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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 1,247,846 | $907.2 萬 | 0.00% | +5,774+0.5% | 加碼 |
| Van Eck Associates Corp | 1,340,656 | $974.7 萬 | 0.01% | −205,480−13.3% | 減碼 |
| Softbank Group Corp | 1,458,592 | $1,060 萬 | 0.06% | −263,498−15.3% | 減碼 |
| Highlander Partners, L.P. | 1,488,237 | $1,082 萬 | 7.50% | +150,000+11.2% | 加碼 |
| Citadel Advisors LLC | 1,636,243 | $1,190 萬 | 0.01% | −444,402−21.4% | 減碼 |
| Perpetual Ltd | 1,645,061 | $1,196 萬 | 0.12% | +39,398+2.5% | 加碼 |
| Jupiter Asset Management Ltd | 1,905,700 | $1,385 萬 | 0.13% | +1,905,700 | 新進 |
| Canada Pension Plan Investment Board | 1,923,310 | $1,398 萬 | 0.01% | +22,410+1.2% | 加碼 |
| HSBC Holdings PLC | 2,090,234 | $1,520 萬 | 0.01% | +44,967+2.2% | 加碼 |
| State Street Corp | 2,214,190 | $1,610 萬 | 0.00% | −12,840−0.6% | 減碼 |
| UBS Group AG | 2,334,171 | $1,697 萬 | 0.01% | +1,927,702+474.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,456,695 | $1,786 萬 | 0.04% | +160,000+7.0% | 加碼 |
| Ameriprise Financial Inc | 2,826,548 | $2,055 萬 | 0.01% | −483,344−14.6% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 2,843,100 | $2,067 萬 | 9.61% | −300,000−9.5% | 減碼 |
| Brilliance Asset Management Ltd | 3,140,589 | $2,283 萬 | 5.04% | +3,140,589 | 新進 |
| Alpine Investment Management Ltd | 3,187,495 | $2,317 萬 | 7.62% | +3,187,495 | 新進 |
| Yunqi Capital Ltd | 3,365,300 | $2,447 萬 | 16.91% | +560,000+20.0% | 加碼 |
| Carrhae Capital LLP | 3,378,147 | $2,456 萬 | 4.81% | +3,378,147 | 新進 |
| Blue Creek Capital Management Ltd | 3,433,683 | $2,496 萬 | 18.45% | −355,858−9.4% | 減碼 |
| Sylebra Capital LLC | 5,072,462 | $3,688 萬 | 1.23% | +5,072,462 | 新進 |
| E Fund Management Co., Ltd. | 5,492,652 | $3,993 萬 | 2.47% | +44,370+0.8% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 5,683,727 | $4,132 萬 | 7.77% | −2,961,083−34.3% | 減碼 |
| JPMorgan Chase & Co | 5,824,103 | $4,234 萬 | 0.00% | +69,795+1.2% | 加碼 |
| Indus Capital Partners, LLC | 6,214,988 | $4,518 萬 | 28.09% | +596,100+10.6% | 加碼 |
| Matthews International Capital Management LLC | 6,989,294 | $5,081 萬 | 10.01% | −1,981,589−22.1% | 減碼 |
| Norges Bank | 8,063,168 | $5,862 萬 | 0.01% | −1,200,154−13.0% | 減碼 |
| Goldman Sachs Group Inc | 9,126,147 | $6,635 萬 | 0.01% | +7,351,886+414.4% | 加碼 |
| SB Investment Advisers (UK) Ltd | 9,612,363 | $6,988 萬 | 0.69% | −2,981,747−23.7% | 減碼 |
| Pinpoint Asset Management Ltd | 9,685,790 | $7,062 萬 | 11.39% | +1,806,868+22.9% | 加碼 |
| Bamco Inc | 10,819,188 | $7,866 萬 | 0.21% | +238,622+2.3% | 加碼 |
| Bank of America Corp | 11,044,370 | $8,029 萬 | 0.01% | +10,943,999+10,903.5% | 加碼 |
| Janus Henderson Group PLC | 11,807,182 | $8,582 萬 | 0.05% | +317,980+2.8% | 加碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $9,493 萬 | 0.70% | −19,151,592−59.5% | 減碼 |
| Morgan Stanley | 13,725,904 | $9,979 萬 | 0.01% | +9,998,828+268.3% | 加碼 |
| FIL Ltd | 14,045,026 | $1.02 億 | 0.10% | +1,519,936+12.1% | 加碼 |
| Baillie Gifford & Co | 15,459,756 | $1.12 億 | 0.09% | −218,678−1.4% | 減碼 |
| 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 |
| Mubadala Investment Co PJSC | 16,776,591 | $1.22 億 | 0.48% | +5,263,157+45.7% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 17,595,284 | $1.28 億 | 18.08% | +1,364,600+8.4% | 加碼 |
| Alkeon Capital Management LLC | 23,354,750 | $1.70 億 | 0.93% | +1,050,000+4.7% | 加碼 |
| Vanguard Group Inc | 25,698,222 | $1.87 億 | 0.00% | +170,657+0.7% | 加碼 |
| Farallon Capital Management, L.L.C. | 26,285,059 | $1.91 億 | 1.12% | −11,905,436−31.2% | 減碼 |
| Invesco Ltd. | 30,257,269 | $2.20 億 | 0.05% | +2,036,322+7.2% | 加碼 |
| All-Stars Investment Ltd | 31,423,343 | $2.28 億 | 91.11% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 33,679,990 | $2.53 億 | 10.38% | +962,010+2.9% | 加碼 |
| SC China Holding Ltd | 46,832,855 | $3.82 億 | 35.36% | +19,151,592+69.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −26,400−100.0% | 清倉 |
| Carmignac Gestion | 0 | $0 | 0.00% | −3,912,495−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −889,749−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −625,240−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −364,500−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −293,245−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −183,688−100.0% | 清倉 |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −157,965−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −81,000−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −66,772−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −61,119−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −46,901−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −43,711−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −43,581−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −38,010−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −28,930−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −28,751−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −22,560−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −13,526−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −2,974−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −2,320−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −2,361−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −1,912−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −218−100.0% | 清倉 |
| Kaizen Capital Partners Ltd | – | – | – | – | 本季未申報 |