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 |
|---|---|---|---|---|---|
| Polunin Capital Partners Ltd | 3,255,746 | $3,373 萬 | 6.81% | −52,576−1.6% | 減碼 |
| Qube Research & Technologies Ltd | 2,727,627 | $3,483 萬 | 0.05% | +1,083,434+65.9% | 加碼 |
| UBS Group AG | 2,850,691 | $3,640 萬 | 0.01% | −1,208,016−29.8% | 減碼 |
| Nomura Asset Management Co Ltd | 2,937,592 | $3,751 萬 | 0.11% | −468,612−13.8% | 減碼 |
| Janus Henderson Group PLC | 2,954,095 | $3,810 萬 | 0.02% | +24,271+0.8% | 加碼 |
| Keystone Investors Pte Ltd | 3,000,123 | $3,831 萬 | 5.38% | +2,408,171+406.8% | 加碼 |
| Brilliance Asset Management Ltd | 3,017,455 | $3,853 萬 | 12.74% | −1,176,125−28.0% | 減碼 |
| Softbank Group Corp | 3,124,646 | $3,990 萬 | 0.14% | −1,095,355−26.0% | 減碼 |
| Millennium Management LLC | 3,140,460 | $4,010 萬 | 0.04% | +2,546,870+429.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 3,258,225 | $4,161 萬 | 0.08% | −199,033−5.8% | 減碼 |
| Matthews International Capital Management LLC | 3,573,575 | $4,563 萬 | 9.42% | +284,533+8.7% | 加碼 |
| Ameriprise Financial Inc | 4,021,285 | $5,135 萬 | 0.01% | +216,818+5.7% | 加碼 |
| E Fund Management Co., Ltd. | 4,048,671 | $5,170 萬 | 2.47% | −796,446−16.4% | 減碼 |
| Sylebra Capital LLC | 4,143,748 | $5,292 萬 | 2.67% | −2,365,467−36.3% | 減碼 |
| Keywise Capital Management (HK) Ltd | 4,234,400 | $5,407 萬 | 5.96% | 00.0% | 不變 |
| Bank of America Corp | 4,404,477 | $5,625 萬 | 0.00% | −2,356,593−34.9% | 減碼 |
| APG Asset Management N.V. | 4,758,400 | $5,625 萬 | 0.17% | +4,758,400 | 新進 |
| Voloridge Investment Management, LLC | 4,484,587 | $5,727 萬 | 0.21% | −2,680,327−37.4% | 減碼 |
| Nuveen, LLC | 4,693,271 | $5,993 萬 | 0.02% | +4,693,271 | 新進 |
| North of South Capital LLP | 6,157,928 | $7,864 萬 | 8.78% | +465,439+8.2% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 6,368,026 | $8,132 萬 | 5.85% | +6,368,026 | 新進 |
| SB Investment Advisers (UK) Ltd | 7,038,625 | $8,988 萬 | 0.82% | −19,046,304−73.0% | 減碼 |
| Farallon Capital Management, L.L.C. | 7,357,207 | $9,395 萬 | 0.51% | −9,227,888−55.6% | 減碼 |
| Pinpoint Asset Management Ltd | 7,735,913 | $9,879 萬 | 17.27% | +1,448,760+23.0% | 加碼 |
| Davis Selected Advisers | 7,819,344 | $9,985 萬 | 0.58% | +2,418,953+44.8% | 加碼 |
| Norges Bank | 8,007,122 | $1.02 億 | 0.01% | −1,387,408−14.8% | 減碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $1.15 億 | 100.00% | 00.0% | 不變 |
| Bamco Inc | 9,215,706 | $1.18 億 | 0.35% | −862,610−8.6% | 減碼 |
| BlackRock, Inc. | 9,607,825 | $1.23 億 | 0.00% | −1,012,920−9.5% | 減碼 |
| Sands Capital Management, LLC | 10,250,292 | $1.31 億 | 0.45% | +4,092,253+66.5% | 加碼 |
| Goldman Sachs Group Inc | 10,761,409 | $1.37 億 | 0.03% | +575,344+5.6% | 加碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.67 億 | 1.58% | 00.0% | 不變 |
| Alkeon Capital Management LLC | 13,908,535 | $1.78 億 | 1.05% | −13,035−0.1% | 減碼 |
| Baillie Gifford & Co | 14,729,137 | $1.88 億 | 0.16% | −314,560−2.1% | 減碼 |
| Aspex Management (HK) Ltd | 15,208,627 | $1.94 億 | 5.02% | 00.0% | 不變 |
| Oceanlink Management Ltd. | 15,705,344 | $2.01 億 | 26.03% | 00.0% | 不變 |
| Ward Ferry Management (BVI) Ltd | 18,809,184 | $2.40 億 | 26.80% | −1,466,000−7.2% | 減碼 |
| All-Stars Investment Ltd | 22,686,613 | $2.90 億 | 89.32% | +30.0% | 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 |
| Krane Funds Advisors LLC | 26,207,165 | $3.35 億 | 9.62% | +4,931,028+23.2% | 加碼 |
| Morgan Stanley | 26,871,280 | $3.43 億 | 0.02% | −11,919,334−30.7% | 減碼 |
| Vanguard Group Inc | 29,373,877 | $3.75 億 | 0.01% | +430,834+1.5% | 加碼 |
| First Beijing Investment Ltd | 29,736,802 | $3.80 億 | 26.07% | −1,504,746−4.8% | 減碼 |
| Invesco Ltd. | 30,965,571 | $3.95 億 | 0.07% | +917,263+3.1% | 加碼 |
| FMR LLC | 33,515,550 | $4.28 億 | 0.03% | +28,048,839+513.1% | 加碼 |
| JPMorgan Chase & Co | 34,250,299 | $4.37 億 | 0.03% | −3,625,068−9.6% | 減碼 |
| FIL Ltd | 53,818,557 | $6.87 億 | 0.65% | +2,087,937+4.0% | 加碼 |
| SC China Holding Ltd | 0 | $0 | 0.00% | −2,721,822−100.0% | 清倉 |
| IvyRock Asset Management (HK) Ltd | 0 | $0 | 0.00% | −1,023,100−100.0% | 清倉 |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −896,500−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −399,891−100.0% | 清倉 |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −292,000−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −288,100−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −130,100−100.0% | 清倉 |
| Maple-Brown Abbott Ltd | 0 | $0 | 0.00% | −117,472−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −93,762−100.0% | 清倉 |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −24,268−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −16,446−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Caxton Associates LP | – | – | – | – | 本季未申報 |
| Vise Technologies, Inc. | – | – | – | – | 本季未申報 |