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。
2024 年第 1 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2024/3/31 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
- 146
- 較 2023 年第 4 季 −2 家
- 持有股數
- 4.96 億
- 較 2023 年第 4 季 +3,418 萬 (+7.4%)
- 總市值
- $36.6 億
- 較 2023 年第 4 季 +$4.27 億 (+13.2%)
- 新進機構
- 22
- 另有 60 家加碼
- 清倉機構
- 24
- 另有 46 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SC China Holding Ltd | 46,832,855 | $3.82 億 | 35.36% | +19,151,592+69.2% | 加碼 |
| Krane Funds Advisors LLC | 33,679,990 | $2.53 億 | 10.38% | +962,010+2.9% | 加碼 |
| All-Stars Investment Ltd | 31,423,343 | $2.28 億 | 91.11% | 00.0% | 不變 |
| Invesco Ltd. | 30,257,269 | $2.20 億 | 0.05% | +2,036,322+7.2% | 加碼 |
| Farallon Capital Management, L.L.C. | 26,285,059 | $1.91 億 | 1.12% | −11,905,436−31.2% | 減碼 |
| Vanguard Group Inc | 25,698,222 | $1.87 億 | 0.00% | +170,657+0.7% | 加碼 |
| Alkeon Capital Management LLC | 23,354,750 | $1.70 億 | 0.93% | +1,050,000+4.7% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 17,595,284 | $1.28 億 | 18.08% | +1,364,600+8.4% | 加碼 |
| Mubadala Investment Co PJSC | 16,776,591 | $1.22 億 | 0.48% | +5,263,157+45.7% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 15,598,269 | $1.13 億 | 3.52% | +5,700,805+57.6% | 加碼 |
| Baillie Gifford & Co | 15,459,756 | $1.12 億 | 0.09% | −218,678−1.4% | 減碼 |
| FIL Ltd | 14,045,026 | $1.02 億 | 0.10% | +1,519,936+12.1% | 加碼 |
| Morgan Stanley | 13,725,904 | $9,979 萬 | 0.01% | +9,998,828+268.3% | 加碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $9,493 萬 | 0.70% | −19,151,592−59.5% | 減碼 |
| Janus Henderson Group PLC | 11,807,182 | $8,582 萬 | 0.05% | +317,980+2.8% | 加碼 |
| Bank of America Corp | 11,044,370 | $8,029 萬 | 0.01% | +10,943,999+10,903.5% | 加碼 |
| Bamco Inc | 10,819,188 | $7,866 萬 | 0.21% | +238,622+2.3% | 加碼 |
| Pinpoint Asset Management Ltd | 9,685,790 | $7,062 萬 | 11.39% | +1,806,868+22.9% | 加碼 |
| SB Investment Advisers (UK) Ltd | 9,612,363 | $6,988 萬 | 0.69% | −2,981,747−23.7% | 減碼 |
| Goldman Sachs Group Inc | 9,126,147 | $6,635 萬 | 0.01% | +7,351,886+414.4% | 加碼 |
| Norges Bank | 8,063,168 | $5,862 萬 | 0.01% | −1,200,154−13.0% | 減碼 |
| Matthews International Capital Management LLC | 6,989,294 | $5,081 萬 | 10.01% | −1,981,589−22.1% | 減碼 |
| Indus Capital Partners, LLC | 6,214,988 | $4,518 萬 | 28.09% | +596,100+10.6% | 加碼 |
| JPMorgan Chase & Co | 5,824,103 | $4,234 萬 | 0.00% | +69,795+1.2% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 5,683,727 | $4,132 萬 | 7.77% | −2,961,083−34.3% | 減碼 |
| E Fund Management Co., Ltd. | 5,492,652 | $3,993 萬 | 2.47% | +44,370+0.8% | 加碼 |
| Sylebra Capital LLC | 5,072,462 | $3,688 萬 | 1.23% | +5,072,462 | 新進 |
| Blue Creek Capital Management Ltd | 3,433,683 | $2,496 萬 | 18.45% | −355,858−9.4% | 減碼 |
| Carrhae Capital LLP | 3,378,147 | $2,456 萬 | 4.81% | +3,378,147 | 新進 |
