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 |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 196,865 | $158.3 萬 | 0.18% | −149,300−43.1% | 減碼 |
| Northern Trust Corp | 192,324 | $154.6 萬 | 0.00% | +60,812+46.2% | 加碼 |
| Alps Advisors Inc | 179,341 | $144.2 萬 | 0.01% | −127,326−41.5% | 減碼 |
| Twinbeech Capital LP | 140,545 | $113.0 萬 | 0.02% | +140,545 | 新進 |
| Schroder Investment Management Group | 139,302 | $112.0 萬 | 0.00% | −32,897−19.1% | 減碼 |
| National Bank of Canada | 139,100 | $109.2 萬 | 0.00% | +139,100 | 新進 |
| Trivest Advisors Ltd | 125,000 | $100.5 萬 | 0.05% | +125,000 | 新進 |
| LMR Partners LLP | 120,000 | $96.5 萬 | 0.02% | +120,000 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 119,000 | $95.7 萬 | 1.19% | −177,200−59.8% | 減碼 |
| Boothbay Fund Management, LLC | 116,191 | $93.4 萬 | 0.03% | +116,191 | 新進 |
| Geode Capital Management, LLC | 114,169 | $91.8 萬 | 0.00% | +4,970+4.6% | 加碼 |
| WT Asset Management Ltd | 113,000 | $90.9 萬 | 0.09% | +113,000 | 新進 |
| Profund Advisors LLC | 105,034 | $84.4 萬 | 0.03% | +196+0.2% | 加碼 |
| Caxton Associates LP | 97,906 | $78.7 萬 | 0.03% | +53,272+119.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 90,646 | $72.9 萬 | 0.00% | +90,646 | 新進 |
| Bank of New York Mellon Corp | 87,476 | $70.3 萬 | 0.00% | −430.0% | 減碼 |
| Handelsbanken Fonder AB | 75,100 | $60.4 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 70,874 | $57.0 萬 | 0.00% | 00.0% | 不變 |
| Rock Creek Group, LP | 70,000 | $56.3 萬 | 0.08% | −61,292−46.7% | 減碼 |
| Banco BTG Pactual S.A. | 68,000 | $52.1 萬 | 0.13% | +68,000 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 61,034 | $49.1 萬 | 0.01% | +61,034 | 新進 |
| Deutsche Bank AG | 55,457 | $44.6 萬 | 0.00% | +11,135+25.1% | 加碼 |
| NFJ Investment Group, LLC | 50,051 | $40.2 萬 | 0.01% | +50,051 | 新進 |
| Long Corridor Asset Management Ltd | 50,000 | $40.2 萬 | 0.38% | +50,000 | 新進 |
| Centiva Capital, LP | 48,103 | $38.7 萬 | 0.02% | +48,103 | 新進 |
| Walleye Trading LLC | 44,789 | $36.0 萬 | 0.01% | +44,789 | 新進 |
| Marshall Wace, LLP | 44,251 | $35.6 萬 | 0.00% | −25,449−36.5% | 減碼 |
| Aubrey Capital Management Ltd | 54,700 | $34.8 萬 | 0.14% | +11,700+27.2% | 加碼 |
| Seven Eight Capital, LP | 42,634 | $34.3 萬 | 0.04% | +42,634 | 新進 |
| SIH Partners, LLLP | 42,000 | $33.8 萬 | 0.33% | +42,000 | 新進 |
| Barometer Capital Management Inc. | 41,417 | $33.3 萬 | 0.13% | −4,600−10.0% | 減碼 |
| Vident Advisory, LLC | 41,325 | $33.2 萬 | 0.01% | −1,547−3.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 40,123 | $32.3 萬 | 0.01% | +5,827+17.0% | 加碼 |
| XTX Topco Ltd | 39,280 | $31.6 萬 | 0.03% | −30,245−43.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 35,408 | $29.2 萬 | 0.00% | −8,374−19.1% | 減碼 |
| American Century Companies Inc | 35,964 | $28.9 萬 | 0.00% | +35,964 | 新進 |
| AlpInvest Partners B.V. | 35,916 | $28.9 萬 | 0.10% | +35,916 | 新進 |
| Burgundy Asset Management Ltd. | 35,305 | $28.4 萬 | 0.00% | +35,305 | 新進 |
| Standard Life Aberdeen plc | 35,214 | $28.3 萬 | 0.00% | +466+1.3% | 加碼 |
| Simplex Trading, LLC | 33,214 | $26.7 萬 | 0.01% | +33,214 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,000 | $24.1 萬 | 0.00% | +10,000+50.0% | 加碼 |
| Engineers Gate Manager LP | 29,450 | $23.7 萬 | 0.01% | +29,450 | 新進 |
| Bramshill Investments, LLC | 28,567 | $23.0 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 25,969 | $20.9 萬 | 0.00% | +5,847+29.1% | 加碼 |
