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。
2025 年第 1 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2025/3/31 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
- 247
- 較 2024 年第 4 季 +55 家
- 持有股數
- 6.53 億
- 較 2024 年第 4 季 +1,882 萬 (+3.0%)
- 總市值
- $83.2 億
- 較 2024 年第 4 季 +$14.6 億 (+21.3%)
- 新進機構
- 69
- 另有 92 家加碼
- 清倉機構
- 14
- 另有 61 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FIL Ltd | 53,818,557 | $6.87 億 | 0.65% | +2,087,937+4.0% | 加碼 |
| JPMorgan Chase & Co | 34,250,299 | $4.37 億 | 0.03% | −3,625,068−9.6% | 減碼 |
| FMR LLC | 33,515,550 | $4.28 億 | 0.03% | +28,048,839+513.1% | 加碼 |
| Invesco Ltd. | 30,965,571 | $3.95 億 | 0.07% | +917,263+3.1% | 加碼 |
| First Beijing Investment Ltd | 29,736,802 | $3.80 億 | 26.07% | −1,504,746−4.8% | 減碼 |
| Vanguard Group Inc | 29,373,877 | $3.75 億 | 0.01% | +430,834+1.5% | 加碼 |
| Morgan Stanley | 26,871,280 | $3.43 億 | 0.02% | −11,919,334−30.7% | 減碼 |
| Krane Funds Advisors LLC | 26,207,165 | $3.35 億 | 9.62% | +4,931,028+23.2% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 25,995,141 | $3.32 億 | 10.28% | −24,662−0.1% | 減碼 |
| All-Stars Investment Ltd | 22,686,613 | $2.90 億 | 89.32% | +30.0% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 18,809,184 | $2.40 億 | 26.80% | −1,466,000−7.2% | 減碼 |
| Oceanlink Management Ltd. | 15,705,344 | $2.01 億 | 26.03% | 00.0% | 不變 |
| Aspex Management (HK) Ltd | 15,208,627 | $1.94 億 | 5.02% | 00.0% | 不變 |
| Baillie Gifford & Co | 14,729,137 | $1.88 億 | 0.16% | −314,560−2.1% | 減碼 |
| Alkeon Capital Management LLC | 13,908,535 | $1.78 億 | 1.05% | −13,035−0.1% | 減碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.67 億 | 1.58% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 10,761,409 | $1.37 億 | 0.03% | +575,344+5.6% | 加碼 |
| Sands Capital Management, LLC | 10,250,292 | $1.31 億 | 0.45% | +4,092,253+66.5% | 加碼 |
| BlackRock, Inc. | 9,607,825 | $1.23 億 | 0.00% | −1,012,920−9.5% | 減碼 |
| Bamco Inc | 9,215,706 | $1.18 億 | 0.35% | −862,610−8.6% | 減碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $1.15 億 | 100.00% | 00.0% | 不變 |
| Norges Bank | 8,007,122 | $1.02 億 | 0.01% | −1,387,408−14.8% | 減碼 |
| Davis Selected Advisers | 7,819,344 | $9,985 萬 | 0.58% | +2,418,953+44.8% | 加碼 |
| Pinpoint Asset Management Ltd | 7,735,913 | $9,879 萬 | 17.27% | +1,448,760+23.0% | 加碼 |
| Farallon Capital Management, L.L.C. | 7,357,207 | $9,395 萬 | 0.51% | −9,227,888−55.6% | 減碼 |
| SB Investment Advisers (UK) Ltd | 7,038,625 | $8,988 萬 | 0.82% | −19,046,304−73.0% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 6,368,026 | $8,132 萬 | 5.85% | +6,368,026 | 新進 |
| North of South Capital LLP | 6,157,928 | $7,864 萬 | 8.78% | +465,439+8.2% | 加碼 |
| Nuveen, LLC | 4,693,271 | $5,993 萬 | 0.02% | +4,693,271 | 新進 |
| Voloridge Investment Management, LLC | 4,484,587 | $5,727 萬 | 0.21% | −2,680,327−37.4% | 減碼 |
