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。
2023 年第 1 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2023/3/31 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
- 133
- 較 2022 年第 4 季 +8 家
- 持有股數
- 4.63 億
- 較 2022 年第 4 季 +1,432 萬 (+3.2%)
- 總市值
- $34.9 億
- 較 2022 年第 4 季 −$9,405 萬 (−2.6%)
- 新進機構
- 27
- 另有 42 家加碼
- 清倉機構
- 19
- 另有 46 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| All-Stars Investment Ltd | 44,131,097 | $3.36 億 | 96.03% | 00.0% | 不變 |
| Farallon Capital Management, L.L.C. | 43,805,238 | $3.33 億 | 2.02% | +365,495+0.8% | 加碼 |
| SC US (TTGP), Ltd. | 32,209,496 | $2.45 億 | 2.89% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 29,937,917 | $2.24 億 | 10.24% | −3,105,464−9.4% | 減碼 |
| SC China Holding Ltd | 27,681,263 | $2.11 億 | 22.13% | 00.0% | 不變 |
| Vanguard Group Inc | 23,652,805 | $1.80 億 | 0.00% | −106,596−0.4% | 減碼 |
| Alkeon Capital Management LLC | 19,671,406 | $1.50 億 | 0.96% | +4,000,000+25.5% | 加碼 |
| SB Investment Advisers (UK) Ltd | 17,241,440 | $1.31 億 | 1.08% | +8,505,744+97.4% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $1.24 億 | 11.29% | +2,432,229+17.6% | 加碼 |
| Bank of America Corp | 16,018,544 | $1.22 億 | 0.01% | +2,685,633+20.1% | 加碼 |
| Baillie Gifford & Co | 15,821,759 | $1.20 億 | 0.11% | −10,278−0.1% | 減碼 |
| FIL Ltd | 13,950,770 | $1.06 億 | 0.12% | +3,286,070+30.8% | 加碼 |
| Janus Henderson Group PLC | 11,900,411 | $9,054 萬 | 0.06% | +2,177,193+22.4% | 加碼 |
| Bamco Inc | 10,273,726 | $7,818 萬 | 0.23% | −1,606,237−13.5% | 減碼 |
| JPMorgan Chase & Co | 9,579,294 | $7,290 萬 | 0.01% | +5,681,714+145.8% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 7,545,643 | $5,742 萬 | 11.36% | +2,545,643+50.9% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 7,314,343 | $5,566 萬 | 3.22% | −2,239,634−23.4% | 減碼 |
| RWC Asset Advisors (US) LLC | 7,008,107 | $5,333 萬 | 4.06% | −6,475,116−48.0% | 減碼 |
| Norges Bank | 6,732,712 | $5,124 萬 | 0.01% | −1,150,425−14.6% | 減碼 |
| E Fund Management Co., Ltd. | 5,677,229 | $4,320 萬 | 3.15% | −262,403−4.4% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 5,594,000 | $4,257 萬 | 0.75% | +1,466,900+35.5% | 加碼 |
| Carmignac Gestion | 5,240,725 | $3,989 萬 | 0.67% | +1,494,014+39.9% | 加碼 |
| Matthews International Capital Management LLC | 5,187,246 | $3,947 萬 | 3.94% | +764,055+17.3% | 加碼 |
| Blue Creek Capital Management Ltd | 4,187,000 | $3,186 萬 | 21.14% | +2,183,000+108.9% | 加碼 |
| Jennison Associates LLC | 4,132,085 | $3,145 萬 | 0.03% | −1,077,013−20.7% | 減碼 |
| Ameriprise Financial Inc | 3,856,232 | $2,935 萬 | 0.01% | +23,397+0.6% | 加碼 |
| Morgan Stanley | 3,155,684 | $2,401 萬 | 0.00% | +1,723,950+120.4% | 加碼 |
| Pinpoint Asset Management Ltd | 6,249,332 | $2,342 萬 | 6.33% | +915,697+17.2% | 加碼 |
| Ci Investments Inc. | 3,042,723 | $2,316 萬 | 0.12% | +236,459+8.4% | 加碼 |