| Yunqi Capital Ltd | 3,365,300 | $2,447 萬 | 16.91% | +560,000+20.0% | 加碼 |
| Alpine Investment Management Ltd | 3,187,495 | $2,317 萬 | 7.62% | +3,187,495 | 新進 |
| Brilliance Asset Management Ltd | 3,140,589 | $2,283 萬 | 5.04% | +3,140,589 | 新進 |
| IvyRock Asset Management (HK) Ltd | 2,843,100 | $2,067 萬 | 9.61% | −300,000−9.5% | 減碼 |
| Ameriprise Financial Inc | 2,826,548 | $2,055 萬 | 0.01% | −483,344−14.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,456,695 | $1,786 萬 | 0.04% | +160,000+7.0% | 加碼 |
| UBS Group AG | 2,334,171 | $1,697 萬 | 0.01% | +1,927,702+474.3% | 加碼 |
| State Street Corp | 2,214,190 | $1,610 萬 | 0.00% | −12,840−0.6% | 減碼 |
| HSBC Holdings PLC | 2,090,234 | $1,520 萬 | 0.01% | +44,967+2.2% | 加碼 |
| Canada Pension Plan Investment Board | 1,923,310 | $1,398 萬 | 0.01% | +22,410+1.2% | 加碼 |
| Jupiter Asset Management Ltd | 1,905,700 | $1,385 萬 | 0.13% | +1,905,700 | 新進 |
| Perpetual Ltd | 1,645,061 | $1,196 萬 | 0.12% | +39,398+2.5% | 加碼 |
| Citadel Advisors LLC | 1,636,243 | $1,190 萬 | 0.01% | −444,402−21.4% | 減碼 |
| Highlander Partners, L.P. | 1,488,237 | $1,082 萬 | 7.50% | +150,000+11.2% | 加碼 |
| Softbank Group Corp | 1,458,592 | $1,060 萬 | 0.06% | −263,498−15.3% | 減碼 |
| Van Eck Associates Corp | 1,340,656 | $974.7 萬 | 0.01% | −205,480−13.3% | 減碼 |
| Legal & General Group Plc | 1,247,846 | $907.2 萬 | 0.00% | +5,774+0.5% | 加碼 |
| California Public Employees Retirement System | 1,127,120 | $819.4 萬 | 0.01% | −42,424−3.6% | 減碼 |
| Twenty Acre Capital LP | 1,089,400 | $792.0 萬 | 7.72% | +160,100+17.2% | 加碼 |
| Price T Rowe Associates Inc | 1,046,489 | $760.8 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 1,019,087 | $740.4 萬 | 0.01% | −5,500−0.5% | 減碼 |
| HarbourVest Partners LLC | 957,580 | $696.2 萬 | 3.17% | 00.0% | 不變 |
| GAM Holding AG | 942,671 | $685.3 萬 | 0.50% | −297,435−24.0% | 減碼 |
| Hel Ved Capital Management Ltd | 933,000 | $678.3 萬 | 1.68% | −685,426−42.4% | 減碼 |
| BlackRock Inc. | 872,293 | $634.2 萬 | 0.00% | +6,032+0.7% | 加碼 |
| Voloridge Investment Management, LLC | 823,171 | $598.4 萬 | 0.02% | +455,010+123.6% | 加碼 |
| Charles Schwab Investment Management Inc | 818,735 | $595.2 萬 | 0.00% | −31,678−3.7% | 減碼 |
| Federated Hermes, Inc. | 697,670 | $507.2 萬 | 0.01% | −54,790−7.3% | 減碼 |
| TB Alternative Assets Ltd. | 635,900 | $462.3 萬 | 1.16% | −194,600−23.4% | 減碼 |
| Citigroup Inc | 635,732 | $462.2 萬 | 0.01% | +399,754+169.4% | 加碼 |
| MIC Capital Management UK LLP | 630,697 | $458.5 萬 | 0.87% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 591,266 | $429.3 萬 | 0.39% | −38,130−6.1% | 減碼 |
| Octahedron Capital Management L.P. | 565,300 | $411.0 萬 | 6.03% | +45,000+8.6% | 加碼 |
| Parkwood LLC | 543,421 | $395.1 萬 | 0.42% | 00.0% | 不變 |
| Westpac Banking Corp | 520,505 | $378.4 萬 | 0.29% | +2280.0% | 加碼 |
