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 3 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2022/9/30 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
- 105
- 較 2022 年第 2 季 −4 家
- 持有股數
- 4.05 億
- 較 2022 年第 2 季 +1,513 萬 (+3.9%)
- 總市值
- $26.5 億
- 較 2022 年第 2 季 −$8.76 億 (−24.8%)
- 新進機構
- 20
- 另有 35 家加碼
- 清倉機構
- 24
- 另有 32 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 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Farallon Capital Management, L.L.C. | 45,164,743 | $2.96 億 | 1.81% | +5,489,000+13.8% | 加碼 |
| All-Stars Investment Ltd | 44,131,097 | $2.89 億 | 98.19% | −664,717−1.5% | 減碼 |
| SC China Holding Ltd | 36,507,597 | $2.39 億 | 25.65% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 33,954,117 | $2.22 億 | 11.53% | −3,649,569−9.7% | 減碼 |
| SC US (TTGP), Ltd. | 32,209,496 | $2.11 億 | 2.44% | 00.0% | 不變 |
| Vanguard Group Inc | 23,440,485 | $1.54 億 | 0.00% | +366,952+1.6% | 加碼 |
| Baillie Gifford & Co | 15,870,755 | $1.04 億 | 0.11% | −15,827−0.1% | 減碼 |
| Alkeon Capital Management LLC | 14,944,823 | $9,789 萬 | 0.67% | +722,113+5.1% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 13,564,314 | $8,885 萬 | 6.03% | +736,300+5.7% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 11,892,855 | $7,790 萬 | 8.88% | +3,121,600+35.6% | 加碼 |
| Bamco Inc | 11,749,265 | $7,696 萬 | 0.25% | −543,317−4.4% | 減碼 |
| Janus Henderson Group PLC | 9,776,412 | $6,405 萬 | 0.05% | −1,529,976−13.5% | 減碼 |
| Norges Bank | 8,272,600 | $5,419 萬 | 0.01% | +197,745+2.4% | 加碼 |
| FIL Ltd | 8,227,720 | $5,389 萬 | 0.07% | +460,169+5.9% | 加碼 |
| RWC Asset Advisors (US) LLC | 7,875,892 | $5,159 萬 | 5.14% | +7,875,892 | 新進 |
| Genesis Fortune Ltd | 6,708,107 | $4,394 萬 | 100.00% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 6,009,876 | $3,937 萬 | 3.66% | +154,168+2.6% | 加碼 |
| SB Investment Advisers (UK) Ltd | 4,337,965 | $2,841 萬 | 0.22% | +4,337,965 | 新進 |
| Jennison Associates LLC | 4,283,750 | $2,806 萬 | 0.03% | −2,428,888−36.2% | 減碼 |
| JPMorgan Chase & Co | 3,543,559 | $2,321 萬 | 0.00% | +14,437+0.4% | 加碼 |
| Ameriprise Financial Inc | 3,503,419 | $2,295 萬 | 0.01% | +898,344+34.5% | 加碼 |
| Carmignac Gestion | 3,499,253 | $2,292 萬 | 0.49% | +474,849+15.7% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,027,100 | $1,983 萬 | 0.52% | −374,000−11.0% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 3,000,000 | $1,965 萬 | 15.33% | 00.0% | 不變 |
| Jane Street Group, LLC | 2,940,876 | $1,926 萬 | 0.04% | +2,508,839+580.7% | 加碼 |
| Legal & General Group Plc | 2,768,340 | $1,813 萬 | 0.01% | −143,093−4.9% | 減碼 |
| RWC Asset Management LLP | 2,588,642 | $1,696 萬 | 0.57% | +2,588,642 | 新進 |
| Ci Investments Inc. | 2,540,554 | $1,664 萬 | 0.09% | +223,861+9.7% | 加碼 |
| State Street Corp | 2,485,465 | $1,628 萬 | 0.00% | +876,043+54.4% | 加碼 |
