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 2 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2024/6/30 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
- 177
- 較 2024 年第 1 季 +32 家
- 持有股數
- 5.47 億
- 較 2024 年第 1 季 +5,384 萬 (+10.9%)
- 總市值
- $43.9 億
- 較 2024 年第 1 季 +$7.60 億 (+20.9%)
- 新進機構
- 47
- 另有 59 家加碼
- 清倉機構
- 15
- 另有 51 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 32,523,537 | $2.61 億 | 0.02% | +26,699,434+458.4% | 加碼 |
| All-Stars Investment Ltd | 31,319,662 | $2.52 億 | 89.87% | −103,681−0.3% | 減碼 |
| Invesco Ltd. | 30,178,164 | $2.43 億 | 0.05% | −79,105−0.3% | 減碼 |
| Krane Funds Advisors LLC | 27,448,978 | $2.21 億 | 9.31% | −6,231,012−18.5% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 26,985,624 | $2.17 億 | 5.72% | +11,387,355+73.0% | 加碼 |
| Farallon Capital Management, L.L.C. | 25,850,303 | $2.08 億 | 1.23% | −434,756−1.7% | 減碼 |
| Vanguard Group Inc | 25,722,567 | $2.07 億 | 0.00% | +24,345+0.1% | 加碼 |
| Morgan Stanley | 25,000,295 | $2.01 億 | 0.02% | +11,274,391+82.1% | 加碼 |
| Alkeon Capital Management LLC | 23,354,750 | $1.88 億 | 0.96% | 00.0% | 不變 |
| SC China Holding Ltd | 21,873,414 | $1.73 億 | 6.38% | −24,959,441−53.3% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 17,595,284 | $1.41 億 | 19.06% | 00.0% | 不變 |
| FIL Ltd | 17,567,713 | $1.41 億 | 0.14% | +3,522,687+25.1% | 加碼 |
| Mubadala Investment Co PJSC | 16,776,591 | $1.35 億 | 0.55% | 00.0% | 不變 |
| Baillie Gifford & Co | 15,417,727 | $1.24 億 | 0.10% | −42,029−0.3% | 減碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.05 億 | 0.85% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 11,832,085 | $9,513 萬 | 0.02% | +2,705,938+29.7% | 加碼 |
| Janus Henderson Group PLC | 10,935,852 | $8,791 萬 | 0.05% | −871,330−7.4% | 減碼 |
| Bamco Inc | 10,280,046 | $8,265 萬 | 0.24% | −539,142−5.0% | 減碼 |
| Norges Bank | 8,390,975 | $6,746 萬 | 0.01% | +327,807+4.1% | 加碼 |
| SB Investment Advisers (UK) Ltd | 8,332,557 | $6,699 萬 | 0.62% | −1,279,806−13.3% | 減碼 |
| Sylebra Capital LLC | 8,011,918 | $6,442 萬 | 2.39% | +2,939,456+57.9% | 加碼 |
| Oceanlink Management Ltd. | 7,866,751 | $6,325 萬 | 9.47% | +7,866,751 | 新進 |
| Pinpoint Asset Management Ltd | 7,849,056 | $6,311 萬 | 9.32% | −1,836,734−19.0% | 減碼 |
| Matthews International Capital Management LLC | 6,936,769 | $5,577 萬 | 12.14% | −52,525−0.8% | 減碼 |
| Indus Capital Partners, LLC | 5,700,988 | $4,584 萬 | 28.06% | −514,000−8.3% | 減碼 |
| Bank of America Corp | 5,693,767 | $4,578 萬 | 0.00% | −5,350,603−48.4% | 減碼 |
| E Fund Management Co., Ltd. | 5,203,906 | $4,184 萬 | 2.31% | −288,746−5.3% | 減碼 |
| Nomura Asset Management Co Ltd | 4,711,304 | $3,788 萬 | 0.13% | +4,708,004+142,666.8% | 加碼 |
| Voloridge Investment Management, LLC | 4,562,777 | $3,668 萬 | 0.14% | +3,739,606+454.3% | 加碼 |
| Citadel Advisors LLC | 4,386,024 | $3,526 萬 | 0.03% | +2,749,781+168.1% | 加碼 |