| Hexagon Capital Partners LLC | 25,819 | $20.8 萬 | 0.05% | −3,000−10.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 20,892 | $16.7 萬 | 0.00% | +20,892 | 新進 |
| Scientech Research LLC | 19,439 | $15.6 萬 | 0.03% | +19,439 | 新進 |
| O'Shaughnessy Asset Management, LLC | 18,568 | $14.9 萬 | 0.00% | +3,404+22.4% | 加碼 |
| EntryPoint Capital, LLC | 18,474 | $14.9 萬 | 0.07% | +12,828+227.2% | 加碼 |
| Eschler Asset Management LLP | 17,800 | $14.0 萬 | 0.11% | +17,800 | 新進 |
| Worth Venture Partners, LLC | 17,212 | $13.8 萬 | 1.08% | +17,212 | 新進 |
| Rhumbline Advisers | 14,269 | $11.5 萬 | 0.00% | −27,048−65.5% | 減碼 |
| Mariner, LLC | 14,033 | $11.3 萬 | 0.00% | +1,837+15.1% | 加碼 |
| HighTower Advisors, LLC | 13,834 | $11.1 萬 | 0.00% | −7,431−34.9% | 減碼 |
| Advisors Asset Management, Inc. | 12,468 | $10.0 萬 | 0.00% | −1,003−7.4% | 減碼 |
| Atomi Financial Group, Inc. | 12,052 | $9.69 萬 | 0.01% | +1,329+12.4% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 11,164 | $9.00 萬 | 0.00% | −2,879−20.5% | 減碼 |
| Jump Financial, LLC | 10,356 | $8.33 萬 | 0.00% | +10,356 | 新進 |
| Shen Neil Nanpeng | 7,174 | $5.85 萬 | 40.25% | 00.0% | 不變 |
| Royal Bank of Canada | 5,966 | $4.80 萬 | 0.00% | +5,837+4,524.8% | 加碼 |
| FMR LLC | 4,824 | $3.88 萬 | 0.00% | −2,948−37.9% | 減碼 |
| Tobam | 4,402 | $3.50 萬 | 0.01% | +4,402 | 新進 |
| Ronald Blue Trust, Inc. | 4,773 | $3.47 萬 | 0.00% | +4,773 | 新進 |
| Quantbot Technologies LP | 2,937 | $2.36 萬 | 0.00% | −67,390−95.8% | 減碼 |
| Natixis | 2,183 | $1.75 萬 | 0.00% | +2,183 | 新進 |
| Ci Investments Inc. | 1,540 | $1.20 萬 | 0.00% | −63−3.9% | 減碼 |
| Byrne Asset Management LLC | 1,170 | $9,699 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 784 | $5,962 | 0.00% | +525+202.7% | 加碼 |
| Pacer Advisors, Inc. | 651 | $5,234 | 0.00% | −45−6.5% | 減碼 |
| Private Trust Co NA | 625 | $5,025 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 553 | $4,447 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 508 | $4,084 | 0.00% | +8+1.6% | 加碼 |
| Bokf, NA | 500 | $4,020 | 0.00% | +500 | 新進 |
| Highline Wealth Partners LLC | 134 | $1,077 | 0.00% | +134 | 新進 |
| Advisor Group Holdings, Inc. | 120 | $965 | 0.00% | +120 | 新進 |
| Farther Finance Advisors, LLC | 91 | $714 | 0.00% | +54+145.9% | 加碼 |
| Principal Securities, Inc. | 23 | $185 | 0.00% | 00.0% | 不變 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,683,727−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −1,905,700−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −543,421−100.0% | 清倉 |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −440,635−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −175,022−100.0% | 清倉 |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −146,300−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −70,505−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −65,288−100.0% | 清倉 |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −61,284−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −38,380−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −33,805−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,426−100.0% | 清倉 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 0 | $0 | 0.00% | −13,519−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,842−100.0% | 清倉 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| Blue Creek Capital Management Ltd | – | – | – | – | 本季未申報 |