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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 91,829 | $117.2 萬 | 0.04% | +91,829 | 新進 |
| Veritas Asset Management LLP | 99,006 | $126.4 萬 | 0.01% | +26,122+35.8% | 加碼 |
| First Trust Advisors LP | 99,828 | $127.5 萬 | 0.00% | +30,302+43.6% | 加碼 |
| ABS Direct Equity Fund LLC | 101,000 | $129.0 萬 | 1.73% | −272,700−73.0% | 減碼 |
| Profund Advisors LLC | 102,226 | $130.5 萬 | 0.06% | +8,888+9.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 103,356 | $132.0 萬 | 0.01% | −906−0.9% | 減碼 |
| Northwest & Ethical Investments L.P. | 108,623 | $138.7 萬 | 0.04% | −37,780−25.8% | 減碼 |
| Barclays PLC | 114,074 | $145.7 萬 | 0.00% | +114,074 | 新進 |
| AIA Group Ltd | 114,651 | $146.4 萬 | 0.04% | +114,651 | 新進 |
| Toroso Investments, LLC | 122,936 | $157.0 萬 | 0.01% | +6,266+5.4% | 加碼 |
| Parametrica Management Ltd | 125,877 | $160.7 萬 | 2.71% | +125,877 | 新進 |
| Antipodes Partners Ltd | 126,834 | $162.0 萬 | 0.05% | +79,573+168.4% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 129,100 | $164.9 萬 | 1.31% | +34,600+36.6% | 加碼 |
| LMR Partners LLP | 130,000 | $166.0 萬 | 0.03% | +102,119+366.3% | 加碼 |
| Alps Advisors Inc | 138,100 | $176.4 萬 | 0.01% | +138,100 | 新進 |
| Geode Capital Management, LLC | 143,179 | $182.8 萬 | 0.00% | +5,548+4.0% | 加碼 |
| Raiffeisen Bank International AG | 173,900 | $224.3 萬 | 0.04% | 00.0% | 不變 |
| SIH Partners, LLLP | 175,700 | $224.4 萬 | 0.20% | −28,000−13.7% | 減碼 |
| Caas Capital Management LP | 195,371 | $249.5 萬 | 1.18% | 00.0% | 不變 |
| Myriad Asset Management US LP | 195,444 | $249.6 萬 | 1.05% | +195,444 | 新進 |
| Penserra Capital Management LLC | 199,729 | $255.0 萬 | 0.05% | −11,748−5.6% | 減碼 |
| Standard Life Aberdeen plc | 205,316 | $262.2 萬 | 0.01% | +182,611+804.3% | 加碼 |
| Northern Trust Corp | 208,875 | $266.7 萬 | 0.00% | +68,385+48.7% | 加碼 |
| Acadian Asset Management LLC | 210,760 | $269.1 萬 | 0.01% | +210,760 | 新進 |
| Ramirez Asset Management, Inc. | 214,140 | $273.5 萬 | 0.57% | −12,592−5.6% | 減碼 |
| Nomura Holdings Inc | 228,212 | $291.4 萬 | 0.02% | −30,363−11.7% | 減碼 |
| Optimas Capital Ltd | 229,591 | $293.2 萬 | 4.98% | +141,291+160.0% | 加碼 |
| Allianz Asset Management GmbH | 242,523 | $309.7 萬 | 0.00% | +242,523 | 新進 |
| Octahedron Capital Management L.P. | 249,000 | $318.0 萬 | 2.83% | −275,000−52.5% | 減碼 |
| Abn Amro Investment Solutions | 254,027 | $324.4 萬 | 0.07% | +115,702+83.6% | 加碼 |
| UBS Oconnor LLC | 257,750 | $329.1 萬 | 0.08% | +257,750 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 272,643 | $348.2 萬 | 0.10% | +40,588+17.5% | 加碼 |
| Squarepoint Ops LLC | 280,133 | $357.7 萬 | 0.01% | −860,241−75.4% | 減碼 |
| Union Bancaire Privee, UBP SA | 294,422 | $362.8 萬 | 0.07% | +232,190+373.1% | 加碼 |