| APG Asset Management N.V. | 4,758,400 | $5,625 萬 | 0.17% | +4,758,400 | 新進 |
| Bank of America Corp | 4,404,477 | $5,625 萬 | 0.00% | −2,356,593−34.9% | 減碼 |
| Keywise Capital Management (HK) Ltd | 4,234,400 | $5,407 萬 | 5.96% | 00.0% | 不變 |
| Sylebra Capital LLC | 4,143,748 | $5,292 萬 | 2.67% | −2,365,467−36.3% | 減碼 |
| E Fund Management Co., Ltd. | 4,048,671 | $5,170 萬 | 2.47% | −796,446−16.4% | 減碼 |
| Ameriprise Financial Inc | 4,021,285 | $5,135 萬 | 0.01% | +216,818+5.7% | 加碼 |
| Matthews International Capital Management LLC | 3,573,575 | $4,563 萬 | 9.42% | +284,533+8.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 3,258,225 | $4,161 萬 | 0.08% | −199,033−5.8% | 減碼 |
| Millennium Management LLC | 3,140,460 | $4,010 萬 | 0.04% | +2,546,870+429.1% | 加碼 |
| Softbank Group Corp | 3,124,646 | $3,990 萬 | 0.14% | −1,095,355−26.0% | 減碼 |
| Brilliance Asset Management Ltd | 3,017,455 | $3,853 萬 | 12.74% | −1,176,125−28.0% | 減碼 |
| Keystone Investors Pte Ltd | 3,000,123 | $3,831 萬 | 5.38% | +2,408,171+406.8% | 加碼 |
| Janus Henderson Group PLC | 2,954,095 | $3,810 萬 | 0.02% | +24,271+0.8% | 加碼 |
| Nomura Asset Management Co Ltd | 2,937,592 | $3,751 萬 | 0.11% | −468,612−13.8% | 減碼 |
| UBS Group AG | 2,850,691 | $3,640 萬 | 0.01% | −1,208,016−29.8% | 減碼 |
| Qube Research & Technologies Ltd | 2,727,627 | $3,483 萬 | 0.05% | +1,083,434+65.9% | 加碼 |
| Polunin Capital Partners Ltd | 3,255,746 | $3,373 萬 | 6.81% | −52,576−1.6% | 減碼 |
| State Street Corp | 2,504,008 | $3,198 萬 | 0.00% | −241,272−8.8% | 減碼 |
| SG Americas Securities, LLC | 2,463,812 | $3,146 萬 | 0.11% | +1,748,386+244.4% | 加碼 |
| Alberta Investment Management Corp | 2,381,411 | $3,041 萬 | 0.21% | +292,244+14.0% | 加碼 |
| Pictet Asset Management Holding SA | 2,378,463 | $3,037 萬 | 0.03% | +29,274+1.2% | 加碼 |
| Citadel Advisors LLC | 2,316,313 | $2,958 萬 | 0.03% | +312,792+15.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,313,058 | $2,954 萬 | 0.08% | +2,313,058 | 新進 |
| HSBC Holdings PLC | 2,278,573 | $2,915 萬 | 0.02% | −201,857−8.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,136,697 | $2,729 萬 | 0.02% | −2,036,586−48.8% | 減碼 |
| Pinebridge Investments, L.P. | 2,125,216 | $2,714 萬 | 0.22% | +1,120,908+111.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,029,927 | $2,619 萬 | 0.07% | +1,012,343+99.5% | 加碼 |
| Cederberg Capital Ltd | 1,984,500 | $2,534 萬 | 9.79% | +1,984,500 | 新進 |
| Perpetual Ltd | 1,961,428 | $2,505 萬 | 0.30% | +174,459+9.8% | 加碼 |
| Jane Street Group, LLC | 1,619,189 | $2,068 萬 | 0.04% | +106,305+7.0% | 加碼 |
| Blue Creek Capital Management Ltd | 1,576,313 | $2,013 萬 | 26.11% | −120,000−7.1% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,548,266 | $1,977 萬 | 2.69% | +184,652+13.5% | 加碼 |
| Schroder Investment Management Group | 1,501,393 | $1,937 萬 | 0.02% | +641,949+74.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,498,085 | $1,913 萬 | 0.02% | +302,381+25.3% | 加碼 |
