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 4 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2023/12/31 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
- 149
- 較 2023 年第 3 季 +28 家
- 持有股數
- 4.65 億
- 較 2023 年第 3 季 +2,483 萬 (+5.6%)
- 總市值
- $32.5 億
- 較 2023 年第 3 季 +$1.52 億 (+4.9%)
- 新進機構
- 38
- 另有 43 家加碼
- 清倉機構
- 10
- 另有 48 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 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 2023 年第 3 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 | $2.68 億 | 1.67% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 32,717,980 | $2.29 億 | 9.56% | −2,867,326−8.1% | 減碼 |
| SC US (TTGP), Ltd. | 32,209,496 | $2.26 億 | 1.86% | 00.0% | 不變 |
| All-Stars Investment Ltd | 31,423,343 | $2.20 億 | 89.09% | −4,034,716−11.4% | 減碼 |
| Invesco Ltd. | 28,220,947 | $1.98 億 | 0.05% | +3,767,774+15.4% | 加碼 |
| SC China Holding Ltd | 27,681,263 | $1.85 億 | 21.30% | 00.0% | 不變 |
| Vanguard Group Inc | 25,527,565 | $1.79 億 | 0.00% | +163,328+0.6% | 加碼 |
| Alkeon Capital Management LLC | 22,304,750 | $1.56 億 | 1.03% | +218,460+1.0% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $1.14 億 | 15.47% | 00.0% | 不變 |
| Baillie Gifford & Co | 15,678,434 | $1.10 億 | 0.09% | −56,172−0.4% | 減碼 |
| SB Investment Advisers (UK) Ltd | 12,594,110 | $8,828 萬 | 0.79% | +3,842,473+43.9% | 加碼 |
| FIL Ltd | 12,525,090 | $8,780 萬 | 0.09% | +572,561+4.8% | 加碼 |
| Mubadala Investment Co PJSC | 11,513,434 | $8,071 萬 | 0.27% | +11,513,434 | 新進 |
| Janus Henderson Group PLC | 11,489,202 | $8,053 萬 | 0.05% | +366,703+3.3% | 加碼 |
| Bamco Inc | 10,580,566 | $7,417 萬 | 0.20% | −320,967−2.9% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 9,897,464 | $6,938 萬 | 2.48% | 00.0% | 不變 |
| Norges Bank | 9,263,322 | $6,494 萬 | 0.01% | −1,067,131−10.3% | 減碼 |
| Matthews International Capital Management LLC | 8,970,883 | $6,289 萬 | 8.83% | −148,646−1.6% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 8,644,810 | $6,060 萬 | 12.64% | −1,355,190−13.6% | 減碼 |
| Pinpoint Asset Management Ltd | 7,878,922 | $5,523 萬 | 12.22% | +505,717+6.9% | 加碼 |
| JPMorgan Chase & Co | 5,754,308 | $4,034 萬 | 0.00% | +863,975+17.7% | 加碼 |
| Indus Capital Partners, LLC | 5,618,888 | $3,939 萬 | 26.11% | +5,618,888 | 新進 |
| E Fund Management Co., Ltd. | 5,448,282 | $3,819 萬 | 2.42% | −14,282−0.3% | 減碼 |
| Carmignac Gestion | 3,912,495 | $2,742 萬 | 0.46% | −775,876−16.5% | 減碼 |
| Blue Creek Capital Management Ltd | 3,789,541 | $2,656 萬 | 19.10% | −181,446−4.6% | 減碼 |
| Morgan Stanley | 3,727,076 | $2,613 萬 | 0.00% | +1,305,865+53.9% | 加碼 |
| Ameriprise Financial Inc | 3,309,892 | $2,320 萬 | 0.01% | −579,338−14.9% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 3,143,100 | $2,203 萬 | 10.98% | 00.0% | 不變 |
| Kaizen Capital Partners Ltd | 3,081,335 | $2,160 萬 | 32.89% | +3,081,335 | 新進 |
