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 2 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2022/6/30 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
- 109
- 較 2022 年第 1 季 +21 家
- 持有股數
- 3.90 億
- 較 2022 年第 1 季 +3,049 萬 (+8.5%)
- 總市值
- $35.3 億
- 較 2022 年第 1 季 +$11.3 億 (+47.1%)
- 新進機構
- 33
- 另有 38 家加碼
- 清倉機構
- 12
- 另有 21 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 |
2022 年第 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| All-Stars Investment Ltd | 44,795,814 | $4.06 億 | 97.78% | −4,297,649−8.8% | 減碼 |
| Farallon Capital Management, L.L.C. | 39,675,743 | $3.59 億 | 2.11% | +16,497,000+71.2% | 加碼 |
| Krane Funds Advisors LLC | 37,603,686 | $3.41 億 | 12.15% | +8,277,151+28.2% | 加碼 |
| SC China Holding Ltd | 36,507,597 | $3.31 億 | 30.53% | 00.0% | 不變 |
| SC US (TTGP), Ltd. | 32,209,496 | $2.92 億 | 3.40% | 00.0% | 不變 |
| Vanguard Group Inc | 23,073,533 | $2.09 億 | 0.01% | +2,779,583+13.7% | 加碼 |
| Baillie Gifford & Co | 15,886,582 | $1.44 億 | 0.15% | −6,501,828−29.0% | 減碼 |
| Alkeon Capital Management LLC | 14,222,710 | $1.29 億 | 0.77% | +5,450,000+62.1% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 12,828,014 | $1.16 億 | 5.18% | +5,744,951+81.1% | 加碼 |
| Bamco Inc | 12,292,582 | $1.11 億 | 0.36% | +42,846+0.3% | 加碼 |
| Janus Henderson Group PLC | 11,306,388 | $1.02 億 | 0.07% | +6,764,000+148.9% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 8,771,255 | $7,947 萬 | 7.47% | +5,102,000+139.0% | 加碼 |
| Norges Bank | 8,074,855 | $7,316 萬 | 0.02% | +3,076,597+61.6% | 加碼 |
| FIL Ltd | 7,767,551 | $7,038 萬 | 0.08% | +2,360,432+43.7% | 加碼 |
| Jennison Associates LLC | 6,712,638 | $6,082 萬 | 0.06% | −24,954−0.4% | 減碼 |
| Genesis Fortune Ltd | 6,708,107 | $6,078 萬 | 96.80% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 5,855,708 | $5,305 萬 | 4.81% | −162,015−2.7% | 減碼 |
| Ontario Teachers Pension Plan Board | 4,813,157 | $4,361 萬 | 0.61% | +500,000+11.6% | 加碼 |
| JPMorgan Chase & Co | 3,529,122 | $3,197 萬 | 0.00% | +3,172,715+890.2% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,401,100 | $3,081 萬 | 0.66% | −6,189,842−64.5% | 減碼 |
| Carmignac Gestion | 3,024,404 | $2,734 萬 | 0.58% | +3,024,404 | 新進 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 3,000,000 | $2,718 萬 | 18.37% | +500,000+20.0% | 加碼 |
| Legal & General Group Plc | 2,911,433 | $2,638 萬 | 0.01% | +61,560+2.2% | 加碼 |
| Ameriprise Financial Inc | 2,605,075 | $2,359 萬 | 0.01% | +2,605,075 | 新進 |
| HSBC Holdings PLC | 2,366,383 | $2,120 萬 | 0.03% | −431,787−15.4% | 減碼 |
| Ci Investments Inc. | 2,316,693 | $2,099 萬 | 0.10% | −3,409−0.1% | 減碼 |
| Canada Pension Plan Investment Board | 2,129,200 | $1,929 萬 | 0.03% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 1,929,260 | $1,748 萬 | 1.61% | −224,583−10.4% | 減碼 |
