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 4 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2024/12/31 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
- 195
- 較 2024 年第 3 季 +25 家
- 持有股數
- 6.40 億
- 較 2024 年第 3 季 +1.03 億 (+19.1%)
- 總市值
- $69.3 億
- 較 2024 年第 3 季 +$20.9 億 (+43.2%)
- 新進機構
- 48
- 另有 61 家加碼
- 清倉機構
- 23
- 另有 69 家減碼
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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FIL Ltd | 51,730,620 | $5.60 億 | 0.52% | +23,468,794+83.0% | 加碼 |
| Morgan Stanley | 38,790,614 | $4.20 億 | 0.03% | +11,143,347+40.3% | 加碼 |
| JPMorgan Chase & Co | 37,875,367 | $4.10 億 | 0.03% | +10,383,716+37.8% | 加碼 |
| First Beijing Investment Ltd | 31,241,548 | $3.38 億 | 24.00% | +17,500,819+127.4% | 加碼 |
| Invesco Ltd. | 30,048,308 | $3.25 億 | 0.06% | −953,797−3.1% | 減碼 |
| Vanguard Group Inc | 28,943,043 | $3.13 億 | 0.01% | +295,301+1.0% | 加碼 |
| SB Investment Advisers (UK) Ltd | 26,084,929 | $2.82 億 | 2.48% | +20,919,538+405.0% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 26,019,803 | $2.82 億 | 8.89% | +1,802,420+7.4% | 加碼 |
| All-Stars Investment Ltd | 22,686,610 | $2.45 億 | 89.90% | −1,500,000−6.2% | 減碼 |
| Krane Funds Advisors LLC | 21,276,137 | $2.30 億 | 9.42% | −4,667,880−18.0% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 20,275,184 | $2.19 億 | 23.81% | 00.0% | 不變 |
| Farallon Capital Management, L.L.C. | 16,585,095 | $1.79 億 | 0.95% | −4,080,453−19.7% | 減碼 |
| Oceanlink Management Ltd. | 15,705,344 | $1.70 億 | 21.50% | −427,215−2.6% | 減碼 |
| Aspex Management (HK) Ltd | 15,208,627 | $1.65 億 | 4.45% | +15,208,627 | 新進 |
| Baillie Gifford & Co | 15,043,697 | $1.63 億 | 0.13% | −374,030−2.4% | 減碼 |
| Alkeon Capital Management LLC | 13,921,570 | $1.51 億 | 0.87% | −10,355,000−42.7% | 減碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.41 億 | 1.14% | 00.0% | 不變 |
| BlackRock, Inc. | 10,620,745 | $1.15 億 | 0.00% | +9,157,276+625.7% | 加碼 |
| Goldman Sachs Group Inc | 10,186,065 | $1.10 億 | 0.02% | −1,379,746−11.9% | 減碼 |
| Bamco Inc | 10,078,316 | $1.09 億 | 0.28% | −327,583−3.1% | 減碼 |
| Norges Bank | 9,394,530 | $1.02 億 | 0.01% | +931,958+11.0% | 加碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $9,706 萬 | 100.00% | +8,970,263 | 新進 |
| Voloridge Investment Management, LLC | 7,164,914 | $7,752 萬 | 0.27% | +2,871,204+66.9% | 加碼 |
| Bank of America Corp | 6,761,070 | $7,315 萬 | 0.01% | −681,861−9.2% | 減碼 |
| Sylebra Capital LLC | 6,509,215 | $7,043 萬 | 2.64% | 00.0% | 不變 |
| Pinpoint Asset Management Ltd | 6,287,153 | $6,803 萬 | 12.06% | +2,374,659+60.7% | 加碼 |
| Sands Capital Management, LLC | 6,158,039 | $6,663 萬 | 0.20% | +6,158,039 | 新進 |
| North of South Capital LLP | 5,692,489 | $6,159 萬 | 7.48% | +2,436,130+74.8% | 加碼 |
| Nuveen Asset Management, LLC | 5,578,207 | $6,036 萬 | 0.02% | +5,578,207 | 新進 |
| FMR LLC | 5,466,711 | $5,915 萬 | 0.00% | +5,462,379+126,093.7% | 加碼 |
