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 3 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2023/9/30 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
- 121
- 較 2023 年第 2 季 +3 家
- 持有股數
- 4.40 億
- 較 2023 年第 2 季 +160.3 萬 (+0.4%)
- 總市值
- $31.0 億
- 較 2023 年第 2 季 +$3.71 億 (+13.6%)
- 新進機構
- 25
- 另有 34 家加碼
- 清倉機構
- 22
- 另有 41 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 |
2023 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 2023 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. | 38,190,495 | $2.69 億 | 1.52% | −7,667,743−16.7% | 減碼 |
| Krane Funds Advisors LLC | 35,585,306 | $2.51 億 | 10.28% | +4,348,800+13.9% | 加碼 |
| All-Stars Investment Ltd | 35,458,059 | $2.50 億 | 93.10% | +10.0% | 加碼 |
| SC US (TTGP), Ltd. | 32,209,496 | $2.27 億 | 2.09% | 00.0% | 不變 |
| SC China Holding Ltd | 27,681,263 | $1.95 億 | 20.90% | 00.0% | 不變 |
| Vanguard Group Inc | 25,364,237 | $1.79 億 | 0.00% | +393,991+1.6% | 加碼 |
| Invesco Ltd. | 24,453,173 | $1.72 億 | 0.05% | +6,057,001+32.9% | 加碼 |
| Alkeon Capital Management LLC | 22,086,290 | $1.55 億 | 0.98% | +500,000+2.3% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $1.14 億 | 13.82% | 00.0% | 不變 |
| Baillie Gifford & Co | 15,734,606 | $1.11 億 | 0.10% | −42,692−0.3% | 減碼 |
| FIL Ltd | 11,952,529 | $8,415 萬 | 0.10% | −3,843,553−24.3% | 減碼 |
| Janus Henderson Group PLC | 11,122,499 | $7,829 萬 | 0.05% | −243,942−2.1% | 減碼 |
| Bamco Inc | 10,901,533 | $7,675 萬 | 0.22% | −18,640−0.2% | 減碼 |
| Norges Bank | 10,330,453 | $7,273 萬 | 0.01% | +2,889,777+38.8% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 10,000,000 | $7,040 萬 | 18.25% | +1,340,916+15.5% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 9,897,464 | $6,968 萬 | 2.73% | 00.0% | 不變 |
| Matthews International Capital Management LLC | 9,119,529 | $6,420 萬 | 7.77% | +2,629,125+40.5% | 加碼 |
| SB Investment Advisers (UK) Ltd | 8,751,637 | $6,161 萬 | 0.51% | −8,341,821−48.8% | 減碼 |
| Pinpoint Asset Management Ltd | 7,373,205 | $5,191 萬 | 12.15% | +4,616,058+167.4% | 加碼 |
| E Fund Management Co., Ltd. | 5,462,564 | $3,846 萬 | 2.93% | 00.0% | 不變 |
| JPMorgan Chase & Co | 4,890,333 | $3,443 萬 | 0.00% | +1,454,164+42.3% | 加碼 |
| Carmignac Gestion | 4,688,371 | $3,294 萬 | 0.61% | −38,680−0.8% | 減碼 |
| Blue Creek Capital Management Ltd | 3,970,987 | $2,796 萬 | 21.74% | −104,013−2.6% | 減碼 |
| Ameriprise Financial Inc | 3,889,230 | $2,738 萬 | 0.01% | +245,185+6.7% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,533,932 | $2,488 萬 | 0.56% | −1,692,487−32.4% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 3,143,100 | $2,213 萬 | 11.55% | +2,260,100+256.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 2,959,386 | $2,083 萬 | 0.19% | +2,129,606+256.6% | 加碼 |
| Morgan Stanley | 2,421,211 | $1,705 萬 | 0.00% | +1,069,054+79.1% | 加碼 |
