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 3 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2024/9/30 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
- 170
- 較 2024 年第 2 季 −6 家
- 持有股數
- 5.37 億
- 較 2024 年第 2 季 −846.5 萬 (−1.6%)
- 總市值
- $48.4 億
- 較 2024 年第 2 季 +$4.52 億 (+10.3%)
- 新進機構
- 28
- 另有 61 家加碼
- 清倉機構
- 34
- 另有 60 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 578,275 | $521.0 萬 | 0.35% | 00.0% | 不變 |
| SEI Investments Co | 636,809 | $573.8 萬 | 0.01% | +565,935+798.5% | 加碼 |
| Liontrust Investment Partners LLP | 729,994 | $586.9 萬 | 0.08% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 704,770 | $634.7 萬 | 0.18% | +90,530+14.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 749,634 | $675.4 萬 | 0.01% | −382,111−33.8% | 減碼 |
| Federated Hermes, Inc. | 794,832 | $716.1 萬 | 0.02% | −71,543−8.3% | 減碼 |
| Twenty Acre Capital LP | 799,300 | $720.2 萬 | 6.62% | −89,500−10.1% | 減碼 |
| Pinebridge Investments, L.P. | 857,050 | $772.2 萬 | 0.06% | +857,050 | 新進 |
| Manufacturers Life Insurance Company, The | 910,598 | $820.4 萬 | 0.01% | −149,082−14.1% | 減碼 |
| Charles Schwab Investment Management Inc | 912,011 | $821.7 萬 | 0.00% | +100,080+12.3% | 加碼 |
| HarbourVest Partners LLC | 957,580 | $862.8 萬 | 4.49% | 00.0% | 不變 |
| Capitolis Liquid Global Markets LLC | 1,000,000 | $901.0 萬 | 0.10% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 1,046,489 | $942.9 萬 | 0.00% | −46,691−4.3% | 減碼 |
| California Public Employees Retirement System | 1,077,963 | $971.2 萬 | 0.01% | +51,878+5.1% | 加碼 |
| Softbank Group Corp | 1,110,751 | $1,001 萬 | 0.05% | −411,946−27.1% | 減碼 |
| Squarepoint Ops LLC | 1,124,574 | $1,013 萬 | 0.03% | −6,690−0.6% | 減碼 |
| SG Americas Securities, LLC | 1,200,185 | $1,081 萬 | 0.04% | +1,200,185 | 新進 |
| Legal & General Group Plc | 1,292,830 | $1,165 萬 | 0.00% | +32,106+2.5% | 加碼 |
| Van Eck Associates Corp | 1,380,263 | $1,246 萬 | 0.02% | −15,469−1.1% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 1,393,600 | $1,256 萬 | 3.71% | +276,600+24.8% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 1,415,200 | $1,275 萬 | 5.59% | −1,427,900−50.2% | 減碼 |
| BlackRock, Inc. | 1,463,469 | $1,319 萬 | 0.00% | +1,463,469 | 新進 |
| Highlander Partners, L.P. | 1,488,237 | $1,341 萬 | 7.92% | 00.0% | 不變 |
| Alberta Investment Management Corp | 1,519,534 | $1,369 萬 | 0.12% | +784,498+106.7% | 加碼 |
| Jane Street Group, LLC | 1,834,679 | $1,653 萬 | 0.03% | +50,051+2.8% | 加碼 |
| Perpetual Ltd | 1,864,459 | $1,680 萬 | 0.18% | +10,626+0.6% | 加碼 |
| Millennium Management LLC | 1,993,043 | $1,796 萬 | 0.02% | +602,962+43.4% | 加碼 |
| HSBC Holdings PLC | 2,158,634 | $1,941 萬 | 0.01% | +44,485+2.1% | 加碼 |
| Blue Creek Capital Management Ltd | 2,210,851 | $1,992 萬 | 18.85% | +2,210,851 | 新進 |
| WCM Investment Management, LLC | 2,260,044 | $2,079 萬 | 0.05% | −132,456−5.5% | 減碼 |
| Pictet Asset Management Holding SA | 2,417,475 | $2,178 萬 | 0.02% | −905,657−27.3% | 減碼 |
| State Street Corp | 2,609,508 | $2,351 萬 | 0.00% | +155,834+6.4% | 加碼 |
| Ameriprise Financial Inc | 2,762,386 | $2,489 萬 | 0.01% | +790,565+40.1% | 加碼 |
| UBS Group AG | 3,122,587 | $2,813 萬 | 0.01% | −243,539−7.2% | 減碼 |
| Brilliance Asset Management Ltd | 3,239,456 | $2,919 萬 | 7.47% | −1,045,285−24.4% | 減碼 |
| North of South Capital LLP | 3,256,359 | $2,934 萬 | 4.45% | +3,256,359 | 新進 |
| Polunin Capital Partners Ltd | 3,337,424 | $2,963 萬 | 6.93% | +3,337,424 | 新進 |
| Robeco Institutional Asset Management B.V. | 3,701,028 | $3,335 萬 | 0.07% | +353,891+10.6% | 加碼 |
| Pinpoint Asset Management Ltd | 3,912,494 | $3,525 萬 | 7.57% | −3,936,562−50.2% | 減碼 |
| Yunqi Capital Ltd | 3,915,300 | $3,528 萬 | 22.14% | +550,000+16.3% | 加碼 |
| Qube Research & Technologies Ltd | 3,931,621 | $3,542 萬 | 0.06% | +931,345+31.0% | 加碼 |
| Citadel Advisors LLC | 4,191,544 | $3,777 萬 | 0.04% | −194,480−4.4% | 減碼 |
| Voloridge Investment Management, LLC | 4,293,710 | $3,869 萬 | 0.14% | −269,067−5.9% | 減碼 |
| Alpine Investment Management Ltd | 4,561,762 | $4,110 萬 | 27.27% | +3,719,506+441.6% | 加碼 |