| Davis Selected Advisers | 5,400,391 | $5,843 萬 | 0.34% | +5,400,391 | 新進 |
| E Fund Management Co., Ltd. | 4,845,117 | $5,242 萬 | 2.63% | −377,761−7.2% | 減碼 |
| Keywise Capital Management (HK) Ltd | 4,234,400 | $4,582 萬 | 3.79% | +4,218,100+25,877.9% | 加碼 |
| Softbank Group Corp | 4,220,001 | $4,566 萬 | 0.20% | +3,109,250+279.9% | 加碼 |
| Brilliance Asset Management Ltd | 4,193,580 | $4,537 萬 | 10.22% | +954,124+29.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,173,283 | $4,515 萬 | 0.03% | +4,173,283 | 新進 |
| UBS Group AG | 4,058,707 | $4,392 萬 | 0.01% | +936,120+30.0% | 加碼 |
| Ameriprise Financial Inc | 3,804,467 | $4,116 萬 | 0.01% | +1,042,081+37.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 3,457,258 | $3,741 萬 | 0.07% | −243,770−6.6% | 減碼 |
| Polunin Capital Partners Ltd | 3,308,322 | $3,725 萬 | 9.21% | −29,102−0.9% | 減碼 |
| Nomura Asset Management Co Ltd | 3,406,204 | $3,686 萬 | 0.11% | −1,749,984−33.9% | 減碼 |
| Matthews International Capital Management LLC | 3,289,042 | $3,559 萬 | 7.27% | −3,223,629−49.5% | 減碼 |
| Janus Henderson Group PLC | 2,929,824 | $3,169 萬 | 0.02% | −4,995,133−63.0% | 減碼 |
| SC China Holding Ltd | 2,721,822 | $3,084 萬 | 1.30% | −19,151,593−87.6% | 減碼 |
| State Street Corp | 2,745,280 | $2,970 萬 | 0.00% | +135,772+5.2% | 加碼 |
| HSBC Holdings PLC | 2,480,430 | $2,686 萬 | 0.02% | +321,796+14.9% | 加碼 |
| Pictet Asset Management Holding SA | 2,349,189 | $2,542 萬 | 0.03% | −68,286−2.8% | 減碼 |
| Alberta Investment Management Corp | 2,089,167 | $2,260 萬 | 0.15% | +569,633+37.5% | 加碼 |
| Citadel Advisors LLC | 2,003,521 | $2,168 萬 | 0.02% | −2,188,023−52.2% | 減碼 |
| Perpetual Ltd | 1,786,969 | $1,934 萬 | 0.23% | −77,490−4.2% | 減碼 |
| Blue Creek Capital Management Ltd | 1,696,313 | $1,835 萬 | 25.14% | −514,538−23.3% | 減碼 |
| Qube Research & Technologies Ltd | 1,644,193 | $1,779 萬 | 0.03% | −2,287,428−58.2% | 減碼 |
| GF Fund Management Co. Ltd. | 1,532,146 | $1,658 萬 | 0.36% | +1,532,146 | 新進 |
| Jane Street Group, LLC | 1,512,884 | $1,637 萬 | 0.03% | −321,795−17.5% | 減碼 |
| Highlander Partners, L.P. | 1,488,237 | $1,610 萬 | 9.15% | 00.0% | 不變 |
| Legal & General Group Plc | 1,443,965 | $1,562 萬 | 0.00% | +151,135+11.7% | 加碼 |
| Yunqi Capital Ltd | 1,438,500 | $1,556 萬 | 9.94% | −2,476,800−63.3% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,363,614 | $1,475 萬 | 2.17% | +1,063,614+354.5% | 加碼 |
| Walleye Capital LLC | 1,335,569 | $1,445 萬 | 0.14% | +1,324,131+11,576.6% | 加碼 |
| Federated Hermes, Inc. | 1,327,381 | $1,436 萬 | 0.03% | +532,549+67.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,195,704 | $1,294 萬 | 0.01% | +285,106+31.3% | 加碼 |
| Squarepoint Ops LLC | 1,140,374 | $1,234 萬 | 0.03% | +15,800+1.4% | 加碼 |
| Van Eck Associates Corp | 1,059,536 | $1,147 萬 | 0.01% | −320,727−23.2% | 減碼 |
| Citigroup Inc | 1,050,366 | $1,136 萬 | 0.01% | +566,897+117.3% | 加碼 |
| Liontrust Investment Partners LLP | 1,040,461 | $1,126 萬 | 0.16% | +310,467+42.5% | 加碼 |