| Brilliance Asset Management Ltd | 4,284,741 | $3,445 萬 | 8.65% | +1,144,152+36.4% | 加碼 |
| Carrhae Capital LLP | 3,966,866 | $3,189 萬 | 5.22% | +588,719+17.4% | 加碼 |
| UBS Group AG | 3,366,126 | $2,706 萬 | 0.01% | +1,031,955+44.2% | 加碼 |
| Yunqi Capital Ltd | 3,365,300 | $2,706 萬 | 17.11% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 3,347,137 | $2,691 萬 | 0.06% | +890,442+36.2% | 加碼 |
| Pictet Asset Management Holding SA | 3,323,132 | $2,672 萬 | 0.03% | +3,323,132 | 新進 |
| Qube Research & Technologies Ltd | 3,000,276 | $2,412 萬 | 0.04% | +2,706,858+922.5% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 2,843,100 | $2,286 萬 | 9.74% | 00.0% | 不變 |
| WCM Investment Management, LLC | 2,392,500 | $1,983 萬 | 0.05% | +2,392,500 | 新進 |
| State Street Corp | 2,453,674 | $1,973 萬 | 0.00% | +239,484+10.8% | 加碼 |
| HSBC Holdings PLC | 2,114,149 | $1,676 萬 | 0.01% | +23,915+1.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,985,200 | $1,596 萬 | 0.05% | +1,834,900+1,220.8% | 加碼 |
| Ameriprise Financial Inc | 1,971,821 | $1,585 萬 | 0.00% | −854,727−30.2% | 減碼 |
| Perpetual Ltd | 1,853,833 | $1,490 萬 | 0.16% | +208,772+12.7% | 加碼 |
| Jane Street Group, LLC | 1,784,628 | $1,435 萬 | 0.02% | +1,633,483+1,080.7% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,615,797 | $1,299 萬 | 2.02% | +1,615,797 | 新進 |
| Softbank Group Corp | 1,522,697 | $1,224 萬 | 0.06% | +64,105+4.4% | 加碼 |
| Highlander Partners, L.P. | 1,488,237 | $1,197 萬 | 7.96% | 00.0% | 不變 |
| Van Eck Associates Corp | 1,395,732 | $1,122 萬 | 0.02% | +55,076+4.1% | 加碼 |
| Millennium Management LLC | 1,390,081 | $1,118 萬 | 0.01% | +871,317+168.0% | 加碼 |
| Legal & General Group Plc | 1,260,724 | $1,013 萬 | 0.00% | +12,878+1.0% | 加碼 |
| BlackRock Inc. | 1,210,123 | $972.9 萬 | 0.00% | +337,830+38.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,131,745 | $909.9 萬 | 0.01% | +1,121,445+10,887.8% | 加碼 |
| Squarepoint Ops LLC | 1,131,264 | $909.5 萬 | 0.03% | +1,112,848+6,042.8% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 1,117,000 | $898.1 萬 | 1.25% | +1,117,000 | 新進 |
| Kadensa Capital Ltd | 1,103,670 | $887.4 萬 | 2.09% | +1,103,670 | 新進 |
| Price T Rowe Associates Inc | 1,093,180 | $879.0 萬 | 0.00% | +46,691+4.5% | 加碼 |
| Canada Pension Plan Investment Board | 1,071,710 | $861.7 萬 | 0.01% | −851,600−44.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,059,680 | $852.0 萬 | 0.01% | +40,593+4.0% | 加碼 |
| California Public Employees Retirement System | 1,026,085 | $825.0 萬 | 0.01% | −101,035−9.0% | 減碼 |
| Capitolis Liquid Global Markets LLC | 1,000,000 | $804.0 萬 | 0.10% | +1,000,000 | 新進 |
| HarbourVest Partners LLC | 957,580 | $769.9 萬 | 4.10% | 00.0% | 不變 |
| Twenty Acre Capital LP | 888,800 | $729.5 萬 | 6.77% | −200,600−18.4% | 減碼 |
| Acadian Asset Management LLC | 869,267 | $698.8 萬 | 0.02% | +869,267 | 新進 |
