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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 季與 2024 年第 4 季比較

持有 Full Truck Alliance Co. Ltd. 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

YMM 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數1953247+55
股數6.40 億567.3 萬6.53 億+1,882 萬 (+3.0%)
市值$69.3 億$6,139 萬$83.2 億+$14.6 億 (+21.3%)

3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(69 家)

2025 年第 1 季季末持有 Full Truck Alliance Co. Ltd.、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 YMM 的機構
機構股數市值佔組合 %
Kontiki Capital Management (HK) Ltd.6,368,026$8,132 萬5.85%
Nuveen, LLC4,693,271$5,993 萬0.02%
APG Asset Management N.V.4,758,400$5,625 萬0.17%
Mitsubishi UFJ Trust & Banking Corp2,313,058$2,954 萬0.08%
Cederberg Capital Ltd1,984,500$2,534 萬9.79%
Point72 Hong Kong Ltd1,418,459$1,811 萬1.29%
Point72 Asset Management, L.P.1,035,457$1,322 萬0.04%
Alliancebernstein L.P.922,602$1,178 萬0.00%
Susquehanna Fundamental Investments, LLC884,244$1,129 萬0.19%
Cubist Systematic Strategies, LLC690,426$881.7 萬0.12%
Lazard Asset Management LLC589,356$752.5 萬0.01%
Wellington Management Group LLP532,858$680.5 萬0.00%
Jump Financial, LLC528,834$675.3 萬0.10%
Public Employees Retirement System of Ohio453,844$579.6 萬0.02%
Thornburg Investment Management Inc436,514$557.4 萬0.08%
Russell Investments Group, Ltd.373,531$477.0 萬0.01%
La Banque Postale Asset Management SA330,000$421.4 萬0.07%
Mawer Investment Management Ltd.302,500$386.3 萬0.02%
UBS Oconnor LLC257,750$329.1 萬0.08%
Allianz Asset Management GmbH242,523$309.7 萬0.00%
Acadian Asset Management LLC210,760$269.1 萬0.01%
Myriad Asset Management US LP195,444$249.6 萬1.05%
Alps Advisors Inc138,100$176.4 萬0.01%
Parametrica Management Ltd125,877$160.7 萬2.71%
AIA Group Ltd114,651$146.4 萬0.04%
Barclays PLC114,074$145.7 萬0.00%
Simplex Trading, LLC91,829$117.2 萬0.04%
Marshall Wace, LLP83,158$106.2 萬0.00%
PEAK6 LLC82,593$105.5 萬0.04%
Caxton Associates LLP80,903$103.3 萬0.04%
Engineers Gate Manager LP74,877$95.6 萬0.02%
Arrowstreet Capital, Limited Partnership69,375$88.6 萬0.00%
Lighthouse Investment Partners, LLC68,532$87.5 萬0.04%
Calamos Advisors LLC65,800$84.0 萬0.00%
O'Neil Global Advisors, Inc.61,038$77.9 萬1.47%
Mangrove Partners59,350$75.8 萬0.09%
XTX Topco Ltd52,661$67.2 萬0.03%
Bayesian Capital Management, LP48,700$62.2 萬0.10%
Diversified Trust Co46,100$58.9 萬0.01%
Centiva Capital, LP32,388$41.4 萬0.02%
Altfest L J & Co Inc28,905$36.9 萬0.05%
National Bank of Canada27,457$35.1 萬0.00%
Summit Global Investments26,510$33.9 萬0.02%
Custom Index Systems, LLC25,152$32.1 萬0.16%
Hudson Bay Capital Management LP25,000$31.9 萬0.00%
QRG Capital Management, Inc.24,702$31.5 萬0.00%
Harbour Capital Advisors, LLC23,900$29.9 萬0.07%
Deltec Asset Management LLC20,500$26.2 萬0.06%
Fox Run Management, L.L.C.20,231$25.8 萬0.04%
Prelude Capital Management, LLC20,049$25.6 萬0.03%
E Fund Management (Hong Kong) Co., Ltd.17,358$22.2 萬0.20%
Atria Wealth Solutions, Inc.16,630$21.2 萬0.00%
Two Sigma Advisers, LP16,100$20.6 萬0.00%
Walleye Trading LLC13,996$17.9 萬0.01%
Brinker Capital Investments, LLC12,654$16.2 萬0.00%
Orion Portfolio Solutions, LLC12,654$16.2 萬0.00%
Optiver Holding B.V.5,586$7.13 萬0.00%
US Bancorp3,121$3.99 萬0.00%
Coldstream Capital Management Inc2,320$2.96 萬0.00%
Atlas Capital Advisors LLC2,246$2.87 萬0.00%
Amiral Gestion2,118$2.70 萬0.01%
Compagnie Lombard Odier SCmA1,600$2.04 萬0.00%
Park Place Capital Corp944$1.21 萬0.00%
Hantz Financial Services, Inc.510$7,0000.00%
CIBC Private Wealth Group, LLC169$1,7510.00%
The PNC Financial Services Group, Inc.121$1,5450.00%
Rakuten Securities, Inc.118$1,5070.00%
NewSquare Capital LLC25$3190.00%
Sierra Ocean, LLC24$3060.00%

清倉機構(14 家)

2024 年第 4 季季末持有 Full Truck Alliance Co. Ltd.、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 YMM 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
SC China Holding Ltd2,721,822$3,084 萬
IvyRock Asset Management (HK) Ltd1,023,100$1,107 萬
Capitolis Liquid Global Markets LLC1,000,000$1,082 萬
Healthcare of Ontario Pension Plan Trust Fund896,500$970.0 萬
Trexquant Investment LP399,891$432.7 萬
AI-Squared Management Ltd292,000$315.9 萬
Canada Pension Plan Investment Board288,100$311.7 萬
Catalyst Funds Management Pty Ltd130,100$140.8 萬
Maple-Brown Abbott Ltd117,472$127.1 萬
Y-Intercept (Hong Kong) Ltd93,762$101.5 萬
Oasis Management Co Ltd.50,000$54.1 萬
IMC-Chicago, LLC24,268$26.3 萬
Gsa Capital Partners LLP16,446$17.8 萬
Caption Management, LLC9,000$9.74 萬

尚未申報 2025 年第 1 季的機構(3 家)

2024 年第 4 季季末持有 Full Truck Alliance Co. Ltd.、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 YMM、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC5,578,207$6,036 萬
Caxton Associates LP83,122$89.9 萬
Vise Technologies, Inc.12,053$13.0 萬