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 4 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2022/12/31 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
- 126
- 較 2022 年第 3 季 +22 家
- 持有股數
- 4.50 億
- 較 2022 年第 3 季 +5,088 萬 (+12.8%)
- 總市值
- $36.0 億
- 較 2022 年第 3 季 +$9.85 億 (+37.7%)
- 新進機構
- 37
- 另有 42 家加碼
- 清倉機構
- 15
- 另有 33 家減碼
另有 1 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| All-Stars Investment Ltd | 44,131,097 | $3.53 億 | 98.10% | 00.0% | 不變 |
| Farallon Capital Management, L.L.C. | 43,439,743 | $3.48 億 | 2.25% | −1,725,000−3.8% | 減碼 |
| Krane Funds Advisors LLC | 33,043,381 | $2.64 億 | 10.80% | −910,736−2.7% | 減碼 |
| SC US (TTGP), Ltd. | 32,209,496 | $2.58 億 | 3.40% | 00.0% | 不變 |
| SC China Holding Ltd | 27,681,263 | $2.21 億 | 22.44% | −8,826,334−24.2% | 減碼 |
| Vanguard Group Inc | 23,759,401 | $1.90 億 | 0.01% | +318,916+1.4% | 加碼 |
| Baillie Gifford & Co | 15,832,037 | $1.27 億 | 0.13% | −38,718−0.2% | 減碼 |
| Alkeon Capital Management LLC | 15,671,406 | $1.25 億 | 0.93% | +726,583+4.9% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 13,798,455 | $1.10 億 | 11.78% | +1,905,600+16.0% | 加碼 |
| RWC Asset Advisors (US) LLC | 13,483,223 | $1.08 億 | 9.39% | +5,607,331+71.2% | 加碼 |
| Bank of America Corp | 13,332,911 | $1.07 億 | 0.01% | +13,332,911 | 新進 |
| BlackRock Inc. | 12,487,020 | $9,990 萬 | 0.00% | +11,763,587+1,626.1% | 加碼 |
| Bamco Inc | 11,879,963 | $9,504 萬 | 0.32% | +130,698+1.1% | 加碼 |
| FIL Ltd | 10,664,700 | $8,532 萬 | 0.10% | +2,436,980+29.6% | 加碼 |
| Janus Henderson Group PLC | 9,723,218 | $7,780 萬 | 0.06% | −53,194−0.5% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 9,553,977 | $7,643 萬 | 4.69% | −4,010,337−29.6% | 減碼 |
| SB Investment Advisers (UK) Ltd | 8,735,696 | $6,989 萬 | 0.58% | +4,397,731+101.4% | 加碼 |
| Norges Bank | 7,883,137 | $6,307 萬 | 0.02% | −389,463−4.7% | 減碼 |
| E Fund Management Co., Ltd. | 5,939,632 | $4,752 萬 | 3.96% | −70,244−1.2% | 減碼 |
| Pinpoint Asset Management Ltd | 5,333,635 | $4,267 萬 | 10.49% | +5,142,112+2,684.9% | 加碼 |
| Jennison Associates LLC | 5,209,098 | $4,167 萬 | 0.04% | +925,348+21.6% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 5,000,000 | $4,000 萬 | 10.00% | +2,000,000+66.7% | 加碼 |
| Matthews International Capital Management LLC | 4,423,191 | $3,539 萬 | 4.18% | +2,439,468+123.0% | 加碼 |
| RWC Asset Management LLP | 4,187,695 | $3,350 萬 | 1.05% | +1,599,053+61.8% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 4,127,100 | $3,302 萬 | 0.70% | +1,100,000+36.3% | 加碼 |
| JPMorgan Chase & Co | 3,897,580 | $3,118 萬 | 0.00% | +354,021+10.0% | 加碼 |
| Ameriprise Financial Inc | 3,832,835 | $3,066 萬 | 0.01% | +329,416+9.4% | 加碼 |
| Carmignac Gestion | 3,746,711 | $2,998 萬 | 0.54% | +247,458+7.1% | 加碼 |
| Jane Street Group, LLC | 3,213,949 | $2,571 萬 | 0.05% | +273,073+9.3% | 加碼 |