| Mawer Investment Management Ltd. | 302,500 | $386.3 萬 | 0.02% | +302,500 | 新進 |
| Macquarie Group Ltd | 329,162 | $420.3 萬 | 0.01% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 330,000 | $421.4 萬 | 0.07% | +330,000 | 新進 |
| Capital Wealth Planning, LLC | 343,239 | $438.3 萬 | 0.04% | +214,304+166.2% | 加碼 |
| China Universal Asset Management Co., Ltd. | 366,500 | $468.0 萬 | 0.44% | +13,500+3.8% | 加碼 |
| Russell Investments Group, Ltd. | 373,531 | $477.0 萬 | 0.01% | +373,531 | 新進 |
| Quantbot Technologies LP | 386,941 | $494.1 萬 | 0.16% | +311,320+411.7% | 加碼 |
| Triata Capital Ltd | 400,019 | $510.8 萬 | 1.16% | +329,736+469.2% | 加碼 |
| GAM Holding AG | 405,876 | $518.3 萬 | 0.40% | −50,910−11.1% | 減碼 |
| Verition Fund Management LLC | 426,453 | $544.6 萬 | 0.03% | +144,296+51.1% | 加碼 |
| Thornburg Investment Management Inc | 436,514 | $557.4 萬 | 0.08% | +436,514 | 新進 |
| Public Employees Retirement System of Ohio | 453,844 | $579.6 萬 | 0.02% | +453,844 | 新進 |
| Schonfeld Strategic Advisors LLC | 501,242 | $640.1 萬 | 0.04% | +481,441+2,431.4% | 加碼 |
| Jump Financial, LLC | 528,834 | $675.3 萬 | 0.10% | +528,834 | 新進 |
| TB Alternative Assets Ltd. | 530,454 | $677.4 萬 | 1.57% | +126,688+31.4% | 加碼 |
| Wellington Management Group LLP | 532,858 | $680.5 萬 | 0.00% | +532,858 | 新進 |
| Two Sigma Investments, LP | 534,601 | $682.7 萬 | 0.01% | +231,600+76.4% | 加碼 |
| Westpac Banking Corp | 560,056 | $715.2 萬 | 0.53% | +40,050+7.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 627,958 | $727.8 萬 | 0.36% | +249,788+66.1% | 加碼 |
| Lazard Asset Management LLC | 589,356 | $752.5 萬 | 0.01% | +589,356 | 新進 |
| Walleye Capital LLC | 674,097 | $860.8 萬 | 0.10% | −661,472−49.5% | 減碼 |
| Twenty Acre Capital LP | 811,200 | $877.7 萬 | 7.17% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 690,426 | $881.7 萬 | 0.12% | +690,426 | 新進 |
| Price T Rowe Associates Inc | 697,661 | $891.0 萬 | 0.00% | 00.0% | 不變 |
| WT Asset Management Ltd | 698,939 | $892.5 萬 | 1.04% | +140,139+25.1% | 加碼 |
| Franklin Resources Inc | 707,039 | $902.9 萬 | 0.00% | +404,751+133.9% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 712,986 | $910.5 萬 | 0.27% | +8,042+1.1% | 加碼 |
| SEI Investments Co | 786,551 | $1,004 萬 | 0.01% | +245,004+45.2% | 加碼 |
| Woodline Partners LP | 791,903 | $1,011 萬 | 0.07% | −222,337−21.9% | 減碼 |
| Man Group plc | 795,585 | $1,016 萬 | 0.03% | +707,550+803.7% | 加碼 |
| Van Eck Associates Corp | 811,428 | $1,036 萬 | 0.01% | −248,108−23.4% | 減碼 |
| Polymer Capital Management (HK) LTD | 833,398 | $1,064 萬 | 1.85% | +402,726+93.5% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 884,244 | $1,129 萬 | 0.19% | +884,244 | 新進 |
