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 2 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2023/6/30 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
- 118
- 較 2023 年第 1 季 −14 家
- 持有股數
- 4.39 億
- 較 2023 年第 1 季 −2,360 萬 (−5.1%)
- 總市值
- $27.3 億
- 較 2023 年第 1 季 −$7.61 億 (−21.8%)
- 新進機構
- 15
- 另有 38 家加碼
- 清倉機構
- 29
- 另有 43 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Farallon Capital Management, L.L.C. | 45,858,238 | $2.85 億 | 1.70% | +2,053,000+4.7% | 加碼 |
| All-Stars Investment Ltd | 35,458,058 | $2.21 億 | 94.54% | −8,673,039−19.7% | 減碼 |
| SC US (TTGP), Ltd. | 32,209,496 | $2.00 億 | 1.89% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 31,236,506 | $1.94 億 | 10.24% | +1,298,589+4.3% | 加碼 |
| SC China Holding Ltd | 27,681,263 | $1.72 億 | 19.69% | 00.0% | 不變 |
| Vanguard Group Inc | 24,970,246 | $1.55 億 | 0.00% | +1,317,441+5.6% | 加碼 |
| Alkeon Capital Management LLC | 21,586,290 | $1.34 億 | 0.80% | +1,914,884+9.7% | 加碼 |
| Invesco Ltd. | 18,396,172 | $1.14 億 | 0.03% | +18,396,172 | 新進 |
| SB Investment Advisers (UK) Ltd | 17,093,458 | $1.06 億 | 0.81% | −147,982−0.9% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $1.01 億 | 10.92% | 00.0% | 不變 |
| FIL Ltd | 15,796,082 | $9,825 萬 | 0.11% | +1,845,312+13.2% | 加碼 |
| Baillie Gifford & Co | 15,777,298 | $9,813 萬 | 0.08% | −44,461−0.3% | 減碼 |
| Janus Henderson Group PLC | 11,366,441 | $7,069 萬 | 0.04% | −533,970−4.5% | 減碼 |
| Bamco Inc | 10,920,173 | $6,792 萬 | 0.19% | +646,447+6.3% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 9,897,464 | $6,156 萬 | 2.98% | +2,583,121+35.3% | 加碼 |
| Bank of America Corp | 8,746,142 | $5,440 萬 | 0.01% | −7,272,402−45.4% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 8,659,084 | $5,386 萬 | 10.22% | +1,113,441+14.8% | 加碼 |
| Norges Bank | 7,440,676 | $4,628 萬 | 0.01% | +707,964+10.5% | 加碼 |
| Matthews International Capital Management LLC | 6,490,404 | $4,037 萬 | 4.73% | +1,303,158+25.1% | 加碼 |
| E Fund Management Co., Ltd. | 5,462,564 | $3,398 萬 | 2.69% | −214,665−3.8% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 5,226,419 | $3,251 萬 | 0.69% | −367,581−6.6% | 減碼 |
| Carmignac Gestion | 4,727,051 | $2,940 萬 | 0.51% | −513,674−9.8% | 減碼 |
| Blue Creek Capital Management Ltd | 4,075,000 | $2,535 萬 | 20.89% | −112,000−2.7% | 減碼 |
| Ameriprise Financial Inc | 3,644,045 | $2,267 萬 | 0.01% | −212,187−5.5% | 減碼 |
| JPMorgan Chase & Co | 3,436,169 | $2,137 萬 | 0.00% | −6,143,125−64.1% | 減碼 |
| State Street Corp | 2,970,022 | $1,847 萬 | 0.00% | +343,964+13.1% | 加碼 |
| Pinpoint Asset Management Ltd | 2,757,147 | $1,751 萬 | 0.02% | −3,492,185−55.9% | 減碼 |
| Softbank Group Corp | 2,426,979 | $1,510 萬 | 0.17% | 00.0% | 不變 |
| Hel Ved Capital Management Ltd | 2,368,700 | $1,473 萬 | 6.46% | +218,000+10.1% | 加碼 |