| Millennium Management LLC | 518,764 | $377.1 萬 | 0.00% | −502,905−49.2% | 減碼 |
| Renaissance Capital LLC | 440,635 | $320.3 萬 | 1.66% | +12,796+3.0% | 加碼 |
| ABS Direct Equity Fund LLC | 404,000 | $293.7 萬 | 2.88% | +139,800+52.9% | 加碼 |
| Russell Investments Group, Ltd. | 395,514 | $287.5 萬 | 0.00% | +395,514 | 新進 |
| Polymer Capital Management (HK) LTD | 359,000 | $261.0 萬 | 0.66% | +188,100+110.1% | 加碼 |
| Parametrica Management Ltd | 355,280 | $258.3 萬 | 3.73% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 346,165 | $251.7 萬 | 0.28% | −10,000−2.8% | 減碼 |
| Penserra Capital Management LLC | 337,962 | $245.6 萬 | 0.03% | −49,069−12.7% | 減碼 |
| Macquarie Group Ltd | 333,975 | $242.8 萬 | 0.00% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 312,130 | $226.9 萬 | 0.29% | +275,000+740.6% | 加碼 |
| Two Sigma Investments, LP | 309,643 | $225.1 萬 | 0.01% | +309,643 | 新進 |
| Alps Advisors Inc | 306,667 | $222.9 萬 | 0.02% | +113,695+58.9% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 296,200 | $215.3 萬 | 2.42% | +296,200 | 新進 |
| Qube Research & Technologies Ltd | 293,418 | $213.3 萬 | 0.00% | +54,755+22.9% | 加碼 |
| HRT Financial LP | 290,782 | $211.3 萬 | 0.01% | +275,491+1,801.7% | 加碼 |
| Ramirez Asset Management, Inc. | 246,875 | $179.5 萬 | 0.36% | −39,634−13.8% | 減碼 |
| Franklin Resources Inc | 193,625 | $140.8 萬 | 0.00% | +78,435+68.1% | 加碼 |
| Barclays PLC | 175,022 | $127.2 萬 | 0.00% | −2,482,558−93.4% | 減碼 |
| Schroder Investment Management Group | 172,199 | $125.2 萬 | 0.00% | +32,404+23.2% | 加碼 |
| Nomura Holdings Inc | 169,037 | $122.9 萬 | 0.01% | +82,697+95.8% | 加碼 |
| Jane Street Group, LLC | 151,145 | $109.9 萬 | 0.00% | −1,243,281−89.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 150,300 | $109.3 萬 | 0.00% | −273,600−64.5% | 減碼 |
| UBS Asset Management Americas Inc | 146,300 | $106.4 萬 | 0.00% | +22,100+17.8% | 加碼 |
| Northern Trust Corp | 131,512 | $95.6 萬 | 0.00% | +20,326+18.3% | 加碼 |
| Rock Creek Group, LP | 131,292 | $95.4 萬 | 0.12% | +11,292+9.4% | 加碼 |
| Geode Capital Management, LLC | 109,199 | $79.4 萬 | 0.00% | +372+0.3% | 加碼 |
| Profund Advisors LLC | 104,838 | $76.2 萬 | 0.03% | −23,492−18.3% | 減碼 |
| Bank of New York Mellon Corp | 87,519 | $63.6 萬 | 0.00% | +160.0% | 加碼 |
| Handelsbanken Fonder AB | 75,100 | $54.6 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 70,874 | $51.5 萬 | 0.00% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 70,505 | $51.3 萬 | 0.04% | +46,103+188.9% | 加碼 |
| Quantbot Technologies LP | 70,327 | $51.1 萬 | 0.03% | +69,735+11,779.6% | 加碼 |
| Marshall Wace, LLP | 69,700 | $50.7 萬 | 0.00% | +69,700 | 新進 |
| XTX Topco Ltd | 69,525 | $50.5 萬 | 0.07% | +69,525 | 新進 |
| Walleye Capital LLC | 69,480 | $50.5 萬 | 0.01% | +69,480 | 新進 |
| Trexquant Investment LP | 65,288 | $47.5 萬 | 0.01% | +65,288 | 新進 |