| HSBC Holdings PLC | 2,413,381 | $1,594 萬 | 0.03% | +46,998+2.0% | 加碼 |
| Matthews International Capital Management LLC | 1,983,723 | $1,299 萬 | 1.89% | +241,160+13.8% | 加碼 |
| Macquarie Group Ltd | 1,872,175 | $1,226 萬 | 0.02% | −20,570−1.1% | 減碼 |
| Long Corridor Asset Management Ltd | 1,650,000 | $1,081 萬 | 10.85% | +120,000+7.8% | 加碼 |
| Quinn Opportunity Partners LLC | 1,523,986 | $998.2 萬 | 1.15% | −405,274−21.0% | 減碼 |
| Goldman Sachs Group Inc | 1,520,493 | $996.0 萬 | 0.00% | −231,607−13.2% | 減碼 |
| California Public Employees Retirement System | 1,406,528 | $921.3 萬 | 0.01% | +225,051+19.0% | 加碼 |
| Highlander Partners, L.P. | 1,389,000 | $909.8 萬 | 13.54% | +109,200+8.5% | 加碼 |
| Nomura Holdings Inc | 1,233,792 | $808.1 萬 | 0.08% | +1,233,792 | 新進 |
| AnglePoint Asset Management Ltd | 1,117,228 | $731.8 萬 | 5.42% | +755,528+208.9% | 加碼 |
| Lake Street Advisors Group, LLC | 1,086,838 | $711.9 萬 | 0.52% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 1,046,489 | $685.5 萬 | 0.00% | +1,046,489 | 新進 |
| Russell Investments Group, Ltd. | 1,010,776 | $662.0 萬 | 0.01% | +1,010,776 | 新進 |
| HarbourVest Partners LLC | 957,580 | $627.2 萬 | 2.05% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 881,628 | $577.5 萬 | 0.00% | +8,029+0.9% | 加碼 |
| GAM Holding AG | 879,756 | $576.2 萬 | 0.44% | −78,116−8.2% | 減碼 |
| Barclays PLC | 865,722 | $567.1 萬 | 0.01% | −200,455−18.8% | 減碼 |
| UBS Group AG | 785,554 | $514.5 萬 | 0.00% | +357,553+83.5% | 加碼 |
| Susquehanna International Group, LLP | 761,072 | $498.5 萬 | 0.01% | +666,837+707.6% | 加碼 |
| Alliancebernstein L.P. | 727,262 | $476.4 萬 | 0.00% | +727,262 | 新進 |
| BlackRock Inc. | 723,433 | $473.8 萬 | 0.00% | +9,874+1.4% | 加碼 |
| Tairen Capital Ltd | 713,000 | $467.0 萬 | 0.53% | 00.0% | 不變 |
| SB Global Advisers Ltd | 694,639 | $455.0 萬 | 0.33% | +694,639 | 新進 |
| Morgan Stanley | 687,832 | $450.5 萬 | 0.00% | −438,456−38.9% | 減碼 |
| Credit Suisse AG | 642,819 | $421.0 萬 | 0.00% | +442,819+221.4% | 加碼 |
| MIC Capital Management UK LLP | 630,697 | $413.1 萬 | 0.74% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 552,500 | $361.9 萬 | 0.01% | −1,576,700−74.1% | 減碼 |
| Parkwood LLC | 543,421 | $355.9 萬 | 0.76% | 00.0% | 不變 |
| Twenty Acre Capital LP | 537,700 | $352.2 萬 | 3.98% | +537,700 | 新進 |
| Octahedron Capital Management L.P. | 502,000 | $328.8 萬 | 2.69% | +81,000+19.2% | 加碼 |
| Indus Capital Partners, LLC | 466,582 | $305.6 萬 | 2.22% | −584,541−55.6% | 減碼 |
| Balyasny Asset Management LLC | 446,264 | $292.3 萬 | 0.01% | −61,012−12.0% | 減碼 |
| Perseverance Asset Management International | 401,183 | $262.8 萬 | 1.58% | +401,183 | 新進 |
| Cubist Systematic Strategies, LLC | 331,213 | $216.9 萬 | 0.02% | −826,594−71.4% | 減碼 |