| Legal & General Group Plc | 2,317,559 | $1,442 萬 | 0.00% | −214,352−8.5% | 減碼 |
| HSBC Holdings PLC | 2,131,310 | $1,314 萬 | 0.01% | +3,475+0.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,901,664 | $1,183 萬 | 0.03% | +239,536+14.4% | 加碼 |
| Macquarie Group Ltd | 1,833,975 | $1,141 萬 | 0.01% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,538,465 | $956.9 萬 | 0.00% | −357,632−18.9% | 減碼 |
| Jane Street Group, LLC | 1,405,660 | $874.3 萬 | 0.01% | −752,647−34.9% | 減碼 |
| Van Eck Associates Corp | 1,359,914 | $845.9 萬 | 0.02% | +1,359,149+177,666.5% | 加碼 |
| Morgan Stanley | 1,352,157 | $841.0 萬 | 0.00% | −1,803,527−57.2% | 減碼 |
| Highlander Partners, L.P. | 1,338,237 | $832.4 萬 | 9.36% | −254,563−16.0% | 減碼 |
| California Public Employees Retirement System | 1,166,206 | $725.4 萬 | 0.01% | −7,036−0.6% | 減碼 |
| BlackRock Inc. | 1,048,295 | $652.0 萬 | 0.00% | +30,577+3.0% | 加碼 |
| Price T Rowe Associates Inc | 1,046,489 | $651.0 萬 | 0.00% | 00.0% | 不變 |
| TB Alternative Assets Ltd. | 1,004,500 | $624.8 萬 | 1.55% | −140,600−12.3% | 減碼 |
| HarbourVest Partners LLC | 957,580 | $595.6 萬 | 1.69% | 00.0% | 不變 |
| Capital Fund Management S.A. | 910,602 | $566.4 萬 | 0.09% | +82,869+10.0% | 加碼 |
| Charles Schwab Investment Management Inc | 905,038 | $562.9 萬 | 0.00% | +36,528+4.2% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 883,000 | $549.2 萬 | 3.19% | +220,000+33.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 829,780 | $516.1 萬 | 0.04% | −2,482−0.3% | 減碼 |
| Quinn Opportunity Partners LLC | 803,773 | $499.9 萬 | 0.69% | −195,978−19.6% | 減碼 |
| Twenty Acre Capital LP | 733,400 | $456.2 萬 | 4.88% | +158,000+27.5% | 加碼 |
| Marshall Wace, LLP | 709,500 | $441.3 萬 | 0.01% | −31,604−4.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 703,984 | $437.9 萬 | 0.01% | +224,379+46.8% | 加碼 |
| Hidden Lake Asset Management LP | 665,918 | $414.2 萬 | 6.02% | −1,184,472−64.0% | 減碼 |
| MIC Capital Management UK LLP | 630,697 | $392.3 萬 | 0.80% | 00.0% | 不變 |
| GAM Holding AG | 623,563 | $387.9 萬 | 0.27% | −33,410−5.1% | 減碼 |
| Octahedron Capital Management L.P. | 618,600 | $384.8 萬 | 6.64% | +153,600+33.0% | 加碼 |
| Parkwood LLC | 543,421 | $338.0 萬 | 0.62% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 522,488 | $324.5 萬 | 0.65% | −3,041−0.6% | 減碼 |
| LMR Partners LLP | 502,257 | $312.4 萬 | 0.07% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 471,048 | $293.0 萬 | 0.03% | −149,094−24.0% | 減碼 |
| Penserra Capital Management LLC | 454,044 | $282.4 萬 | 0.06% | −99,481−18.0% | 減碼 |
| AnglePoint Asset Management Ltd | 398,981 | $248.2 萬 | 2.51% | +398,981 | 新進 |
| Twinbeech Capital LP | 282,608 | $175.8 萬 | 0.03% | +282,608 | 新進 |
| Renaissance Capital LLC | 263,923 | $164.2 萬 | 0.93% | +54,032+25.7% | 加碼 |