| Hel Ved Capital Management Ltd | 2,191,859 | $1,543 萬 | 5.15% | −176,841−7.5% | 減碼 |
| State Street Corp | 2,074,168 | $1,460 萬 | 0.00% | −895,854−30.2% | 減碼 |
| HSBC Holdings PLC | 2,059,795 | $1,452 萬 | 0.02% | −71,515−3.4% | 減碼 |
| Millennium Management LLC | 1,945,114 | $1,369 萬 | 0.01% | +1,945,114 | 新進 |
| Macquarie Group Ltd | 1,833,975 | $1,291 萬 | 0.02% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 1,726,695 | $1,216 萬 | 0.03% | −174,969−9.2% | 減碼 |
| Softbank Group Corp | 1,701,834 | $1,198 萬 | 0.13% | −725,145−29.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,663,100 | $1,171 萬 | 0.05% | +1,663,100 | 新進 |
| Goldman Sachs Group Inc | 1,515,700 | $1,067 萬 | 0.00% | −22,765−1.5% | 減碼 |
| Highlander Partners, L.P. | 1,338,237 | $942.1 萬 | 9.30% | 00.0% | 不變 |
| Legal & General Group Plc | 1,325,300 | $932.9 萬 | 0.00% | −992,259−42.8% | 減碼 |
| Van Eck Associates Corp | 1,264,900 | $890.5 萬 | 0.02% | −95,014−7.0% | 減碼 |
| California Public Employees Retirement System | 1,199,845 | $844.7 萬 | 0.01% | +33,639+2.9% | 加碼 |
| Price T Rowe Associates Inc | 1,046,489 | $736.8 萬 | 0.00% | 00.0% | 不變 |
| TB Alternative Assets Ltd. | 1,002,700 | $705.9 萬 | 1.92% | −1,800−0.2% | 減碼 |
| Compagnie Lombard Odier SCmA | 1,002,070 | $705.5 萬 | 0.16% | +1,002,070 | 新進 |
| HarbourVest Partners LLC | 957,580 | $674.1 萬 | 2.29% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 945,400 | $665.6 萬 | 0.01% | +945,400 | 新進 |
| BlackRock Inc. | 925,624 | $651.6 萬 | 0.00% | −122,671−11.7% | 減碼 |
| Charles Schwab Investment Management Inc | 894,598 | $629.8 萬 | 0.00% | −10,440−1.2% | 減碼 |
| Balyasny Asset Management LLC | 875,873 | $616.6 萬 | 0.02% | +875,873 | 新進 |
| Twenty Acre Capital LP | 874,200 | $615.4 萬 | 6.69% | +140,800+19.2% | 加碼 |
| Quinn Opportunity Partners LLC | 803,773 | $565.9 萬 | 0.75% | 00.0% | 不變 |
| Federated Hermes, Inc. | 788,627 | $555.2 萬 | 0.01% | +788,627 | 新進 |
| Harvest Fund Management Co., Ltd | 746,036 | $524.5 萬 | 0.92% | +223,548+42.8% | 加碼 |
| Franchise Capital Ltd | 654,497 | $460.8 萬 | 1.65% | +654,497 | 新進 |
| MIC Capital Management UK LLP | 630,697 | $444.0 萬 | 1.01% | 00.0% | 不變 |
| GAM Holding AG | 624,348 | $439.5 萬 | 0.32% | +785+0.1% | 加碼 |
| Parkwood LLC | 543,421 | $382.6 萬 | 0.70% | 00.0% | 不變 |
| Bank of America Corp | 526,654 | $370.8 萬 | 0.00% | −8,219,488−94.0% | 減碼 |
| Octahedron Capital Management L.P. | 520,300 | $366.3 萬 | 5.05% | −98,300−15.9% | 減碼 |
| Point72 Asset Management, L.P. | 506,800 | $356.8 萬 | 0.01% | +506,800 | 新進 |
| Carrhae Capital LLP | 452,140 | $318.3 萬 | 1.09% | +452,140 | 新進 |
| Penserra Capital Management LLC | 422,323 | $297.3 萬 | 0.06% | −31,721−7.0% | 減碼 |
| Nomura Holdings Inc | 409,640 | $288.4 萬 | 0.03% | +201,291+96.6% | 加碼 |
