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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 501,242 | $640.1 萬 | 0.04% | +481,441+2,431.4% | 加碼 |
| Public Employees Retirement System of Ohio | 453,844 | $579.6 萬 | 0.02% | +453,844 | 新進 |
| Thornburg Investment Management Inc | 436,514 | $557.4 萬 | 0.08% | +436,514 | 新進 |
| Verition Fund Management LLC | 426,453 | $544.6 萬 | 0.03% | +144,296+51.1% | 加碼 |
| GAM Holding AG | 405,876 | $518.3 萬 | 0.40% | −50,910−11.1% | 減碼 |
| Triata Capital Ltd | 400,019 | $510.8 萬 | 1.16% | +329,736+469.2% | 加碼 |
| Quantbot Technologies LP | 386,941 | $494.1 萬 | 0.16% | +311,320+411.7% | 加碼 |
| Russell Investments Group, Ltd. | 373,531 | $477.0 萬 | 0.01% | +373,531 | 新進 |
| China Universal Asset Management Co., Ltd. | 366,500 | $468.0 萬 | 0.44% | +13,500+3.8% | 加碼 |
| Capital Wealth Planning, LLC | 343,239 | $438.3 萬 | 0.04% | +214,304+166.2% | 加碼 |
| La Banque Postale Asset Management SA | 330,000 | $421.4 萬 | 0.07% | +330,000 | 新進 |
| Macquarie Group Ltd | 329,162 | $420.3 萬 | 0.01% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 302,500 | $386.3 萬 | 0.02% | +302,500 | 新進 |
| Union Bancaire Privee, UBP SA | 294,422 | $362.8 萬 | 0.07% | +232,190+373.1% | 加碼 |
| Squarepoint Ops LLC | 280,133 | $357.7 萬 | 0.01% | −860,241−75.4% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 272,643 | $348.2 萬 | 0.10% | +40,588+17.5% | 加碼 |
| UBS Oconnor LLC | 257,750 | $329.1 萬 | 0.08% | +257,750 | 新進 |
| Abn Amro Investment Solutions | 254,027 | $324.4 萬 | 0.07% | +115,702+83.6% | 加碼 |
| Octahedron Capital Management L.P. | 249,000 | $318.0 萬 | 2.83% | −275,000−52.5% | 減碼 |
| Allianz Asset Management GmbH | 242,523 | $309.7 萬 | 0.00% | +242,523 | 新進 |
| Optimas Capital Ltd | 229,591 | $293.2 萬 | 4.98% | +141,291+160.0% | 加碼 |
| Nomura Holdings Inc | 228,212 | $291.4 萬 | 0.02% | −30,363−11.7% | 減碼 |
| Ramirez Asset Management, Inc. | 214,140 | $273.5 萬 | 0.57% | −12,592−5.6% | 減碼 |
| Acadian Asset Management LLC | 210,760 | $269.1 萬 | 0.01% | +210,760 | 新進 |
| Northern Trust Corp | 208,875 | $266.7 萬 | 0.00% | +68,385+48.7% | 加碼 |
| Standard Life Aberdeen plc | 205,316 | $262.2 萬 | 0.01% | +182,611+804.3% | 加碼 |
| Penserra Capital Management LLC | 199,729 | $255.0 萬 | 0.05% | −11,748−5.6% | 減碼 |
| Myriad Asset Management US LP | 195,444 | $249.6 萬 | 1.05% | +195,444 | 新進 |
| Caas Capital Management LP | 195,371 | $249.5 萬 | 1.18% | 00.0% | 不變 |
| SIH Partners, LLLP | 175,700 | $224.4 萬 | 0.20% | −28,000−13.7% | 減碼 |
| Raiffeisen Bank International AG | 173,900 | $224.3 萬 | 0.04% | 00.0% | 不變 |