| Ci Investments Inc. | 2,806,264 | $2,245 萬 | 0.11% | +265,710+10.5% | 加碼 |
| Goldman Sachs Group Inc | 2,686,405 | $2,149 萬 | 0.01% | +1,165,912+76.7% | 加碼 |
| Legal & General Group Plc | 2,656,202 | $2,125 萬 | 0.01% | −112,138−4.1% | 減碼 |
| Barclays PLC | 2,580,314 | $2,064 萬 | 0.02% | +1,714,592+198.1% | 加碼 |
| State Street Corp | 2,558,890 | $2,047 萬 | 0.00% | +73,425+3.0% | 加碼 |
| HSBC Holdings PLC | 2,328,138 | $1,865 萬 | 0.02% | −85,243−3.5% | 減碼 |
| Blue Creek Capital Management Ltd | 2,004,000 | $1,603 萬 | 12.80% | +2,004,000 | 新進 |
| D. E. Shaw & Co., Inc. | 1,925,161 | $1,540 萬 | 0.03% | +1,737,422+925.4% | 加碼 |
| Macquarie Group Ltd | 1,872,175 | $1,498 萬 | 0.02% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 1,662,128 | $1,330 萬 | 0.04% | +1,662,128 | 新進 |
| Highlander Partners, L.P. | 1,592,800 | $1,274 萬 | 17.27% | +203,800+14.7% | 加碼 |
| Alliancebernstein L.P. | 1,578,496 | $1,263 萬 | 0.01% | +851,234+117.0% | 加碼 |
| Morgan Stanley | 1,431,734 | $1,145 萬 | 0.00% | +743,902+108.2% | 加碼 |
| Russell Investments Group, Ltd. | 1,427,356 | $1,142 萬 | 0.02% | +416,580+41.2% | 加碼 |
| California Public Employees Retirement System | 1,380,206 | $1,104 萬 | 0.01% | −26,322−1.9% | 減碼 |
| Canada Pension Plan Investment Board | 1,351,900 | $1,082 萬 | 0.02% | +799,400+144.7% | 加碼 |
| SB Global Advisers Ltd | 1,291,205 | $1,033 萬 | 1.20% | +596,566+85.9% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 1,130,000 | $904.0 萬 | 4.51% | +1,130,000 | 新進 |
| Quinn Opportunity Partners LLC | 1,059,751 | $847.8 萬 | 1.06% | −464,235−30.5% | 減碼 |
| Price T Rowe Associates Inc | 1,046,489 | $837.2 萬 | 0.00% | 00.0% | 不變 |
| HarbourVest Partners LLC | 957,580 | $766.1 萬 | 2.57% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 934,700 | $747.8 萬 | 0.04% | +934,700 | 新進 |
| Charles Schwab Investment Management Inc | 890,504 | $712.4 萬 | 0.00% | +8,876+1.0% | 加碼 |
| Long Corridor Asset Management Ltd | 750,000 | $600.0 萬 | 6.71% | −900,000−54.5% | 減碼 |
| Thunderbird Partners LLP | 665,996 | $532.8 萬 | 1.29% | +665,996 | 新進 |
| UBS Group AG | 639,057 | $511.2 萬 | 0.00% | −146,497−18.6% | 減碼 |
| MIC Capital Management UK LLP | 630,697 | $504.6 萬 | 1.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 555,084 | $444.0 萬 | 0.10% | +555,084 | 新進 |
| Parkwood LLC | 543,421 | $434.7 萬 | 0.88% | 00.0% | 不變 |
| Alden Global Capital LLC | 496,700 | $397.4 萬 | 6.75% | +496,700 | 新進 |
| Capital Fund Management S.A. | 484,823 | $387.9 萬 | 0.09% | +390,216+412.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 483,556 | $386.8 萬 | 1.00% | +241,934+100.1% | 加碼 |
| Twenty Acre Capital LP | 461,400 | $369.1 萬 | 4.48% | −76,300−14.2% | 減碼 |
| Tairen Capital Ltd | 437,292 | $349.8 萬 | 0.41% | −275,708−38.7% | 減碼 |
| Lake Street Advisors Group, LLC | 433,972 | $347.2 萬 | 0.23% | −652,866−60.1% | 減碼 |