| Yunqi Capital Ltd | 2,805,300 | $1,967 萬 | 13.80% | +2,805,300 | 新進 |
| Barclays PLC | 2,657,580 | $1,863 萬 | 0.01% | +2,397,628+922.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,296,695 | $1,610 萬 | 0.04% | +570,000+33.0% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,252,542 | $1,579 萬 | 0.32% | −1,281,390−36.3% | 減碼 |
| State Street Corp | 2,227,030 | $1,561 萬 | 0.00% | +152,862+7.4% | 加碼 |
| Citadel Advisors LLC | 2,080,645 | $1,459 萬 | 0.01% | +2,038,386+4,823.6% | 加碼 |
| HSBC Holdings PLC | 2,045,267 | $1,431 萬 | 0.01% | −14,528−0.7% | 減碼 |
| Canada Pension Plan Investment Board | 1,900,900 | $1,333 萬 | 0.02% | +955,500+101.1% | 加碼 |
| Goldman Sachs Group Inc | 1,774,261 | $1,244 萬 | 0.00% | +258,561+17.1% | 加碼 |
| Softbank Group Corp | 1,722,090 | $1,207 萬 | 0.07% | +20,256+1.2% | 加碼 |
| Hel Ved Capital Management Ltd | 1,618,426 | $1,135 萬 | 3.36% | −573,433−26.2% | 減碼 |
| Perpetual Ltd | 1,605,663 | $1,126 萬 | 0.12% | +1,605,663 | 新進 |
| Van Eck Associates Corp | 1,546,136 | $1,084 萬 | 0.02% | +281,236+22.2% | 加碼 |
| Jane Street Group, LLC | 1,394,426 | $977.5 萬 | 0.01% | +1,319,397+1,758.5% | 加碼 |
| Highlander Partners, L.P. | 1,338,237 | $938.1 萬 | 7.50% | 00.0% | 不變 |
| Legal & General Group Plc | 1,242,072 | $870.7 萬 | 0.00% | −83,228−6.3% | 減碼 |
| GAM Holding AG | 1,240,106 | $869.3 萬 | 0.65% | +615,758+98.6% | 加碼 |
| California Public Employees Retirement System | 1,169,544 | $819.9 萬 | 0.01% | −30,301−2.5% | 減碼 |
| Price T Rowe Associates Inc | 1,046,489 | $733.6 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 1,024,587 | $718.2 萬 | 0.00% | +1,024,587 | 新進 |
| Millennium Management LLC | 1,021,669 | $716.2 萬 | 0.01% | −923,445−47.5% | 減碼 |
| HarbourVest Partners LLC | 957,580 | $671.3 萬 | 2.25% | 00.0% | 不變 |
| Twenty Acre Capital LP | 929,300 | $651.4 萬 | 6.20% | +55,100+6.3% | 加碼 |
| Old Mission Capital LLC | 889,749 | $623.7 萬 | 0.17% | +889,749 | 新進 |
| BlackRock Inc. | 866,261 | $607.2 萬 | 0.00% | −59,363−6.4% | 減碼 |
| Charles Schwab Investment Management Inc | 850,413 | $596.1 萬 | 0.00% | −44,185−4.9% | 減碼 |
| TB Alternative Assets Ltd. | 830,500 | $582.2 萬 | 1.55% | −172,200−17.2% | 減碼 |
| Federated Hermes, Inc. | 752,460 | $527.5 萬 | 0.01% | −36,167−4.6% | 減碼 |
| MIC Capital Management UK LLP | 630,697 | $442.1 萬 | 0.86% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 629,396 | $440.6 萬 | 0.69% | −116,640−15.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 625,240 | $438.3 萬 | 0.04% | −2,334,146−78.9% | 減碼 |
| Parkwood LLC | 543,421 | $380.9 萬 | 0.61% | 00.0% | 不變 |
| Octahedron Capital Management L.P. | 520,300 | $364.7 萬 | 4.82% | 00.0% | 不變 |
| Westpac Banking Corp | 520,277 | $364.7 萬 | 0.30% | +520,277 | 新進 |
| Renaissance Capital LLC | 427,839 | $299.9 萬 | 1.47% | +89,305+26.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 423,900 | $297.2 萬 | 0.01% | −1,239,200−74.5% | 減碼 |