| Charles Schwab Investment Management Inc | 907,487 | $1,159 萬 | 0.00% | +15,896+1.8% | 加碼 |
| Alliancebernstein L.P. | 922,602 | $1,178 萬 | 0.00% | +922,602 | 新進 |
| Liontrust Investment Partners LLP | 939,437 | $1,200 萬 | 0.19% | −101,024−9.7% | 減碼 |
| GF Fund Management Co. Ltd. | 947,199 | $1,210 萬 | 0.28% | −584,947−38.2% | 減碼 |
| HarbourVest Partners LLC | 957,580 | $1,223 萬 | 7.95% | 00.0% | 不變 |
| Burgundy Asset Management Ltd. | 991,147 | $1,266 萬 | 0.13% | +75,447+8.2% | 加碼 |
| Point72 Asset Management, L.P. | 1,035,457 | $1,322 萬 | 0.04% | +1,035,457 | 新進 |
| California Public Employees Retirement System | 1,051,193 | $1,342 萬 | 0.01% | +15,283+1.5% | 加碼 |
| Citigroup Inc | 1,079,396 | $1,378 萬 | 0.01% | +29,030+2.8% | 加碼 |
| Yunqi Capital Ltd | 1,084,500 | $1,385 萬 | 13.63% | −354,000−24.6% | 減碼 |
| Federated Hermes, Inc. | 1,223,441 | $1,562 萬 | 0.03% | −103,940−7.8% | 減碼 |
| Kadensa Capital Ltd | 1,288,269 | $1,645 萬 | 2.04% | +836,189+185.0% | 加碼 |
| NS Partners Ltd | 1,413,600 | $1,805 萬 | 0.79% | +1,248,200+754.7% | 加碼 |
| Point72 Hong Kong Ltd | 1,418,459 | $1,811 萬 | 1.29% | +1,418,459 | 新進 |
| Legal & General Group Plc | 1,451,090 | $1,853 萬 | 0.01% | +7,125+0.5% | 加碼 |
| Highlander Partners, L.P. | 1,488,237 | $1,900 萬 | 11.76% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 1,498,085 | $1,913 萬 | 0.02% | +302,381+25.3% | 加碼 |
| Schroder Investment Management Group | 1,501,393 | $1,937 萬 | 0.02% | +641,949+74.7% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,548,266 | $1,977 萬 | 2.69% | +184,652+13.5% | 加碼 |
| Blue Creek Capital Management Ltd | 1,576,313 | $2,013 萬 | 26.11% | −120,000−7.1% | 減碼 |
| Jane Street Group, LLC | 1,619,189 | $2,068 萬 | 0.04% | +106,305+7.0% | 加碼 |
| Perpetual Ltd | 1,961,428 | $2,505 萬 | 0.30% | +174,459+9.8% | 加碼 |
| Cederberg Capital Ltd | 1,984,500 | $2,534 萬 | 9.79% | +1,984,500 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,029,927 | $2,619 萬 | 0.07% | +1,012,343+99.5% | 加碼 |
| Pinebridge Investments, L.P. | 2,125,216 | $2,714 萬 | 0.22% | +1,120,908+111.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,136,697 | $2,729 萬 | 0.02% | −2,036,586−48.8% | 減碼 |
| HSBC Holdings PLC | 2,278,573 | $2,915 萬 | 0.02% | −201,857−8.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,313,058 | $2,954 萬 | 0.08% | +2,313,058 | 新進 |
| Citadel Advisors LLC | 2,316,313 | $2,958 萬 | 0.03% | +312,792+15.6% | 加碼 |
| Pictet Asset Management Holding SA | 2,378,463 | $3,037 萬 | 0.03% | +29,274+1.2% | 加碼 |
| Alberta Investment Management Corp | 2,381,411 | $3,041 萬 | 0.21% | +292,244+14.0% | 加碼 |
| SG Americas Securities, LLC | 2,463,812 | $3,146 萬 | 0.11% | +1,748,386+244.4% | 加碼 |
| State Street Corp | 2,504,008 | $3,198 萬 | 0.00% | −241,272−8.8% | 減碼 |