| Nomura Holdings Inc | 413,276 | $330.6 萬 | 0.03% | −820,516−66.5% | 減碼 |
| Hel Ved Capital Management Ltd | 410,000 | $328.0 萬 | 2.11% | +410,000 | 新進 |
| Voloridge Investment Management, LLC | 401,290 | $321.0 萬 | 0.02% | +401,290 | 新進 |
| HRT Financial LP | 370,643 | $296.5 萬 | 0.04% | +94,738+34.3% | 加碼 |
| Rock Creek Group, LP | 370,000 | $296.0 萬 | 0.36% | +370,000 | 新進 |
| E Fund Management (Hong Kong) Co., Ltd. | 317,321 | $253.9 萬 | 2.16% | +71,112+28.9% | 加碼 |
| LMR Partners LLP | 316,637 | $253.3 萬 | 0.06% | +316,637 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 300,000 | $240.0 萬 | 0.01% | +100,000+50.0% | 加碼 |
| Qube Research & Technologies Ltd | 275,902 | $220.7 萬 | 0.01% | +275,902 | 新進 |
| Collaborative Holdings Management LP | 256,000 | $204.8 萬 | 5.18% | +256,000 | 新進 |
| Old Mission Capital LLC | 249,214 | $199.4 萬 | 0.09% | +249,214 | 新進 |
| Renaissance Capital LLC | 235,441 | $188.4 萬 | 1.47% | −7,226−3.0% | 減碼 |
| Toroso Investments, LLC | 216,035 | $172.8 萬 | 0.07% | +216,035 | 新進 |
| Cubist Systematic Strategies, LLC | 201,798 | $161.4 萬 | 0.01% | −129,415−39.1% | 減碼 |
| Alpine Investment Management Ltd | 200,000 | $160.0 萬 | 0.43% | +200,000 | 新進 |
| Platinum Investment Management Ltd | 199,091 | $159.3 萬 | 0.06% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 187,777 | $150.2 萬 | 0.01% | +187,777 | 新進 |
| Octahedron Capital Management L.P. | 186,300 | $149.0 萬 | 4.13% | −315,700−62.9% | 減碼 |
| Squarepoint Ops LLC | 173,934 | $139.1 萬 | 0.01% | +162,612+1,436.2% | 加碼 |
| Parametrica Management Ltd | 156,739 | $125.4 萬 | 2.57% | +156,739 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 139,654 | $111.7 萬 | 0.00% | +7,668+5.8% | 加碼 |
| Marshall Wace, LLP | 128,058 | $102.4 萬 | 0.00% | +128,058 | 新進 |
| Optimas Capital Ltd | 118,500 | $94.8 萬 | 0.93% | −93,000−44.0% | 減碼 |
| Aperture Investors, LLC | 117,243 | $93.8 萬 | 0.15% | +117,243 | 新進 |
| Franklin Resources Inc | 116,419 | $93.1 萬 | 0.00% | +9,876+9.3% | 加碼 |
| Trexquant Investment LP | 113,318 | $90.7 萬 | 0.03% | +113,318 | 新進 |
| Citadel Advisors LLC | 107,869 | $86.3 萬 | 0.00% | −114,325−51.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 94,170 | $75.3 萬 | 0.01% | +94,170 | 新進 |
| Northern Trust Corp | 85,799 | $68.6 萬 | 0.00% | +10,155+13.4% | 加碼 |
| Deutsche Bank AG | 84,148 | $67.3 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 78,347 | $62.7 萬 | 0.00% | +78,347 | 新進 |
| Millennium Management LLC | 75,449 | $60.4 萬 | 0.00% | −15,971−17.5% | 減碼 |
| Handelsbanken Fonder AB | 74,500 | $59.6 萬 | 0.00% | +74,500 | 新進 |
| UBS Asset Management Americas Inc | 73,100 | $58.5 萬 | 0.00% | −33,900−31.7% | 減碼 |
| SEI Investments Co | 70,874 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 68,100 | $54.5 萬 | 0.22% | +68,100 | 新進 |