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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 22 | $0 | 0.00% | −112−83.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 111 | $845 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 112 | $852 | 0.00% | +112 | 新進 |
| Bell Investment Advisors, Inc | 355 | $2,702 | 0.00% | +87+32.5% | 加碼 |
| Pacer Advisors, Inc. | 611 | $4,650 | 0.00% | −64−9.5% | 減碼 |
| Private Trust Co NA | 625 | $4,756 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 765 | $6,000 | 0.00% | +765 | 新進 |
| Advisors Asset Management, Inc. | 1,045 | $7,952 | 0.00% | +1,045 | 新進 |
| Banque Cantonale Vaudoise | 3,882 | $3.00 萬 | 0.00% | +1,427+58.1% | 加碼 |
| Shen Neil Nanpeng | 7,174 | $5.46 萬 | 1.94% | +7,174 | 新進 |
| Tobam | 7,482 | $5.70 萬 | 0.00% | +7,482 | 新進 |
| Citigroup Inc | 8,887 | $6.76 萬 | 0.00% | −704−7.3% | 減碼 |
| Aigen Investment Management, LP | 10,111 | $7.69 萬 | 0.01% | +10,111 | 新進 |
| Jasper Ridge Partners, L.P. | 10,326 | $7.86 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 11,765 | $9.00 萬 | 0.00% | −20,226−63.2% | 減碼 |
| Belvedere Trading LLC | 13,096 | $9.97 萬 | 0.04% | −23,516−64.2% | 減碼 |
| Gsa Capital Partners LLP | 15,214 | $11.6 萬 | 0.01% | −49,749−76.6% | 減碼 |
| Raymond James & Associates | 16,106 | $12.3 萬 | 0.00% | +16,106 | 新進 |
| DRW Securities, LLC | 17,055 | $13.0 萬 | 0.02% | −8,102−32.2% | 減碼 |
| JustInvest LLC | 18,855 | $14.3 萬 | 0.00% | +4,043+27.3% | 加碼 |
| Jump Financial, LLC | 20,000 | $15.2 萬 | 0.01% | +20,000 | 新進 |
| Fox Run Management, L.L.C. | 20,841 | $15.9 萬 | 0.05% | −4,543−17.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 24,910 | $19.0 萬 | 0.00% | −1,151−4.4% | 減碼 |
| Aubrey Capital Management Ltd | 25,000 | $19.0 萬 | 0.11% | +25,000 | 新進 |
| Lighthouse Investment Partners, LLC | 27,304 | $20.8 萬 | 0.02% | +27,304 | 新進 |
| Hexagon Capital Partners LLC | 29,619 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 30,894 | $23.5 萬 | 0.00% | +30,894 | 新進 |
| Banco BTG Pactual S.A. | 43,102 | $26.5 萬 | 0.12% | +43,102 | 新進 |
| Ieq Capital, LLC | 37,561 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 44,408 | $33.8 萬 | 0.00% | +23,271+110.1% | 加碼 |
| Profund Advisors LLC | 53,179 | $40.5 萬 | 0.03% | −5,778−9.8% | 減碼 |
| TradeLink Capital LLC | 55,000 | $41.8 萬 | 6.84% | +55,000 | 新進 |
| Lake Street Advisors Group, LLC | 56,972 | $43.4 萬 | 0.03% | −377,000−86.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 69,339 | $52.8 萬 | 0.07% | +69,339 | 新進 |
| SEI Investments Co | 70,874 | $53.9 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 74,500 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 78,347 | $59.6 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 84,116 | $64.0 萬 | 0.00% | −320.0% | 減碼 |
| Northern Trust Corp | 86,229 | $65.6 萬 | 0.00% | +430+0.5% | 加碼 |
| CTC Capital Management, LLC | 91,600 | $69.7 萬 | 1.46% | +91,600 | 新進 |
| Optimas Capital Ltd | 94,100 | $71.6 萬 | 0.60% | −24,400−20.6% | 減碼 |
| Long Corridor Asset Management Ltd | 100,000 | $76.1 萬 | 0.91% | −650,000−86.7% | 減碼 |
| Franklin Resources Inc | 112,986 | $86.0 萬 | 0.00% | −3,433−2.9% | 減碼 |
| Point72 Middle East FZE | 118,634 | $90.3 萬 | 0.05% | +118,634 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 124,077 | $94.4 萬 | 0.00% | −15,577−11.2% | 減碼 |
| Laurion Capital Management LP | 133,048 | $101.2 萬 | 0.05% | +133,048 | 新進 |
| Point72 Asset Management, L.P. | 135,028 | $102.8 萬 | 0.00% | +135,028 | 新進 |
| UBS Asset Management Americas Inc | 141,400 | $107.6 萬 | 0.00% | +68,300+93.4% | 加碼 |
| Parametrica Management Ltd | 141,513 | $107.7 萬 | 1.94% | −15,226−9.7% | 減碼 |
| Aperture Investors, LLC | 163,054 | $124.1 萬 | 0.17% | +45,811+39.1% | 加碼 |
| Platinum Investment Management Ltd | 199,091 | $151.5 萬 | 0.05% | 00.0% | 不變 |
| Hao Advisors Management Ltd | 200,000 | $152.2 萬 | 0.53% | +200,000 | 新進 |
