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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 23 | $167 | 0.00% | +23 | 新進 |
| Farther Finance Advisors, LLC | 37 | $277 | 0.00% | −123−76.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77 | $560 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 129 | $1,000 | 0.00% | +17+15.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 259 | $2,233 | 0.00% | −130−33.4% | 減碼 |
| Glen Eagle Advisors, LLC | 500 | $3,635 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 553 | $4,021 | 0.00% | −70−11.2% | 減碼 |
| Private Trust Co NA | 625 | $4,544 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 696 | $5,060 | 0.00% | −62−8.2% | 減碼 |
| Byrne Asset Management LLC | 1,170 | $8,506 | 0.01% | +570+95.0% | 加碼 |
| Ci Investments Inc. | 1,603 | $1.20 萬 | 0.00% | −788−33.0% | 減碼 |
| Nomura Asset Management Co Ltd | 3,300 | $2.40 萬 | 0.00% | +3,300 | 新進 |
| EntryPoint Capital, LLC | 5,646 | $4.10 萬 | 0.04% | −14,283−71.7% | 減碼 |
| FMR LLC | 7,772 | $5.65 萬 | 0.00% | +510+7.0% | 加碼 |
| Shen Neil Nanpeng | 7,174 | $5.85 萬 | 40.25% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 10,300 | $7.49 萬 | 0.00% | +10,300 | 新進 |
| Atomi Financial Group, Inc. | 10,723 | $7.80 萬 | 0.01% | −2,750−20.4% | 減碼 |
| Mariner, LLC | 12,196 | $8.87 萬 | 0.00% | −21,851−64.2% | 減碼 |
| Wolverine Trading, LLC | 12,842 | $9.34 萬 | 0.00% | +12,842 | 新進 |
| Advisors Asset Management, Inc. | 13,471 | $9.79 萬 | 0.00% | +3,421+34.0% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 13,519 | $9.83 萬 | 0.00% | −2,239,023−99.4% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 14,043 | $10.2 萬 | 0.00% | +342+2.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 15,164 | $11.0 萬 | 0.00% | +479+3.3% | 加碼 |
| Squarepoint Ops LLC | 18,416 | $13.4 萬 | 0.00% | −12,321−40.1% | 減碼 |
| Two Sigma Securities, LLC | 19,426 | $14.1 萬 | 0.01% | +2,701+16.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,000 | $14.5 萬 | 0.00% | +20,000 | 新進 |
| JustInvest LLC | 20,122 | $14.6 萬 | 0.00% | −6,938−25.6% | 減碼 |
| HighTower Advisors, LLC | 21,265 | $15.5 萬 | 0.00% | +21,265 | 新進 |
| Quadrature Capital Ltd | 26,634 | $19.4 萬 | 0.00% | −6,060−18.5% | 減碼 |
| Bramshill Investments, LLC | 28,567 | $20.8 萬 | 0.02% | +28,567 | 新進 |
| Hexagon Capital Partners LLC | 28,819 | $21.0 萬 | 0.05% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 33,176 | $24.1 萬 | 0.00% | +15,801+90.9% | 加碼 |
| Ieq Capital, LLC | 33,805 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| Aubrey Capital Management Ltd | 43,000 | $24.7 萬 | 0.09% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 34,296 | $24.9 萬 | 0.01% | −11,132−24.5% | 減碼 |
| Standard Life Aberdeen plc | 34,748 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 38,380 | $27.9 萬 | 0.06% | +38,380 | 新進 |
| Gsa Capital Partners LLP | 40,215 | $29.2 萬 | 0.02% | +40,215 | 新進 |
| Rhumbline Advisers | 41,317 | $30.0 萬 | 0.00% | +11,032+36.4% | 加碼 |
| Vident Advisory, LLC | 42,872 | $31.2 萬 | 0.01% | +18,120+73.2% | 加碼 |
| Deutsche Bank AG | 44,322 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 43,782 | $32.4 萬 | 0.00% | −13,669−23.8% | 減碼 |
| Caxton Associates LP | 44,634 | $32.4 萬 | 0.02% | +44,634 | 新進 |
| Barometer Capital Management Inc. | 46,017 | $39.6 萬 | 0.10% | +28,617+164.5% | 加碼 |
| Seaport Global Advisors, LLC | 61,284 | $44.6 萬 | 0.90% | −559−0.9% | 減碼 |
| Susquehanna International Group, LLP | 62,624 | $45.5 萬 | 0.00% | −355,884−85.0% | 減碼 |
| Trexquant Investment LP | 65,288 | $47.5 萬 | 0.01% | +65,288 | 新進 |
| Walleye Capital LLC | 69,480 | $50.5 萬 | 0.01% | +69,480 | 新進 |
| XTX Topco Ltd | 69,525 | $50.5 萬 | 0.07% | +69,525 | 新進 |
| Marshall Wace, LLP | 69,700 | $50.7 萬 | 0.00% | +69,700 | 新進 |
| Quantbot Technologies LP | 70,327 | $51.1 萬 | 0.03% | +69,735+11,779.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 70,505 | $51.3 萬 | 0.04% | +46,103+188.9% | 加碼 |