| ExodusPoint Capital Management, LP | 2,917,353 | $2,220 萬 | 0.25% | +2,917,353 | 新進 |
| State Street Corp | 2,626,058 | $1,998 萬 | 0.00% | +67,168+2.6% | 加碼 |
| Legal & General Group Plc | 2,531,911 | $1,927 萬 | 0.01% | −124,291−4.7% | 減碼 |
| Softbank Group Corp | 2,426,979 | $1,847 萬 | 0.24% | +2,426,979 | 新進 |
| RWC Asset Management LLP | 2,228,330 | $1,696 萬 | 0.52% | −1,959,365−46.8% | 減碼 |
| Jane Street Group, LLC | 2,158,307 | $1,642 萬 | 0.03% | −1,055,642−32.8% | 減碼 |
| Hel Ved Capital Management Ltd | 2,150,700 | $1,637 萬 | 8.73% | +1,740,700+424.6% | 加碼 |
| HSBC Holdings PLC | 2,127,835 | $1,613 萬 | 0.02% | −200,303−8.6% | 減碼 |
| Goldman Sachs Group Inc | 1,896,097 | $1,443 萬 | 0.00% | −790,308−29.4% | 減碼 |
| Hidden Lake Asset Management LP | 1,850,390 | $1,408 萬 | 11.91% | +1,850,390 | 新進 |
| Macquarie Group Ltd | 1,833,975 | $1,396 萬 | 0.02% | −38,200−2.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,662,128 | $1,265 萬 | 0.03% | 00.0% | 不變 |
| Highlander Partners, L.P. | 1,592,800 | $1,212 萬 | 16.40% | 00.0% | 不變 |
| California Public Employees Retirement System | 1,173,242 | $892.8 萬 | 0.01% | −206,964−15.0% | 減碼 |
| TB Alternative Assets Ltd. | 1,145,100 | $871.4 萬 | 2.15% | +1,145,100 | 新進 |
| Canada Pension Plan Investment Board | 1,070,100 | $814.3 萬 | 0.01% | −281,800−20.8% | 減碼 |
| Price T Rowe Associates Inc | 1,046,489 | $796.4 萬 | 0.00% | 00.0% | 不變 |
| BlackRock Inc. | 1,017,718 | $774.5 萬 | 0.00% | −11,469,302−91.8% | 減碼 |
| Quinn Opportunity Partners LLC | 999,751 | $760.8 萬 | 0.81% | −60,000−5.7% | 減碼 |
| HarbourVest Partners LLC | 957,580 | $728.7 萬 | 2.45% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 938,166 | $713.9 萬 | 0.01% | −489,190−34.3% | 減碼 |
| Charles Schwab Investment Management Inc | 868,510 | $660.9 萬 | 0.00% | −21,994−2.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 832,262 | $633.4 萬 | 0.06% | +644,485+343.2% | 加碼 |
| Capital Fund Management S.A. | 827,733 | $629.9 萬 | 0.12% | +342,910+70.7% | 加碼 |
| Marshall Wace, LLP | 741,104 | $564.0 萬 | 0.01% | +613,046+478.7% | 加碼 |
| Millennium Management LLC | 690,443 | $525.4 萬 | 0.01% | +614,994+815.1% | 加碼 |
| Thunderbird Partners LLP | 690,343 | $525.4 萬 | 1.32% | +24,347+3.7% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 663,000 | $504.5 萬 | 2.58% | +663,000 | 新進 |
| GAM Holding AG | 656,973 | $500.0 萬 | 0.35% | +656,973 | 新進 |
| Citadel Advisors LLC | 638,104 | $485.6 萬 | 0.01% | +530,235+491.6% | 加碼 |
| Nomura Holdings Inc | 632,533 | $481.4 萬 | 0.05% | +219,257+53.1% | 加碼 |
| MIC Capital Management UK LLP | 630,697 | $480.0 萬 | 0.92% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 620,142 | $471.9 萬 | 0.04% | +418,344+207.3% | 加碼 |
| Twenty Acre Capital LP | 575,400 | $437.9 萬 | 5.00% | +114,000+24.7% | 加碼 |
| Penserra Capital Management LLC | 553,525 | $421.2 萬 | 0.09% | −1,559−0.3% | 減碼 |