| Renaissance Capital LLC | 209,891 | $159.7 萬 | 1.18% | −25,550−10.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 220,624 | $167.9 萬 | 0.19% | +220,624 | 新進 |
| Rock Creek Group, LP | 233,805 | $177.9 萬 | 0.23% | −136,195−36.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 240,230 | $182.8 萬 | 0.62% | +172,130+252.8% | 加碼 |
| HRT Financial LP | 276,577 | $210.4 萬 | 0.03% | −94,066−25.4% | 減碼 |
| Squarepoint Ops LLC | 282,991 | $215.4 萬 | 0.02% | +109,057+62.7% | 加碼 |
| Collaborative Holdings Management LP | 353,800 | $269.2 萬 | 10.52% | +97,800+38.2% | 加碼 |
| Barclays PLC | 398,168 | $303.0 萬 | 0.00% | −2,182,146−84.6% | 減碼 |
| Credit Suisse AG | 431,438 | $328.3 萬 | 0.00% | +431,438 | 新進 |
| Octahedron Capital Management L.P. | 465,000 | $353.9 萬 | 7.58% | +278,700+149.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 479,605 | $365.0 萬 | 0.01% | −1,445,556−75.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 499,200 | $379.9 萬 | 0.02% | −435,500−46.6% | 減碼 |
| LMR Partners LLP | 502,257 | $382.2 萬 | 0.08% | +185,620+58.6% | 加碼 |
| Old Mission Capital LLC | 504,419 | $383.9 萬 | 0.12% | +255,205+102.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 525,529 | $399.4 萬 | 0.88% | +41,973+8.7% | 加碼 |
| UBS Group AG | 543,135 | $413.3 萬 | 0.00% | −95,922−15.0% | 減碼 |
| Parkwood LLC | 543,421 | $413.5 萬 | 0.77% | 00.0% | 不變 |
| Penserra Capital Management LLC | 553,525 | $421.2 萬 | 0.09% | −1,559−0.3% | 減碼 |
| Twenty Acre Capital LP | 575,400 | $437.9 萬 | 5.00% | +114,000+24.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 620,142 | $471.9 萬 | 0.04% | +418,344+207.3% | 加碼 |
| MIC Capital Management UK LLP | 630,697 | $480.0 萬 | 0.92% | 00.0% | 不變 |
| Nomura Holdings Inc | 632,533 | $481.4 萬 | 0.05% | +219,257+53.1% | 加碼 |
| Citadel Advisors LLC | 638,104 | $485.6 萬 | 0.01% | +530,235+491.6% | 加碼 |
| GAM Holding AG | 656,973 | $500.0 萬 | 0.35% | +656,973 | 新進 |
| IvyRock Asset Management (HK) Ltd | 663,000 | $504.5 萬 | 2.58% | +663,000 | 新進 |
| Thunderbird Partners LLP | 690,343 | $525.4 萬 | 1.32% | +24,347+3.7% | 加碼 |
| Millennium Management LLC | 690,443 | $525.4 萬 | 0.01% | +614,994+815.1% | 加碼 |
| Marshall Wace, LLP | 741,104 | $564.0 萬 | 0.01% | +613,046+478.7% | 加碼 |
| Capital Fund Management S.A. | 827,733 | $629.9 萬 | 0.12% | +342,910+70.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 832,262 | $633.4 萬 | 0.06% | +644,485+343.2% | 加碼 |
| Charles Schwab Investment Management Inc | 868,510 | $660.9 萬 | 0.00% | −21,994−2.5% | 減碼 |
| Russell Investments Group, Ltd. | 938,166 | $713.9 萬 | 0.01% | −489,190−34.3% | 減碼 |
| HarbourVest Partners LLC | 957,580 | $728.7 萬 | 2.45% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 999,751 | $760.8 萬 | 0.81% | −60,000−5.7% | 減碼 |
| BlackRock Inc. | 1,017,718 | $774.5 萬 | 0.00% | −11,469,302−91.8% | 減碼 |
| Price T Rowe Associates Inc | 1,046,489 | $796.4 萬 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 1,070,100 | $814.3 萬 | 0.01% | −281,800−20.8% | 減碼 |
| TB Alternative Assets Ltd. | 1,145,100 | $871.4 萬 | 2.15% | +1,145,100 | 新進 |
| California Public Employees Retirement System | 1,173,242 | $892.8 萬 | 0.01% | −206,964−15.0% | 減碼 |
| Highlander Partners, L.P. | 1,592,800 | $1,212 萬 | 16.40% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 1,662,128 | $1,265 萬 | 0.03% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,833,975 | $1,396 萬 | 0.02% | −38,200−2.0% | 減碼 |
| Hidden Lake Asset Management LP | 1,850,390 | $1,408 萬 | 11.91% | +1,850,390 | 新進 |
| Goldman Sachs Group Inc | 1,896,097 | $1,443 萬 | 0.00% | −790,308−29.4% | 減碼 |
| HSBC Holdings PLC | 2,127,835 | $1,613 萬 | 0.02% | −200,303−8.6% | 減碼 |
| Hel Ved Capital Management Ltd | 2,150,700 | $1,637 萬 | 8.73% | +1,740,700+424.6% | 加碼 |
| Jane Street Group, LLC | 2,158,307 | $1,642 萬 | 0.03% | −1,055,642−32.8% | 減碼 |
| RWC Asset Management LLP | 2,228,330 | $1,696 萬 | 0.52% | −1,959,365−46.8% | 減碼 |