| SEI Investments Co | 70,874 | $51.5 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 75,100 | $54.6 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 87,519 | $63.6 萬 | 0.00% | +160.0% | 加碼 |
| Profund Advisors LLC | 104,838 | $76.2 萬 | 0.03% | −23,492−18.3% | 減碼 |
| Geode Capital Management, LLC | 109,199 | $79.4 萬 | 0.00% | +372+0.3% | 加碼 |
| Rock Creek Group, LP | 131,292 | $95.4 萬 | 0.12% | +11,292+9.4% | 加碼 |
| Northern Trust Corp | 131,512 | $95.6 萬 | 0.00% | +20,326+18.3% | 加碼 |
| UBS Asset Management Americas Inc | 146,300 | $106.4 萬 | 0.00% | +22,100+17.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 150,300 | $109.3 萬 | 0.00% | −273,600−64.5% | 減碼 |
| Jane Street Group, LLC | 151,145 | $109.9 萬 | 0.00% | −1,243,281−89.2% | 減碼 |
| Nomura Holdings Inc | 169,037 | $122.9 萬 | 0.01% | +82,697+95.8% | 加碼 |
| Schroder Investment Management Group | 172,199 | $125.2 萬 | 0.00% | +32,404+23.2% | 加碼 |
| Barclays PLC | 175,022 | $127.2 萬 | 0.00% | −2,482,558−93.4% | 減碼 |
| Franklin Resources Inc | 193,625 | $140.8 萬 | 0.00% | +78,435+68.1% | 加碼 |
| Ramirez Asset Management, Inc. | 246,875 | $179.5 萬 | 0.36% | −39,634−13.8% | 減碼 |
| HRT Financial LP | 290,782 | $211.3 萬 | 0.01% | +275,491+1,801.7% | 加碼 |
| Qube Research & Technologies Ltd | 293,418 | $213.3 萬 | 0.00% | +54,755+22.9% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 296,200 | $215.3 萬 | 2.42% | +296,200 | 新進 |
| Alps Advisors Inc | 306,667 | $222.9 萬 | 0.02% | +113,695+58.9% | 加碼 |
| Two Sigma Investments, LP | 309,643 | $225.1 萬 | 0.01% | +309,643 | 新進 |
| China Universal Asset Management Co., Ltd. | 312,130 | $226.9 萬 | 0.29% | +275,000+740.6% | 加碼 |
| Macquarie Group Ltd | 333,975 | $242.8 萬 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 337,962 | $245.6 萬 | 0.03% | −49,069−12.7% | 減碼 |
| Quinn Opportunity Partners LLC | 346,165 | $251.7 萬 | 0.28% | −10,000−2.8% | 減碼 |
| Parametrica Management Ltd | 355,280 | $258.3 萬 | 3.73% | 00.0% | 不變 |
| Polymer Capital Management (HK) LTD | 359,000 | $261.0 萬 | 0.66% | +188,100+110.1% | 加碼 |
| Russell Investments Group, Ltd. | 395,514 | $287.5 萬 | 0.00% | +395,514 | 新進 |
| ABS Direct Equity Fund LLC | 404,000 | $293.7 萬 | 2.88% | +139,800+52.9% | 加碼 |
| Renaissance Capital LLC | 440,635 | $320.3 萬 | 1.66% | +12,796+3.0% | 加碼 |
| Millennium Management LLC | 518,764 | $377.1 萬 | 0.00% | −502,905−49.2% | 減碼 |
| Westpac Banking Corp | 520,505 | $378.4 萬 | 0.29% | +2280.0% | 加碼 |
| Parkwood LLC | 543,421 | $395.1 萬 | 0.42% | 00.0% | 不變 |
| Octahedron Capital Management L.P. | 565,300 | $411.0 萬 | 6.03% | +45,000+8.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 591,266 | $429.3 萬 | 0.39% | −38,130−6.1% | 減碼 |
| MIC Capital Management UK LLP | 630,697 | $458.5 萬 | 0.87% | 00.0% | 不變 |
| Citigroup Inc | 635,732 | $462.2 萬 | 0.01% | +399,754+169.4% | 加碼 |
| TB Alternative Assets Ltd. | 635,900 | $462.3 萬 | 1.16% | −194,600−23.4% | 減碼 |
| Federated Hermes, Inc. | 697,670 | $507.2 萬 | 0.01% | −54,790−7.3% | 減碼 |
| Charles Schwab Investment Management Inc | 818,735 | $595.2 萬 | 0.00% | −31,678−3.7% | 減碼 |
| Voloridge Investment Management, LLC | 823,171 | $598.4 萬 | 0.02% | +455,010+123.6% | 加碼 |
| BlackRock Inc. | 872,293 | $634.2 萬 | 0.00% | +6,032+0.7% | 加碼 |
| Hel Ved Capital Management Ltd | 933,000 | $678.3 萬 | 1.68% | −685,426−42.4% | 減碼 |
| GAM Holding AG | 942,671 | $685.3 萬 | 0.50% | −297,435−24.0% | 減碼 |
| HarbourVest Partners LLC | 957,580 | $696.2 萬 | 3.17% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 1,019,087 | $740.4 萬 | 0.01% | −5,500−0.5% | 減碼 |
| Price T Rowe Associates Inc | 1,046,489 | $760.8 萬 | 0.00% | 00.0% | 不變 |
| Twenty Acre Capital LP | 1,089,400 | $792.0 萬 | 7.72% | +160,100+17.2% | 加碼 |
| California Public Employees Retirement System | 1,127,120 | $819.4 萬 | 0.01% | −42,424−3.6% | 減碼 |