| Geode Capital Management, LLC | 143,179 | $182.8 萬 | 0.00% | +5,548+4.0% | 加碼 |
| Alps Advisors Inc | 138,100 | $176.4 萬 | 0.01% | +138,100 | 新進 |
| LMR Partners LLP | 130,000 | $166.0 萬 | 0.03% | +102,119+366.3% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 129,100 | $164.9 萬 | 1.31% | +34,600+36.6% | 加碼 |
| Antipodes Partners Ltd | 126,834 | $162.0 萬 | 0.05% | +79,573+168.4% | 加碼 |
| Parametrica Management Ltd | 125,877 | $160.7 萬 | 2.71% | +125,877 | 新進 |
| Toroso Investments, LLC | 122,936 | $157.0 萬 | 0.01% | +6,266+5.4% | 加碼 |
| AIA Group Ltd | 114,651 | $146.4 萬 | 0.04% | +114,651 | 新進 |
| Barclays PLC | 114,074 | $145.7 萬 | 0.00% | +114,074 | 新進 |
| Northwest & Ethical Investments L.P. | 108,623 | $138.7 萬 | 0.04% | −37,780−25.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 103,356 | $132.0 萬 | 0.01% | −906−0.9% | 減碼 |
| Profund Advisors LLC | 102,226 | $130.5 萬 | 0.06% | +8,888+9.5% | 加碼 |
| ABS Direct Equity Fund LLC | 101,000 | $129.0 萬 | 1.73% | −272,700−73.0% | 減碼 |
| First Trust Advisors LP | 99,828 | $127.5 萬 | 0.00% | +30,302+43.6% | 加碼 |
| Veritas Asset Management LLP | 99,006 | $126.4 萬 | 0.01% | +26,122+35.8% | 加碼 |
| Simplex Trading, LLC | 91,829 | $117.2 萬 | 0.04% | +91,829 | 新進 |
| Bank of New York Mellon Corp | 85,106 | $108.7 萬 | 0.00% | +1,577+1.9% | 加碼 |
| Marshall Wace, LLP | 83,158 | $106.2 萬 | 0.00% | +83,158 | 新進 |
| PEAK6 LLC | 82,593 | $105.5 萬 | 0.04% | +82,593 | 新進 |
| Prudential PLC | 81,831 | $104.5 萬 | 0.01% | +57,532+236.8% | 加碼 |
| Caxton Associates LLP | 80,903 | $103.3 萬 | 0.04% | +80,903 | 新進 |
| Envestnet Asset Management Inc | 80,491 | $102.8 萬 | 0.00% | +30,845+62.1% | 加碼 |
| Deutsche Bank AG | 79,544 | $101.6 萬 | 0.00% | −699−0.9% | 減碼 |
| Handelsbanken Fonder AB | 75,100 | $95.9 萬 | 0.00% | 00.0% | 不變 |
| Engineers Gate Manager LP | 74,877 | $95.6 萬 | 0.02% | +74,877 | 新進 |
| Numerai GP LLC | 70,614 | $90.2 萬 | 0.17% | −100,922−58.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 69,375 | $88.6 萬 | 0.00% | +69,375 | 新進 |
| Lighthouse Investment Partners, LLC | 68,532 | $87.5 萬 | 0.04% | +68,532 | 新進 |
| D. E. Shaw & Co., Inc. | 68,329 | $87.3 萬 | 0.00% | −762,694−91.8% | 減碼 |
| Calamos Advisors LLC | 65,800 | $84.0 萬 | 0.00% | +65,800 | 新進 |
| Quadrature Capital Ltd | 62,230 | $79.5 萬 | 0.02% | −149,921−70.7% | 減碼 |
| O'Neil Global Advisors, Inc. | 61,038 | $77.9 萬 | 1.47% | +61,038 | 新進 |
| Mangrove Partners | 59,350 | $75.8 萬 | 0.09% | +59,350 | 新進 |
| XTX Topco Ltd | 52,661 | $67.2 萬 | 0.03% | +52,661 | 新進 |
| Vident Advisory, LLC | 51,204 | $65.4 萬 | 0.01% | +311+0.6% | 加碼 |