| Macquarie Group Ltd | 1,892,745 | $1,715 萬 | 0.02% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,752,100 | $1,587 萬 | 0.00% | −5,978,974−77.3% | 減碼 |
| Matthews International Capital Management LLC | 1,742,563 | $1,579 萬 | 2.27% | +504,300+40.7% | 加碼 |
| State Street Corp | 1,609,422 | $1,458 萬 | 0.00% | +332,622+26.1% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 1,532,470 | $1,388 萬 | 0.12% | −6,344,237−80.5% | 減碼 |
| Long Corridor Asset Management Ltd | 1,530,000 | $1,386 萬 | 11.69% | +1,530,000 | 新進 |
| Highlander Partners, L.P. | 1,279,800 | $1,160 萬 | 15.26% | +212,000+19.9% | 加碼 |
| California Public Employees Retirement System | 1,181,477 | $1,070 萬 | 0.01% | +129,449+12.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 1,157,807 | $1,049 萬 | 0.08% | +134,670+13.2% | 加碼 |
| Morgan Stanley | 1,126,288 | $1,021 萬 | 0.00% | −1,038,889−48.0% | 減碼 |
| Lake Street Advisors Group, LLC | 1,086,838 | $984.7 萬 | 0.70% | 00.0% | 不變 |
| Barclays PLC | 1,066,177 | $966.0 萬 | 0.01% | +1,066,177 | 新進 |
| Indus Capital Partners, LLC | 1,051,123 | $952.3 萬 | 5.72% | +1,051,123 | 新進 |
| GAM Holding AG | 957,872 | $867.8 萬 | 0.58% | +957,872 | 新進 |
| HarbourVest Partners LLC | 957,580 | $867.6 萬 | 2.85% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 887,900 | $804.4 萬 | 0.52% | −1,532,365−63.3% | 減碼 |
| Charles Schwab Investment Management Inc | 873,599 | $791.5 萬 | 0.00% | +106,514+13.9% | 加碼 |
| Millennium Management LLC | 778,420 | $705.2 萬 | 0.01% | +762,962+4,935.7% | 加碼 |
| Collaborative Holdings Management LP | 726,000 | $657.8 萬 | 7.96% | +726,000 | 新進 |
| BlackRock Inc. | 713,559 | $646.4 萬 | 0.00% | −6,720−0.9% | 減碼 |
| Tairen Capital Ltd | 713,000 | $646.0 萬 | 1.48% | +713,000 | 新進 |
| MIC Capital Management UK LLP | 630,697 | $571.4 萬 | 1.12% | 00.0% | 不變 |
| Old Mission Capital LLC | 616,413 | $558.5 萬 | 0.18% | +616,413 | 新進 |
| Parkwood LLC | 543,421 | $492.3 萬 | 0.98% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 507,276 | $459.6 萬 | 0.02% | +104,551+26.0% | 加碼 |
| ExodusPoint Capital Management, LP | 474,676 | $430.1 萬 | 0.06% | +474,676 | 新進 |
| Jane Street Group, LLC | 432,037 | $391.4 萬 | 0.01% | +432,037 | 新進 |
| UBS Group AG | 428,001 | $387.8 萬 | 0.00% | +85,001+24.8% | 加碼 |
| Octahedron Capital Management L.P. | 421,000 | $381.4 萬 | 3.09% | +151,000+55.9% | 加碼 |
| Optimas Capital Ltd | 420,900 | $381.3 萬 | 4.68% | +420,900 | 新進 |
| AnglePoint Asset Management Ltd | 361,700 | $327.7 萬 | 3.82% | +361,700 | 新進 |
| Pictet Asset Management SA | 336,064 | $304.5 萬 | 0.00% | −150,936−31.0% | 減碼 |
| Renaissance Capital LLC | 288,492 | $261.4 萬 | 1.39% | +110,049+61.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 285,272 | $258.5 萬 | 0.00% | −2,574,864−90.0% | 減碼 |
| Alden Global Capital LLC | 255,600 | $231.6 萬 | 17.44% | +255,600 | 新進 |