| Highlander Partners, L.P. | 1,488,237 | $1,900 萬 | 11.76% | 00.0% | 不變 |
| Legal & General Group Plc | 1,451,090 | $1,853 萬 | 0.01% | +7,125+0.5% | 加碼 |
| Point72 Hong Kong Ltd | 1,418,459 | $1,811 萬 | 1.29% | +1,418,459 | 新進 |
| NS Partners Ltd | 1,413,600 | $1,805 萬 | 0.79% | +1,248,200+754.7% | 加碼 |
| Kadensa Capital Ltd | 1,288,269 | $1,645 萬 | 2.04% | +836,189+185.0% | 加碼 |
| Federated Hermes, Inc. | 1,223,441 | $1,562 萬 | 0.03% | −103,940−7.8% | 減碼 |
| Yunqi Capital Ltd | 1,084,500 | $1,385 萬 | 13.63% | −354,000−24.6% | 減碼 |
| Citigroup Inc | 1,079,396 | $1,378 萬 | 0.01% | +29,030+2.8% | 加碼 |
| California Public Employees Retirement System | 1,051,193 | $1,342 萬 | 0.01% | +15,283+1.5% | 加碼 |
| Point72 Asset Management, L.P. | 1,035,457 | $1,322 萬 | 0.04% | +1,035,457 | 新進 |
| Burgundy Asset Management Ltd. | 991,147 | $1,266 萬 | 0.13% | +75,447+8.2% | 加碼 |
| HarbourVest Partners LLC | 957,580 | $1,223 萬 | 7.95% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 947,199 | $1,210 萬 | 0.28% | −584,947−38.2% | 減碼 |
| Liontrust Investment Partners LLP | 939,437 | $1,200 萬 | 0.19% | −101,024−9.7% | 減碼 |
| Alliancebernstein L.P. | 922,602 | $1,178 萬 | 0.00% | +922,602 | 新進 |
| Charles Schwab Investment Management Inc | 907,487 | $1,159 萬 | 0.00% | +15,896+1.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 884,244 | $1,129 萬 | 0.19% | +884,244 | 新進 |
| Polymer Capital Management (HK) LTD | 833,398 | $1,064 萬 | 1.85% | +402,726+93.5% | 加碼 |
| Van Eck Associates Corp | 811,428 | $1,036 萬 | 0.01% | −248,108−23.4% | 減碼 |
| Man Group plc | 795,585 | $1,016 萬 | 0.03% | +707,550+803.7% | 加碼 |
| Woodline Partners LP | 791,903 | $1,011 萬 | 0.07% | −222,337−21.9% | 減碼 |
| SEI Investments Co | 786,551 | $1,004 萬 | 0.01% | +245,004+45.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 712,986 | $910.5 萬 | 0.27% | +8,042+1.1% | 加碼 |
| Franklin Resources Inc | 707,039 | $902.9 萬 | 0.00% | +404,751+133.9% | 加碼 |
| WT Asset Management Ltd | 698,939 | $892.5 萬 | 1.04% | +140,139+25.1% | 加碼 |
| Price T Rowe Associates Inc | 697,661 | $891.0 萬 | 0.00% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 690,426 | $881.7 萬 | 0.12% | +690,426 | 新進 |
| Twenty Acre Capital LP | 811,200 | $877.7 萬 | 7.17% | 00.0% | 不變 |
| Walleye Capital LLC | 674,097 | $860.8 萬 | 0.10% | −661,472−49.5% | 減碼 |
| Lazard Asset Management LLC | 589,356 | $752.5 萬 | 0.01% | +589,356 | 新進 |
| Harvest Fund Management Co., Ltd | 627,958 | $727.8 萬 | 0.36% | +249,788+66.1% | 加碼 |
| Westpac Banking Corp | 560,056 | $715.2 萬 | 0.53% | +40,050+7.7% | 加碼 |
| Two Sigma Investments, LP | 534,601 | $682.7 萬 | 0.01% | +231,600+76.4% | 加碼 |
| Wellington Management Group LLP | 532,858 | $680.5 萬 | 0.00% | +532,858 | 新進 |
| TB Alternative Assets Ltd. | 530,454 | $677.4 萬 | 1.57% | +126,688+31.4% | 加碼 |
| Jump Financial, LLC | 528,834 | $675.3 萬 | 0.10% | +528,834 | 新進 |