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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 164,281 | $148.0 萬 | 0.11% | +125,001+318.2% | 加碼 |
| Schroder Investment Management Group | 153,322 | $141.1 萬 | 0.00% | +14,020+10.1% | 加碼 |
| Toroso Investments, LLC | 139,597 | $125.8 萬 | 0.01% | +139,597 | 新進 |
| Quantbot Technologies LP | 121,258 | $109.3 萬 | 0.04% | +118,321+4,028.6% | 加碼 |
| Geode Capital Management, LLC | 118,404 | $106.7 萬 | 0.00% | +4,235+3.7% | 加碼 |
| WT Asset Management Ltd | 113,000 | $101.8 萬 | 0.20% | 00.0% | 不變 |
| Engineers Gate Manager LP | 110,780 | $99.8 萬 | 0.02% | +81,330+276.2% | 加碼 |
| Headlands Technologies LLC | 103,076 | $92.9 萬 | 0.11% | +103,076 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 102,540 | $92.4 萬 | 0.00% | +11,894+13.1% | 加碼 |
| Profund Advisors LLC | 99,982 | $90.1 萬 | 0.03% | −5,052−4.8% | 減碼 |
| Trexquant Investment LP | 94,219 | $84.9 萬 | 0.01% | +94,219 | 新進 |
| Deutsche Bank AG | 86,077 | $77.6 萬 | 0.00% | +30,620+55.2% | 加碼 |
| Bank of New York Mellon Corp | 85,953 | $77.4 萬 | 0.00% | −1,523−1.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 85,160 | $76.7 萬 | 0.02% | +45,037+112.2% | 加碼 |
| Caxton Associates LP | 84,609 | $76.2 萬 | 0.03% | −13,297−13.6% | 減碼 |
| Scientech Research LLC | 79,130 | $71.3 萬 | 0.14% | +59,691+307.1% | 加碼 |
| Handelsbanken Fonder AB | 75,100 | $67.7 萬 | 0.00% | 00.0% | 不變 |
| Banco BTG Pactual S.A. | 68,000 | $61.3 萬 | 0.16% | 00.0% | 不變 |
| Altfest L J & Co Inc | 67,290 | $60.6 萬 | 0.08% | +67,290 | 新進 |
| Maple-Brown Abbott Ltd | 57,372 | $51.7 萬 | 0.05% | +57,372 | 新進 |
| Burgundy Asset Management Ltd. | 55,799 | $50.3 萬 | 0.00% | +20,494+58.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,000 | $45.1 萬 | 0.00% | +20,000+66.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 49,900 | $45.0 萬 | 0.00% | −1,935,300−97.5% | 減碼 |
| Centiva Capital, LP | 48,773 | $43.9 萬 | 0.02% | +670+1.4% | 加碼 |
| Gsa Capital Partners LLP | 46,174 | $41.6 萬 | 0.03% | −167,796−78.4% | 減碼 |
| NFJ Investment Group, LLC | 44,388 | $40.0 萬 | 0.01% | −5,663−11.3% | 減碼 |
| Barometer Capital Management Inc. | 41,417 | $37.3 萬 | 0.11% | 00.0% | 不變 |
| Vident Advisory, LLC | 40,008 | $36.0 萬 | 0.01% | −1,317−3.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 34,600 | $31.2 萬 | 0.00% | +34,600 | 新進 |
| Crossmark Global Holdings, Inc. | 30,102 | $27.2 萬 | 0.00% | +9,210+44.1% | 加碼 |
| Two Sigma Securities, LLC | 29,752 | $26.8 萬 | 0.02% | +29,752 | 新進 |
| EntryPoint Capital, LLC | 29,483 | $26.6 萬 | 0.15% | +11,009+59.6% | 加碼 |
| Simplex Trading, LLC | 29,052 | $26.1 萬 | 0.01% | −4,162−12.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 23,547 | $21.7 萬 | 0.00% | −11,861−33.5% | 減碼 |
| Hexagon Capital Partners LLC | 23,819 | $21.5 萬 | 0.04% | −2,000−7.7% | 減碼 |
| Bryn Mawr Trust Co | 23,000 | $20.7 萬 | 0.00% | +23,000 | 新進 |
| Mariner, LLC | 22,675 | $20.4 萬 | 0.00% | +8,642+61.6% | 加碼 |
| JustInvest LLC | 22,550 | $20.3 萬 | 0.00% | −3,419−13.2% | 減碼 |
| Tudor Investment Corp Et Al | 22,469 | $20.2 萬 | 0.00% | +22,469 | 新進 |
| LMR Partners LLP | 22,235 | $20.0 萬 | 0.00% | −97,765−81.5% | 減碼 |
| Standard Life Aberdeen plc | 18,518 | $16.7 萬 | 0.00% | −16,696−47.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 16,966 | $15.9 萬 | 0.00% | −1,602−8.6% | 減碼 |
| Aigen Investment Management, LP | 16,753 | $15.1 萬 | 0.03% | +16,753 | 新進 |
| Keywise Capital Management (HK) Ltd | 16,300 | $14.7 萬 | 0.01% | +16,300 | 新進 |
| Rhumbline Advisers | 14,269 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 12,882 | $11.6 萬 | 0.03% | +12,882 | 新進 |
| Caption Management, LLC | 12,000 | $10.8 萬 | 0.01% | +12,000 | 新進 |
| UBS Oconnor LLC | 11,473 | $10.3 萬 | 0.00% | −385,717−97.1% | 減碼 |
| Walleye Capital LLC | 11,438 | $10.3 萬 | 0.00% | −476,596−97.7% | 減碼 |
| Atomi Financial Group, Inc. | 10,908 | $9.83 萬 | 0.01% | −1,144−9.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 10,478 | $9.40 萬 | 0.00% | −686−6.1% | 減碼 |
| Ronald Blue Trust, Inc. | 9,999 | $8.04 萬 | 0.00% | +5,226+109.5% | 加碼 |
| Advisors Asset Management, Inc. | 8,915 | $8.03 萬 | 0.00% | −3,553−28.5% | 減碼 |
| Shen Neil Nanpeng | 7,174 | $5.67 萬 | 45.59% | 00.0% | 不變 |
| FMR LLC | 4,332 | $3.90 萬 | 0.00% | −492−10.2% | 減碼 |
| Royal Bank of Canada | 2,747 | $2.50 萬 | 0.00% | −3,219−54.0% | 減碼 |
| Natixis | 2,069 | $1.90 萬 | 0.00% | −114−5.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,000 | $1.80 萬 | 0.00% | +2,000 | 新進 |
| Byrne Asset Management LLC | 1,170 | $1.05 萬 | 0.01% | 00.0% | 不變 |
| Ci Investments Inc. | 1,130 | $1.00 萬 | 0.00% | −410−26.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 959 | $8,644 | 0.00% | +175+22.3% | 加碼 |
| Pacer Advisors, Inc. | 777 | $7,001 | 0.00% | +126+19.4% | 加碼 |
| Private Trust Co NA | 625 | $5,631 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 553 | $4,983 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 529 | $4,766 | 0.00% | +529 | 新進 |
| Glen Eagle Advisors, LLC | 508 | $4,576 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 242 | $2,180 | 0.00% | +122+101.7% | 加碼 |
| Sunbelt Securities, Inc. | 100 | $901 | 0.00% | +100 | 新進 |
| Farther Finance Advisors, LLC | 91 | $820 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 23 | $207 | 0.00% | 00.0% | 不變 |
| 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 |