| Bayesian Capital Management, LP | 48,700 | $62.2 萬 | 0.10% | +48,700 | 新進 |
| Mariner, LLC | 48,672 | $62.2 萬 | 0.00% | −5,760−10.6% | 減碼 |
| Wells Fargo & Company | 47,378 | $60.5 萬 | 0.00% | +46,364+4,572.4% | 加碼 |
| Diversified Trust Co | 46,100 | $58.9 萬 | 0.01% | +46,100 | 新進 |
| Oberweis Asset Management Inc | 45,000 | $57.5 萬 | 0.03% | +23,000+104.5% | 加碼 |
| Bayforest Capital Ltd | 43,607 | $55.7 萬 | 0.24% | +14,908+51.9% | 加碼 |
| NFJ Investment Group, LLC | 37,825 | $48.3 萬 | 0.02% | −1,271−3.3% | 減碼 |
| Boothbay Fund Management, LLC | 34,800 | $44.4 萬 | 0.02% | −10,000−22.3% | 減碼 |
| Royal Bank of Canada | 34,765 | $44.4 萬 | 0.00% | +22,001+172.4% | 加碼 |
| Centiva Capital, LP | 32,388 | $41.4 萬 | 0.02% | +32,388 | 新進 |
| Crossmark Global Holdings, Inc. | 30,681 | $39.2 萬 | 0.01% | +547+1.8% | 加碼 |
| Altfest L J & Co Inc | 28,905 | $36.9 萬 | 0.05% | +28,905 | 新進 |
| Aigen Investment Management, LP | 28,655 | $36.6 萬 | 0.06% | −9,476−24.9% | 減碼 |
| National Bank of Canada | 27,457 | $35.1 萬 | 0.00% | +27,457 | 新進 |
| WCM Investment Management, LLC | 27,035 | $34.9 萬 | 0.00% | +7,610+39.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 26,964 | $34.4 萬 | 0.00% | +6,556+32.1% | 加碼 |
| JustInvest LLC | 26,560 | $33.9 萬 | 0.01% | +446+1.7% | 加碼 |
| Summit Global Investments | 26,510 | $33.9 萬 | 0.02% | +26,510 | 新進 |
| Custom Index Systems, LLC | 25,152 | $32.1 萬 | 0.16% | +25,152 | 新進 |
| Hudson Bay Capital Management LP | 25,000 | $31.9 萬 | 0.00% | +25,000 | 新進 |
| Quinn Opportunity Partners LLC | 24,798 | $31.7 萬 | 0.02% | −137,067−84.7% | 減碼 |
| Truist Financial Corp | 24,788 | $31.7 萬 | 0.00% | +11,548+87.2% | 加碼 |
| QRG Capital Management, Inc. | 24,702 | $31.5 萬 | 0.00% | +24,702 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 24,146 | $31.1 萬 | 0.00% | +1,406+6.2% | 加碼 |
| Harbour Capital Advisors, LLC | 23,900 | $29.9 萬 | 0.07% | +23,900 | 新進 |
| Bryn Mawr Trust Co | 23,000 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 22,330 | $28.5 萬 | 0.00% | +5,243+30.7% | 加碼 |
| Arete Wealth Advisors, LLC | 21,695 | $27.7 萬 | 0.02% | −6,123−22.0% | 減碼 |
| Savant Capital, LLC | 20,842 | $26.6 萬 | 0.00% | +2,901+16.2% | 加碼 |
| Deltec Asset Management LLC | 20,500 | $26.2 萬 | 0.06% | +20,500 | 新進 |
| Fox Run Management, L.L.C. | 20,231 | $25.8 萬 | 0.04% | +20,231 | 新進 |
| Prelude Capital Management, LLC | 20,049 | $25.6 萬 | 0.03% | +20,049 | 新進 |
| Wolverine Trading, LLC | 19,012 | $24.5 萬 | 0.01% | +8,400+79.2% | 加碼 |
| HRT Financial LP | 19,211 | $24.5 萬 | 0.00% | −234,058−92.4% | 減碼 |