| Nomura Holdings Inc | 208,349 | $129.6 萬 | 0.01% | −424,184−67.1% | 減碼 |
| Parametrica Management Ltd | 202,698 | $126.1 萬 | 2.43% | +61,185+43.2% | 加碼 |
| Platinum Investment Management Ltd | 199,091 | $123.8 萬 | 0.04% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 141,400 | $107.6 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 163,310 | $101.5 萬 | 0.01% | −113,267−41.0% | 減碼 |
| China Universal Asset Management Co., Ltd. | 162,830 | $101.3 萬 | 0.31% | −77,400−32.2% | 減碼 |
| Susquehanna International Group, LLP | 141,244 | $87.9 萬 | 0.00% | +96,836+218.1% | 加碼 |
| UBS Group AG | 123,569 | $76.9 萬 | 0.00% | −419,566−77.2% | 減碼 |
| Franklin Resources Inc | 114,801 | $71.4 萬 | 0.00% | +1,815+1.6% | 加碼 |
| Old Mission Capital LLC | 105,256 | $65.5 萬 | 0.02% | −399,163−79.1% | 減碼 |
| Barclays PLC | 100,000 | $62.2 萬 | 0.00% | −298,168−74.9% | 減碼 |
| Geode Capital Management, LLC | 92,377 | $57.5 萬 | 0.00% | +92,377 | 新進 |
| Rock Creek Group, LP | 90,000 | $56.0 萬 | 0.08% | −143,805−61.5% | 減碼 |
| Handelsbanken Fonder AB | 88,700 | $55.2 萬 | 0.00% | +14,200+19.1% | 加碼 |
| Northern Trust Corp | 86,229 | $53.6 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 83,058 | $51.7 萬 | 0.00% | +4,711+6.0% | 加碼 |
| SEI Investments Co | 70,874 | $44.1 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 66,513 | $41.4 萬 | 0.00% | −571,591−89.6% | 減碼 |
| ExodusPoint Capital Management, LP | 57,320 | $35.7 萬 | 0.00% | −2,860,033−98.0% | 減碼 |
| Lake Street Advisors Group, LLC | 56,972 | $35.4 萬 | 0.02% | 00.0% | 不變 |
| Engineers Gate Manager LP | 49,589 | $30.8 萬 | 0.01% | +49,589 | 新進 |
| Profund Advisors LLC | 49,048 | $30.5 萬 | 0.02% | −4,131−7.8% | 減碼 |
| Headlands Technologies LLC | 45,404 | $28.2 萬 | 0.09% | +45,404 | 新進 |
| Deutsche Bank AG | 44,322 | $27.6 萬 | 0.00% | −39,794−47.3% | 減碼 |
| Mirabella Financial Services LLP | 43,500 | $27.1 萬 | 0.03% | +43,500 | 新進 |
| Aubrey Capital Management Ltd | 43,000 | $26.7 萬 | 0.18% | +18,000+72.0% | 加碼 |
| Ieq Capital, LLC | 37,561 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 36,680 | $22.8 萬 | 0.00% | +36,680 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 35,059 | $21.8 萬 | 0.00% | −89,018−71.7% | 減碼 |
| Gsa Capital Partners LLP | 31,549 | $19.6 萬 | 0.02% | +16,335+107.4% | 加碼 |
| Standard Life Aberdeen plc | 30,894 | $19.2 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 29,619 | $18.4 萬 | 0.05% | 00.0% | 不變 |
| XTX Topco Ltd | 26,400 | $16.4 萬 | 0.03% | +26,400 | 新進 |
| DRW Securities, LLC | 24,367 | $15.2 萬 | 0.01% | +7,312+42.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 23,256 | $14.5 萬 | 0.00% | −1,654−6.6% | 減碼 |
| JustInvest LLC | 21,453 | $13.3 萬 | 0.00% | +2,598+13.8% | 加碼 |
| Axq Capital, LP | 19,600 | $12.2 萬 | 0.15% | +19,600 | 新進 |