| Nomura Asset Management Co Ltd | 5,156,188 | $4,646 萬 | 0.14% | +444,884+9.4% | 加碼 |
| SB Investment Advisers (UK) Ltd | 5,165,391 | $4,654 萬 | 0.38% | −3,167,166−38.0% | 減碼 |
| E Fund Management Co., Ltd. | 5,222,878 | $4,706 萬 | 2.42% | +18,972+0.4% | 加碼 |
| Sylebra Capital LLC | 6,509,215 | $5,865 萬 | 1.94% | −1,502,703−18.8% | 減碼 |
| Matthews International Capital Management LLC | 6,512,671 | $5,868 萬 | 9.66% | −424,098−6.1% | 減碼 |
| Bank of America Corp | 7,442,931 | $6,706 萬 | 0.01% | +1,749,164+30.7% | 加碼 |
| Janus Henderson Group PLC | 7,924,957 | $7,139 萬 | 0.04% | −3,010,895−27.5% | 減碼 |
| Norges Bank | 8,462,572 | $7,625 萬 | 0.01% | +71,597+0.9% | 加碼 |
| Bamco Inc | 10,405,899 | $9,376 萬 | 0.25% | +125,853+1.2% | 加碼 |
| Goldman Sachs Group Inc | 11,565,811 | $1.04 億 | 0.02% | −266,274−2.3% | 減碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.18 億 | 0.86% | 00.0% | 不變 |
| First Beijing Investment Ltd | 13,740,729 | $1.24 億 | 9.09% | +13,740,729 | 新進 |
| Baillie Gifford & Co | 15,417,727 | $1.39 億 | 0.10% | 00.0% | 不變 |
| Oceanlink Management Ltd. | 16,132,559 | $1.45 億 | 21.72% | +8,265,808+105.1% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 20,275,184 | $1.83 億 | 20.18% | +2,679,900+15.2% | 加碼 |
| Farallon Capital Management, L.L.C. | 20,665,548 | $1.86 億 | 1.02% | −5,184,755−20.1% | 減碼 |
| SC China Holding Ltd | 21,873,415 | $1.94 億 | 7.51% | +10.0% | 加碼 |
| All-Stars Investment Ltd | 24,186,610 | $2.18 億 | 89.29% | −7,133,052−22.8% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 24,217,383 | $2.18 億 | 6.93% | −2,768,241−10.3% | 減碼 |
| Alkeon Capital Management LLC | 24,276,570 | $2.19 億 | 1.20% | +921,820+3.9% | 加碼 |
| Krane Funds Advisors LLC | 25,944,017 | $2.34 億 | 8.40% | −1,504,961−5.5% | 減碼 |
| JPMorgan Chase & Co | 27,491,651 | $2.48 億 | 0.02% | −5,031,886−15.5% | 減碼 |
| Morgan Stanley | 27,647,267 | $2.49 億 | 0.02% | +2,646,972+10.6% | 加碼 |
| FIL Ltd | 28,261,826 | $2.55 億 | 0.23% | +10,694,113+60.9% | 加碼 |
| Vanguard Group Inc | 28,647,742 | $2.58 億 | 0.00% | +2,925,175+11.4% | 加碼 |
| Invesco Ltd. | 31,002,105 | $2.79 億 | 0.05% | +823,941+2.7% | 加碼 |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −16,776,591−100.0% | 清倉 |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −5,700,988−100.0% | 清倉 |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −3,966,866−100.0% | 清倉 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −1,103,670−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −869,267−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −854,104−100.0% | 清倉 |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −811,008−100.0% | 清倉 |
| MIC Capital Management UK LLP | 0 | $0 | 0.00% | −630,697−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −454,600−100.0% | 清倉 |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −382,600−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −362,808−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −302,325−100.0% | 清倉 |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −196,865−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −179,341−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −139,100−100.0% | 清倉 |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −119,000−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −116,191−100.0% | 清倉 |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −61,034−100.0% | 清倉 |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −44,789−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −44,251−100.0% | 清倉 |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −54,700−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −35,964−100.0% | 清倉 |
| AlpInvest Partners B.V. | 0 | $0 | 0.00% | −35,916−100.0% | 清倉 |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −28,567−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −17,800−100.0% | 清倉 |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −17,212−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,834−100.0% | 清倉 |