| HRT Financial LP | 275,905 | $180.7 萬 | 0.02% | +53,646+24.1% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 246,209 | $161.3 萬 | 1.28% | +147,568+149.6% | 加碼 |
| Renaissance Capital LLC | 242,667 | $158.9 萬 | 1.02% | −45,825−15.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 241,622 | $158.3 萬 | 0.46% | +241,622 | 新進 |
| Citadel Advisors LLC | 222,194 | $145.5 萬 | 0.00% | +153,952+225.6% | 加碼 |
| Optimas Capital Ltd | 211,500 | $138.5 萬 | 1.17% | −209,400−49.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 200,000 | $131.0 萬 | 0.01% | +100,000+100.0% | 加碼 |
| Platinum Investment Management Ltd | 199,091 | $130.4 萬 | 0.05% | 00.0% | 不變 |
| Pinpoint Asset Management Ltd | 191,523 | $125.4 萬 | 0.42% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 187,739 | $123.0 萬 | 0.00% | −97,533−34.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 131,986 | $86.5 萬 | 0.00% | −14,357−9.8% | 減碼 |
| First Trust Advisors LP | 115,769 | $75.8 萬 | 0.00% | −5,447−4.5% | 減碼 |
| UBS Asset Management Americas Inc | 107,000 | $70.1 萬 | 0.00% | −6,200−5.5% | 減碼 |
| Franklin Resources Inc | 106,543 | $69.8 萬 | 0.00% | +10,301+10.7% | 加碼 |
| Capital Fund Management S.A. | 94,607 | $62.0 萬 | 0.02% | +94,607 | 新進 |
| Millennium Management LLC | 91,420 | $59.9 萬 | 0.00% | −687,000−88.3% | 減碼 |
| Tobam | 87,652 | $57.4 萬 | 0.04% | +87,652 | 新進 |
| Deutsche Bank AG | 84,148 | $55.1 萬 | 0.00% | −2,155−2.5% | 減碼 |
| Northern Trust Corp | 75,644 | $49.5 萬 | 0.00% | +992+1.3% | 加碼 |
| SEI Investments Co | 70,874 | $46.4 萬 | 0.00% | 00.0% | 不變 |
| Belvedere Trading LLC | 76,755 | $38.5 萬 | 0.42% | −6,235−7.5% | 減碼 |
| Ieq Capital, LLC | 37,561 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,027 | $24.3 萬 | 0.00% | +37,027 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 33,393 | $21.8 萬 | 0.01% | −1,233−3.6% | 減碼 |
| Hexagon Capital Partners LLC | 29,619 | $19.4 萬 | 0.06% | +2,300+8.4% | 加碼 |
| Verition Fund Management LLC | 20,187 | $13.2 萬 | 0.00% | +20,187 | 新進 |
| Renaissance Technologies LLC | 18,900 | $12.4 萬 | 0.00% | +18,900 | 新進 |
| JustInvest LLC | 15,558 | $10.2 萬 | 0.00% | +2,441+18.6% | 加碼 |
| Two Sigma Securities, LLC | 12,409 | $8.10 萬 | 0.01% | +12,409 | 新進 |
| Citigroup Inc | 11,525 | $7.50 萬 | 0.00% | −4,316−27.2% | 減碼 |
| Squarepoint Ops LLC | 11,322 | $7.40 萬 | 0.00% | −8,990−44.3% | 減碼 |
| Employees Provident Fund Board | 10,928 | $7.16 萬 | 0.00% | 00.0% | 不變 |
| Jasper Ridge Partners, L.P. | 10,326 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| Neumann Advisory Hong Kong Ltd | 7,338 | $4.80 萬 | 0.02% | 00.0% | 不變 |
| Royal Bank of Canada | 4,537 | $3.00 萬 | 0.00% | +4,537 | 新進 |
| Group One Trading, L.P. | 2,900 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 2,393 | $1.60 萬 | 0.00% | −200−7.7% | 減碼 |