| Susquehanna International Group, LLP | 418,508 | $293.4 萬 | 0.00% | +296,166+242.1% | 加碼 |
| UBS Group AG | 406,469 | $284.9 萬 | 0.00% | +355,959+704.7% | 加碼 |
| Penserra Capital Management LLC | 387,031 | $271.3 萬 | 0.05% | −35,292−8.4% | 減碼 |
| Voloridge Investment Management, LLC | 368,161 | $258.1 萬 | 0.01% | +221,953+151.8% | 加碼 |
| Point72 Asset Management, L.P. | 364,500 | $255.5 萬 | 0.01% | −142,300−28.1% | 減碼 |
| Quinn Opportunity Partners LLC | 356,165 | $249.7 萬 | 0.29% | −447,608−55.7% | 減碼 |
| Parametrica Management Ltd | 355,280 | $249.1 萬 | 4.09% | +70,599+24.8% | 加碼 |
| Macquarie Group Ltd | 333,975 | $234.1 萬 | 0.00% | −1,500,000−81.8% | 減碼 |
| Twinbeech Capital LP | 293,245 | $205.6 萬 | 0.03% | +293,245 | 新進 |
| Ramirez Asset Management, Inc. | 286,509 | $200.8 萬 | 0.41% | +72,969+34.2% | 加碼 |
| ABS Direct Equity Fund LLC | 264,200 | $185.2 萬 | 1.74% | +264,200 | 新進 |
| Qube Research & Technologies Ltd | 238,663 | $167.3 萬 | 0.00% | +238,663 | 新進 |
| Citigroup Inc | 235,978 | $165.4 萬 | 0.00% | +221,790+1,563.2% | 加碼 |
| Alps Advisors Inc | 192,972 | $135.3 萬 | 0.01% | −27,792−12.6% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 183,688 | $128.8 萬 | 0.17% | −15,116−7.6% | 減碼 |
| Polymer Capital Management (HK) LTD | 170,900 | $119.8 萬 | 0.42% | +170,900 | 新進 |
| Quaero Capital S.A. | 157,965 | $110.7 萬 | 1.15% | +157,965 | 新進 |
| Schroder Investment Management Group | 139,795 | $98.0 萬 | 0.00% | −51,182−26.8% | 減碼 |
| Profund Advisors LLC | 128,330 | $90.0 萬 | 0.04% | +80,010+165.6% | 加碼 |
| UBS Asset Management Americas Inc | 124,200 | $87.1 萬 | 0.00% | −12,200−8.9% | 減碼 |
| Franklin Resources Inc | 115,190 | $80.7 萬 | 0.00% | −7,724−6.3% | 減碼 |
| Northern Trust Corp | 111,186 | $77.9 萬 | 0.00% | +25,172+29.3% | 加碼 |
| Geode Capital Management, LLC | 108,827 | $76.3 萬 | 0.00% | +11,017+11.3% | 加碼 |
| Bank of America Corp | 100,371 | $70.4 萬 | 0.00% | −426,283−80.9% | 減碼 |
| Rock Creek Group, LP | 120,000 | $63.4 萬 | 0.09% | +30,000+33.3% | 加碼 |
| Bank of New York Mellon Corp | 87,503 | $61.3 萬 | 0.00% | +1,659+1.9% | 加碼 |
| Nomura Holdings Inc | 86,340 | $60.5 萬 | 0.01% | −323,300−78.9% | 減碼 |
| Jump Financial, LLC | 81,000 | $56.8 萬 | 0.02% | +81,000 | 新進 |
| Handelsbanken Fonder AB | 75,100 | $52.6 萬 | 0.00% | −13,600−15.3% | 減碼 |
| SEI Investments Co | 70,874 | $49.7 萬 | 0.00% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 66,772 | $46.8 萬 | 0.03% | −162,328−70.9% | 減碼 |
| Seaport Global Advisors, LLC | 61,843 | $43.4 萬 | 1.04% | +61,843 | 新進 |
| Engineers Gate Manager LP | 61,119 | $42.8 萬 | 0.01% | +61,119 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 57,451 | $40.3 萬 | 0.00% | +39,302+216.6% | 加碼 |
| Capital Fund Management S.A. | 46,901 | $32.9 萬 | 0.00% | −261,080−84.8% | 減碼 |