| Federated Hermes, Inc. | 866,375 | $696.6 萬 | 0.02% | +168,705+24.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 854,104 | $686.7 萬 | 0.12% | +820,928+2,474.5% | 加碼 |
| Alpine Investment Management Ltd | 842,256 | $677.2 萬 | 2.60% | −2,345,239−73.6% | 減碼 |
| Charles Schwab Investment Management Inc | 811,931 | $652.8 萬 | 0.00% | −6,804−0.8% | 減碼 |
| Tiger Pacific Capital LP | 811,008 | $652.1 萬 | 1.88% | +811,008 | 新進 |
| GAM Holding AG | 780,793 | $627.8 萬 | 0.48% | −161,878−17.2% | 減碼 |
| Alberta Investment Management Corp | 735,036 | $591.0 萬 | 0.06% | +735,036 | 新進 |
| Liontrust Investment Partners LLP | 729,994 | $586.9 萬 | 0.08% | +729,994 | 新進 |
| TB Alternative Assets Ltd. | 635,900 | $511.3 萬 | 1.19% | 00.0% | 不變 |
| MIC Capital Management UK LLP | 630,697 | $507.1 萬 | 1.10% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 614,240 | $493.6 萬 | 0.15% | +614,240 | 新進 |
| Westpac Banking Corp | 578,275 | $464.9 萬 | 0.37% | +57,770+11.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 539,857 | $433.5 萬 | 0.31% | −51,409−8.7% | 減碼 |
| Quadrature Capital Ltd | 508,315 | $408.4 萬 | 0.07% | +481,681+1,808.5% | 加碼 |
| Walleye Capital LLC | 488,034 | $392.4 萬 | 0.04% | +418,554+602.4% | 加碼 |
| Man Group plc | 483,953 | $389.1 萬 | 0.01% | +483,953 | 新進 |
| Citigroup Inc | 456,166 | $366.8 萬 | 0.00% | −179,566−28.2% | 減碼 |
| Catalyst Funds Management Pty Ltd | 454,600 | $365.5 萬 | 0.98% | +454,600 | 新進 |
| Octahedron Capital Management L.P. | 432,300 | $347.6 萬 | 3.49% | −133,000−23.5% | 減碼 |
| UBS Oconnor LLC | 397,190 | $319.3 萬 | 0.09% | +397,190 | 新進 |
| Two Sigma Investments, LP | 384,335 | $309.0 萬 | 0.01% | +74,692+24.1% | 加碼 |
| Hel Ved Capital Management Ltd | 382,600 | $307.6 萬 | 1.08% | −550,400−59.0% | 減碼 |
| Point72 Hong Kong Ltd | 362,808 | $291.7 萬 | 0.18% | +362,808 | 新進 |
| ABS Direct Equity Fund LLC | 356,500 | $286.6 萬 | 3.22% | −47,500−11.8% | 減碼 |
| Parametrica Management Ltd | 355,280 | $285.6 萬 | 3.78% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 350,000 | $281.4 萬 | 0.40% | +37,870+12.1% | 加碼 |
| Macquarie Group Ltd | 333,975 | $268.5 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 302,325 | $243.1 萬 | 0.00% | −93,189−23.6% | 減碼 |
| Nomura Holdings Inc | 290,087 | $233.2 萬 | 0.01% | +121,050+71.6% | 加碼 |
| Polymer Capital Management (HK) LTD | 270,000 | $217.1 萬 | 0.44% | −89,000−24.8% | 減碼 |
| HRT Financial LP | 251,312 | $202.0 萬 | 0.01% | −39,470−13.6% | 減碼 |
| Penserra Capital Management LLC | 248,481 | $199.8 萬 | 0.03% | −89,481−26.5% | 減碼 |
| Ramirez Asset Management, Inc. | 234,959 | $188.9 萬 | 0.38% | −11,916−4.8% | 減碼 |
| Susquehanna International Group, LLP | 228,142 | $183.4 萬 | 0.00% | +165,518+264.3% | 加碼 |
| Gsa Capital Partners LLP | 213,970 | $172.0 萬 | 0.12% | +173,755+432.1% | 加碼 |
| Franklin Resources Inc | 211,328 | $169.9 萬 | 0.00% | +17,703+9.1% | 加碼 |