼 |
| Jennison Associates LLC | 6,737,592 | $4,494 萬 | 0.03% | +5,416,413+410.0% | 加碼 |
| Genesis Fortune Ltd | 6,708,107 | $4,474 萬 | 91.85% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 6,017,723 | $4,014 萬 | 1.31% | +1,397,700+30.3% | 加碼 |
| FIL Ltd | 5,407,119 | $3,607 萬 | 0.04% | +177,260+3.4% | 加碼 |
| Norges Bank | 4,998,258 | $3,334 萬 | 0.01% | +4,522,504+950.6% | 加碼 |
| Prime Capital Management Co Ltd | 4,610,251 | $3,075 萬 | 13.09% | +1,220,612+36.0% | 加碼 |
| Janus Henderson Group PLC | 4,542,388 | $3,029 萬 | 0.01% | +1,866,642+69.8% | 加碼 |
| Ontario Teachers Pension Plan Board | 4,313,157 | $2,877 萬 | 0.35% | −950,000−18.1% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 3,669,255 | $2,447 萬 | 2.62% | 00.0% | 不變 |
| HSBC Holdings PLC | 2,798,170 | $1,942 萬 | 0.03% | +31,023+1.1% | 加碼 |
| Employees Provident Fund Board | 2,893,727 | $1,930 萬 | 0.33% | +1,393,727+92.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,860,136 | $1,908 萬 | 0.03% | +1,212,851+73.6% | 加碼 |
| Legal & General Group Plc | 2,849,873 | $1,901 萬 | 0.01% | +1,835,267+180.9% | 加碼 |
| Bank of America Corp | 2,649,796 | $1,767 萬 | 0.00% | −4,780,462−64.3% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 2,500,000 | $1,668 萬 | 10.91% | −111,580−4.3% | 減碼 |
| Point72 Hong Kong Ltd | 2,420,265 | $1,614 萬 | 1.49% | +2,420,265 | 新進 |
| Ci Investments Inc. | 2,320,102 | $1,548 萬 | 0.06% | 00.0% | 不變 |
| Morgan Stanley | 2,165,177 | $1,444 萬 | 0.00% | −888,074−29.1% | 減碼 |
| Quinn Opportunity Partners LLC | 2,153,843 | $1,437 萬 | 0.85% | +663,969+44.6% | 加碼 |
| Canada Pension Plan Investment Board | 2,129,200 | $1,420 萬 | 0.02% | +479,300+29.1% | 加碼 |
| Segantii Capital Management Ltd | 1,965,000 | $1,311 萬 | 0.49% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,892,745 | $1,263 萬 | 0.01% | +1,892,745 | 新進 |
| State Street Corp | 1,276,800 | $851.6 萬 | 0.00% | +1,142,900+853.5% | 加碼 |
| Matthews International Capital Management LLC | 1,238,263 | $825.9 萬 | 1.14% | +703,763+131.7% | 加碼 |
| Lake Street Advisors Group, LLC | 1,086,838 | $724.9 萬 | 0.46% | +1,086,838 | 新進 |
| Highlander Partners, L.P. | 1,067,800 | $712.2 萬 | 8.93% | +269,800+33.8% | 加碼 |
| California Public Employees Retirement System | 1,052,028 | $701.7 萬 | 0.01% | +1,052,028 | 新進 |
| Cubist Systematic Strategies, LLC | 1,023,137 | $682.4 萬 | 0.06% | +703,555+220.1% | 加碼 |
| HarbourVest Partners LLC | 957,580 | $638.7 萬 | 1.30% | +957,580 | 新進 |
| Charles Schwab Investment Management Inc | 767,085 | $511.7 萬 | 0.00% | +658,078+603.7% | 加碼 |
| BlackRock Inc. | 720,279 | $480.4 萬 | 0.00% | +480,768+200.7% | 加碼 |
| MIC Capital Management UK LLP | 630,697 | $420.7 萬 | 0.82% | 00.0% | 不變 |
| Parkwood LLC | 543,421 | $362.5 萬 | 0.61% | +543,421 | 新進 |
| Pictet Asset Management SA | 487,000 | $324.8 萬 | 0.00% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 402,725 | $268.6 萬 | 0.01% | −256,864−38.9% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 361,011 | $240.8 萬 | 0.08% | +361,011 | 新進 |
| JPMorgan Chase & Co | 356,407 | $237.7 萬 | 0.00% | +66,094+22.8% | 加碼 |
| UBS Group AG | 343,000 | $228.8 萬 | 0.00% | +339,648+10,132.7% | 加碼 |
| Octahedron Capital Management L.P. | 270,000 | $180.1 萬 | 0.99% | −637,579−70.3% | 減碼 |
| Renaissance Technologies LLC | 237,700 | $158.5 萬 | 0.00% | −2,087,057−89.8% | 減碼 |
| Platinum Investment Management Ltd | 199,091 | $132.8 萬 | 0.04% | +57,167+40.3% | 加碼 |