| Trexquant Investment LP | 407,026 | $286.5 萬 | 0.07% | +407,026 | 新進 |
| Renaissance Capital LLC | 338,534 | $238.3 萬 | 1.27% | +74,611+28.3% | 加碼 |
| Capital Fund Management S.A. | 307,981 | $216.8 萬 | 0.03% | −602,621−66.2% | 減碼 |
| Boulder Hill Capital Management LP | 295,971 | $208.4 萬 | 1.29% | +295,971 | 新進 |
| Parametrica Management Ltd | 284,681 | $200.4 萬 | 3.37% | +81,983+40.4% | 加碼 |
| Barclays PLC | 259,952 | $183.0 萬 | 0.00% | +159,952+160.0% | 加碼 |
| Point72 Hong Kong Ltd | 229,100 | $161.3 萬 | 0.45% | +229,100 | 新進 |
| Alps Advisors Inc | 220,764 | $155.4 萬 | 0.01% | +220,764 | 新進 |
| Ramirez Asset Management, Inc. | 213,540 | $150.3 萬 | 0.32% | +213,540 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 198,804 | $140.0 萬 | 0.23% | +198,804 | 新進 |
| Schroder Investment Management Group | 190,977 | $134.4 萬 | 0.00% | +190,977 | 新進 |
| China Universal Asset Management Co., Ltd. | 162,830 | $114.6 萬 | 0.33% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 146,208 | $102.9 萬 | 0.01% | +146,208 | 新進 |
| UBS Asset Management Americas Inc | 136,400 | $96.0 萬 | 0.00% | −5,000−3.5% | 減碼 |
| Franklin Resources Inc | 122,914 | $86.5 萬 | 0.00% | +8,113+7.1% | 加碼 |
| Susquehanna International Group, LLP | 122,342 | $86.1 萬 | 0.00% | −18,902−13.4% | 減碼 |
| Deutsche Bank AG | 109,398 | $77.0 萬 | 0.00% | +65,076+146.8% | 加碼 |
| Geode Capital Management, LLC | 97,810 | $68.9 萬 | 0.00% | +5,433+5.9% | 加碼 |
| Walleye Capital LLC | 94,724 | $66.7 萬 | 0.01% | +94,724 | 新進 |
| Rock Creek Group, LP | 90,000 | $63.4 萬 | 0.08% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 88,700 | $62.4 萬 | 0.00% | 00.0% | 不變 |
| Northern Trust Corp | 86,014 | $60.6 萬 | 0.00% | −215−0.2% | 減碼 |
| Bank of New York Mellon Corp | 85,844 | $60.4 萬 | 0.00% | +2,786+3.4% | 加碼 |
| Jane Street Group, LLC | 75,029 | $52.8 萬 | 0.00% | −1,330,631−94.7% | 減碼 |
| SEI Investments Co | 70,874 | $49.9 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 50,510 | $35.6 萬 | 0.00% | −73,059−59.1% | 減碼 |
| Banco BTG Pactual S.A. | 48,514 | $34.2 萬 | 0.14% | +48,514 | 新進 |
| Profund Advisors LLC | 48,320 | $34.0 萬 | 0.02% | −728−1.5% | 減碼 |
| Citadel Advisors LLC | 42,259 | $29.8 萬 | 0.00% | −24,254−36.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 36,976 | $26.0 萬 | 0.03% | +36,976 | 新進 |
| Aubrey Capital Management Ltd | 43,000 | $24.8 萬 | 0.14% | 00.0% | 不變 |
| Ieq Capital, LLC | 33,805 | $23.8 萬 | 0.00% | −3,756−10.0% | 減碼 |
| Standard Life Aberdeen plc | 31,275 | $22.0 萬 | 0.00% | +381+1.2% | 加碼 |
| Rhumbline Advisers | 30,305 | $21.3 萬 | 0.00% | −6,375−17.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 28,869 | $20.3 萬 | 0.00% | −675,115−95.9% | 減碼 |
| Hexagon Capital Partners LLC | 28,819 | $20.3 萬 | 0.05% | −800−2.7% | 減碼 |
| JustInvest LLC | 26,937 | $19.0 萬 | 0.01% | +5,484+25.6% | 加碼 |