| Parkwood LLC | 543,421 | $413.5 萬 | 0.77% | 00.0% | 不變 |
| UBS Group AG | 543,135 | $413.3 萬 | 0.00% | −95,922−15.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 525,529 | $399.4 萬 | 0.88% | +41,973+8.7% | 加碼 |
| Old Mission Capital LLC | 504,419 | $383.9 萬 | 0.12% | +255,205+102.4% | 加碼 |
| LMR Partners LLP | 502,257 | $382.2 萬 | 0.08% | +185,620+58.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 499,200 | $379.9 萬 | 0.02% | −435,500−46.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 479,605 | $365.0 萬 | 0.01% | −1,445,556−75.1% | 減碼 |
| Octahedron Capital Management L.P. | 465,000 | $353.9 萬 | 7.58% | +278,700+149.6% | 加碼 |
| Credit Suisse AG | 431,438 | $328.3 萬 | 0.00% | +431,438 | 新進 |
| Barclays PLC | 398,168 | $303.0 萬 | 0.00% | −2,182,146−84.6% | 減碼 |
| Collaborative Holdings Management LP | 353,800 | $269.2 萬 | 10.52% | +97,800+38.2% | 加碼 |
| Squarepoint Ops LLC | 282,991 | $215.4 萬 | 0.02% | +109,057+62.7% | 加碼 |
| HRT Financial LP | 276,577 | $210.4 萬 | 0.03% | −94,066−25.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 240,230 | $182.8 萬 | 0.62% | +172,130+252.8% | 加碼 |
| Rock Creek Group, LP | 233,805 | $177.9 萬 | 0.23% | −136,195−36.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 220,624 | $167.9 萬 | 0.19% | +220,624 | 新進 |
| Renaissance Capital LLC | 209,891 | $159.7 萬 | 1.18% | −25,550−10.9% | 減碼 |
| Hao Advisors Management Ltd | 200,000 | $152.2 萬 | 0.53% | +200,000 | 新進 |
| Platinum Investment Management Ltd | 199,091 | $151.5 萬 | 0.05% | 00.0% | 不變 |
| Aperture Investors, LLC | 163,054 | $124.1 萬 | 0.17% | +45,811+39.1% | 加碼 |
| Parametrica Management Ltd | 141,513 | $107.7 萬 | 1.94% | −15,226−9.7% | 減碼 |
| UBS Asset Management Americas Inc | 141,400 | $107.6 萬 | 0.00% | +68,300+93.4% | 加碼 |
| Point72 Asset Management, L.P. | 135,028 | $102.8 萬 | 0.00% | +135,028 | 新進 |
| Laurion Capital Management LP | 133,048 | $101.2 萬 | 0.05% | +133,048 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 124,077 | $94.4 萬 | 0.00% | −15,577−11.2% | 減碼 |
| Point72 Middle East FZE | 118,634 | $90.3 萬 | 0.05% | +118,634 | 新進 |
| Franklin Resources Inc | 112,986 | $86.0 萬 | 0.00% | −3,433−2.9% | 減碼 |
| Long Corridor Asset Management Ltd | 100,000 | $76.1 萬 | 0.91% | −650,000−86.7% | 減碼 |
| Optimas Capital Ltd | 94,100 | $71.6 萬 | 0.60% | −24,400−20.6% | 減碼 |
| CTC Capital Management, LLC | 91,600 | $69.7 萬 | 1.46% | +91,600 | 新進 |
| Northern Trust Corp | 86,229 | $65.6 萬 | 0.00% | +430+0.5% | 加碼 |
| Deutsche Bank AG | 84,116 | $64.0 萬 | 0.00% | −320.0% | 減碼 |
| Bank of New York Mellon Corp | 78,347 | $59.6 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 74,500 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 70,874 | $53.9 萬 | 0.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 69,339 | $52.8 萬 | 0.07% | +69,339 | 新進 |