| Pinpoint Asset Management Ltd | 191,523 | $127.7 萬 | 0.53% | +191,523 | 新進 |
| Renaissance Capital LLC | 178,443 | $119.0 萬 | 0.51% | +144,719+429.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 156,956 | $104.7 萬 | 0.01% | +156,956 | 新進 |
| Citigroup Inc | 134,352 | $89.6 萬 | 0.00% | −18,635−12.2% | 減碼 |
| UBS Asset Management Americas Inc | 113,200 | $75.5 萬 | 0.00% | +113,200 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 111,654 | $74.5 萬 | 0.00% | +9,526+9.3% | 加碼 |
| Davidson Kempner Capital Management LP | 106,773 | $71.2 萬 | 0.01% | +106,773 | 新進 |
| Franklin Resources Inc | 92,090 | $61.4 萬 | 0.00% | +92,090 | 新進 |
| Northern Trust Corp | 74,652 | $49.8 萬 | 0.00% | +74,652 | 新進 |
| SEI Investments Co | 70,874 | $47.3 萬 | 0.00% | +12,182+20.8% | 加碼 |
| Citadel Advisors LLC | 64,227 | $42.8 萬 | 0.00% | −853,125−93.0% | 減碼 |
| First Trust Advisors LP | 59,300 | $39.6 萬 | 0.00% | −2,758−4.4% | 減碼 |
| Deutsche Bank AG | 55,794 | $37.2 萬 | 0.00% | +10,525+23.2% | 加碼 |
| Susquehanna International Group, LLP | 51,397 | $34.3 萬 | 0.00% | −557−1.1% | 減碼 |
| Ieq Capital, LLC | 37,561 | $25.1 萬 | 0.01% | +37,561 | 新進 |
| Tudor Investment Corp Et Al | 36,245 | $24.2 萬 | 0.01% | −151,060−80.6% | 減碼 |
| Point72 Asset Management, L.P. | 33,800 | $22.5 萬 | 0.00% | +33,800 | 新進 |
| Squarepoint Ops LLC | 30,284 | $20.2 萬 | 0.00% | −123,480−80.3% | 減碼 |
| Hexagon Capital Partners LLC | 29,919 | $20.0 萬 | 0.05% | +29,919 | 新進 |
| Quantbot Technologies LP | 29,722 | $19.8 萬 | 0.02% | +29,722 | 新進 |
| Simplex Trading, LLC | 27,914 | $18.6 萬 | 0.01% | +24,684+764.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 20,100 | $13.4 萬 | 0.00% | +20,100 | 新進 |
| Millennium Management LLC | 15,458 | $10.3 萬 | 0.00% | −1,058,807−98.6% | 減碼 |
| Keywise Capital Management (HK) Ltd | 14,500 | $9.70 萬 | 0.05% | +14,500 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 14,500 | $9.70 萬 | 0.07% | +14,500 | 新進 |
| JustInvest LLC | 10,603 | $7.10 萬 | 0.00% | +10,603 | 新進 |
| Jasper Ridge Partners, L.P. | 10,326 | $6.90 萬 | 0.00% | +10,326 | 新進 |
| XTX Topco Ltd | 10,081 | $6.70 萬 | 0.03% | +10,081 | 新進 |
| Neumann Advisory Hong Kong Ltd | 7,338 | $4.90 萬 | 0.01% | −3,692−33.5% | 減碼 |
| Leonteq Securities AG | 3,748 | $2.50 萬 | 0.00% | +516+16.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 451 | $3,000 | 0.00% | −96,308−99.5% | 減碼 |
| Cutler Group LP | 450 | $3,000 | 0.00% | +150+50.0% | 加碼 |
| Rockefeller Capital Management L.P. | 171 | $1,000 | 0.00% | +171 | 新進 |
| Global Retirement Partners, LLC | 84 | $0 | 0.00% | +84 | 新進 |
| Anatole Investment Management Ltd | 0 | $0 | 0.00% | −3,948,041−100.0% | 清倉 |
| Green Court Capital Management Ltd | 0 | $0 | 0.00% | −3,890,675−100.0% | 清倉 |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −1,971,572−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,851,779−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,111,766−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −1,001,294−100.0% | 清倉 |
| GAM Holding AG | 0 | $0 | 0.00% | −839,559−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −550,000−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −543,233−100.0% | 清倉 |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −524,525−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −479,937−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −275,180−100.0% | 清倉 |