| HRT Financial LP | 222,259 | $201.3 萬 | 0.02% | +222,259 | 新進 |
| Credit Suisse AG | 200,000 | $181.2 萬 | 0.00% | +200,000 | 新進 |
| Platinum Investment Management Ltd | 199,091 | $180.4 萬 | 0.07% | 00.0% | 不變 |
| Pinpoint Asset Management Ltd | 191,523 | $173.5 萬 | 0.72% | 00.0% | 不變 |
| Trivest Advisors Ltd | 180,000 | $163.1 萬 | 0.35% | +180,000 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 146,343 | $132.5 萬 | 0.00% | +34,689+31.1% | 加碼 |
| Davidson Kempner Capital Management LP | 125,282 | $113.5 萬 | 0.02% | +18,509+17.3% | 加碼 |
| First Trust Advisors LP | 121,216 | $109.8 萬 | 0.00% | +61,916+104.4% | 加碼 |
| UBS Asset Management Americas Inc | 113,200 | $102.6 萬 | 0.00% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 100,000 | $90.6 萬 | 0.00% | +100,000 | 新進 |
| E Fund Management (Hong Kong) Co., Ltd. | 98,641 | $89.4 萬 | 0.62% | +98,641 | 新進 |
| Franklin Resources Inc | 96,242 | $87.2 萬 | 0.00% | +4,152+4.5% | 加碼 |
| Susquehanna International Group, LLP | 94,235 | $85.4 萬 | 0.00% | +42,838+83.3% | 加碼 |
| Parametrica Management Ltd | 94,738 | $84.9 萬 | 0.92% | +94,738 | 新進 |
| Deutsche Bank AG | 86,303 | $78.2 萬 | 0.00% | +30,509+54.7% | 加碼 |
| Belvedere Trading LLC | 82,990 | $73.9 萬 | 0.80% | +82,990 | 新進 |
| Northern Trust Corp | 74,652 | $67.6 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 70,874 | $64.2 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 68,242 | $61.8 萬 | 0.00% | +4,015+6.3% | 加碼 |
| Keywise Capital Management (HK) Ltd | 58,700 | $53.2 萬 | 0.46% | +44,200+304.8% | 加碼 |
| China Universal Asset Management Co., Ltd. | 52,100 | $47.2 萬 | 0.20% | +52,100 | 新進 |
| Tudor Investment Corp Et Al | 43,390 | $39.3 萬 | 0.01% | +7,145+19.7% | 加碼 |
| Ieq Capital, LLC | 37,561 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 34,626 | $31.4 萬 | 0.01% | +34,626 | 新進 |
| XTX Topco Ltd | 32,426 | $29.4 萬 | 0.12% | +22,345+221.7% | 加碼 |
| Bluefin Capital Management, LLC | 30,245 | $24.9 萬 | 0.03% | +30,245 | 新進 |
| Hexagon Capital Partners LLC | 27,319 | $24.8 萬 | 0.07% | −2,600−8.7% | 減碼 |
| Aperture Investors, LLC | 23,190 | $21.0 萬 | 0.04% | +23,190 | 新進 |
| Tower Research Capital LLC (TRC) | 21,186 | $19.2 萬 | 0.00% | +20,735+4,597.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 20,955 | $19.0 萬 | 0.01% | +20,955 | 新進 |
| Caisse de Depot Et Placement du Quebec | 20,400 | $18.5 萬 | 0.00% | +300+1.5% | 加碼 |
| Squarepoint Ops LLC | 20,312 | $18.4 萬 | 0.00% | −9,972−32.9% | 減碼 |
| Citigroup Inc | 15,841 | $14.4 萬 | 0.00% | −118,511−88.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,349 | $12.1 萬 | 0.00% | +13,349 | 新進 |
| JustInvest LLC | 13,117 | $11.9 萬 | 0.01% | +2,514+23.7% | 加碼 |
| Employees Provident Fund Board | 10,928 | $9.90 萬 | 0.00% | −2,882,799−99.6% | 減碼 |
| Jasper Ridge Partners, L.P. | 10,326 | $9.40 萬 | 0.01% | 00.0% | 不變 |