| California Public Employees Retirement System | 1,035,910 | $1,121 萬 | 0.01% | −42,053−3.9% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 1,023,100 | $1,107 萬 | 4.92% | −392,100−27.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,017,584 | $1,101 萬 | 0.03% | +967,584+1,935.2% | 加碼 |
| Woodline Partners LP | 1,014,240 | $1,097 萬 | 0.07% | +1,014,240 | 新進 |
| Pinebridge Investments, L.P. | 1,004,308 | $1,087 萬 | 0.08% | +147,258+17.2% | 加碼 |
| Capitolis Liquid Global Markets LLC | 1,000,000 | $1,082 萬 | 0.11% | 00.0% | 不變 |
| HarbourVest Partners LLC | 957,580 | $1,036 萬 | 5.11% | 00.0% | 不變 |
| Burgundy Asset Management Ltd. | 915,700 | $990.8 萬 | 0.10% | +859,901+1,541.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 896,500 | $970.0 萬 | 0.02% | +846,600+1,696.6% | 加碼 |
| Charles Schwab Investment Management Inc | 891,591 | $964.7 萬 | 0.00% | −20,420−2.2% | 減碼 |
| Schroder Investment Management Group | 859,444 | $929.9 萬 | 0.01% | +706,122+460.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 831,023 | $899.2 萬 | 0.01% | +81,389+10.9% | 加碼 |
| Twenty Acre Capital LP | 811,200 | $877.7 萬 | 7.17% | +11,900+1.5% | 加碼 |
| SG Americas Securities, LLC | 715,426 | $774.1 萬 | 0.03% | −484,759−40.4% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 704,944 | $762.5 萬 | 0.22% | +1740.0% | 加碼 |
| Price T Rowe Associates Inc | 697,661 | $754.9 萬 | 0.00% | −348,828−33.3% | 減碼 |
| Millennium Management LLC | 593,590 | $642.3 萬 | 0.01% | −1,399,453−70.2% | 減碼 |
| Keystone Investors Pte Ltd | 591,952 | $640.5 萬 | 0.45% | +591,952 | 新進 |
| WT Asset Management Ltd | 558,800 | $604.6 萬 | 0.67% | +445,800+394.5% | 加碼 |
| SEI Investments Co | 541,547 | $586.0 萬 | 0.01% | −95,262−15.0% | 減碼 |
| Octahedron Capital Management L.P. | 524,000 | $567.0 萬 | 5.38% | +204,000+63.7% | 加碼 |
| Westpac Banking Corp | 520,006 | $562.6 萬 | 0.37% | −58,269−10.1% | 減碼 |
| GAM Holding AG | 456,786 | $494.2 萬 | 0.37% | +133,625+41.3% | 加碼 |
| Kadensa Capital Ltd | 452,080 | $489.2 萬 | 0.59% | +452,080 | 新進 |
| Polymer Capital Management (HK) LTD | 430,672 | $466.0 萬 | 0.82% | −38,328−8.2% | 減碼 |
| TB Alternative Assets Ltd. | 403,766 | $436.9 萬 | 1.12% | −75,700−15.8% | 減碼 |
| Trexquant Investment LP | 399,891 | $432.7 萬 | 0.05% | +305,672+324.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 378,170 | $408.8 萬 | 0.19% | −167,347−30.7% | 減碼 |
| ABS Direct Equity Fund LLC | 373,700 | $404.3 萬 | 4.69% | −113,700−23.3% | 減碼 |
| China Universal Asset Management Co., Ltd. | 353,000 | $381.9 萬 | 0.36% | −67,000−16.0% | 減碼 |
| Macquarie Group Ltd | 329,162 | $356.2 萬 | 0.00% | −4,813−1.4% | 減碼 |
| Two Sigma Investments, LP | 303,001 | $327.8 萬 | 0.01% | 00.0% | 不變 |
| Franklin Resources Inc | 302,288 | $327.1 萬 | 0.00% | +24,322+8.7% | 加碼 |
| AI-Squared Management Ltd | 292,000 | $315.9 萬 | 3.22% | +292,000 | 新進 |
| Canada Pension Plan Investment Board | 288,100 | $311.7 萬 | 0.00% | −100.0% | 減碼 |