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 2 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2025/6/30 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
- 229
- 較 2025 年第 1 季 −15 家
- 持有股數
- 6.72 億
- 較 2025 年第 1 季 +2,674 萬 (+4.1%)
- 總市值
- $79.3 億
- 較 2025 年第 1 季 −$2.93 億 (−3.6%)
- 新進機構
- 36
- 另有 93 家加碼
- 清倉機構
- 51
- 另有 81 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FIL Ltd | 54,076,485 | $6.39 億 | 0.55% | +257,928+0.5% | 加碼 |
| First Beijing Investment Ltd | 39,494,654 | $4.66 億 | 26.10% | +9,757,852+32.8% | 加碼 |
| FMR LLC | 38,368,900 | $4.53 億 | 0.03% | +4,853,350+14.5% | 加碼 |
| Invesco Ltd. | 32,594,356 | $3.85 億 | 0.07% | +1,628,785+5.3% | 加碼 |
| Vanguard Group Inc | 32,189,647 | $3.80 億 | 0.01% | +2,815,770+9.6% | 加碼 |
| JPMorgan Chase & Co | 30,356,775 | $3.59 億 | 0.02% | −3,893,524−11.4% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 28,794,527 | $3.40 億 | 11.83% | +2,799,386+10.8% | 加碼 |
| Morgan Stanley | 27,700,960 | $3.27 億 | 0.02% | +829,680+3.1% | 加碼 |
| Aspex Management (HK) Ltd | 22,455,623 | $2.65 億 | 5.77% | +7,246,996+47.7% | 加碼 |
| Krane Funds Advisors LLC | 22,284,925 | $2.63 億 | 10.35% | −3,922,240−15.0% | 減碼 |
| All-Stars Investment Ltd | 22,095,164 | $2.61 億 | 87.58% | −591,449−2.6% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 18,809,184 | $2.22 億 | 23.90% | 00.0% | 不變 |
| Oceanlink Management Ltd. | 16,758,766 | $1.98 億 | 25.59% | +1,053,422+6.7% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 15,548,399 | $1.84 億 | 10.48% | +9,180,373+144.2% | 加碼 |
| Alkeon Capital Management LLC | 14,698,535 | $1.74 億 | 0.84% | +790,000+5.7% | 加碼 |
| Baillie Gifford & Co | 14,486,413 | $1.71 億 | 0.13% | −242,724−1.6% | 減碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.54 億 | 1.09% | 00.0% | 不變 |
| BlackRock, Inc. | 12,745,664 | $1.51 億 | 0.00% | +3,137,839+32.7% | 加碼 |
| Davis Selected Advisers | 11,635,925 | $1.37 億 | 0.73% | +3,816,581+48.8% | 加碼 |
| Norges Bank | 11,399,070 | $1.35 億 | 0.02% | +3,391,948+42.4% | 加碼 |
| Goldman Sachs Group Inc | 11,255,412 | $1.33 億 | 0.02% | +494,003+4.6% | 加碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $1.06 億 | 100.00% | 00.0% | 不變 |
| Bamco Inc | 8,000,606 | $9,449 萬 | 0.26% | −1,215,100−13.2% | 減碼 |
| North of South Capital LLP | 7,924,966 | $9,359 萬 | 9.84% | +1,767,038+28.7% | 加碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 7,148,859 | $8,443 萬 | 14.76% | +7,148,859 | 新進 |
| Sands Capital Management, LLC | 6,926,596 | $8,180 萬 | 0.23% | −3,323,696−32.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 6,036,780 | $7,129 萬 | 0.17% | +3,723,722+161.0% | 加碼 |
| Driehaus Capital Management LLC | 5,947,088 | $7,024 萬 | 0.56% | +5,947,088 | 新進 |
| Bank of America Corp | 4,797,378 | $5,666 萬 | 0.00% | +392,901+8.9% | 加碼 |
| Nuveen, LLC | 4,675,399 | $5,522 萬 | 0.02% | −17,872−0.4% | 減碼 |
| Alpine Investment Management Ltd | 4,598,038 | $5,430 萬 | 25.98% | +4,598,038 | 新進 |
| Keywise Capital Management (HK) Ltd | 4,279,365 | $5,054 萬 | 4.60% | +44,965+1.1% | 加碼 |
| E Fund Management Co., Ltd. | 3,810,726 | $4,500 萬 | 2.15% | −237,945−5.9% | 減碼 |
| Ameriprise Financial Inc | 3,627,040 | $4,284 萬 | 0.01% | −394,245−9.8% | 減碼 |
| Polunin Capital Partners Ltd | 3,247,146 | $4,124 萬 | 6.74% | −8,600−0.3% | 減碼 |
| SB Investment Advisers (UK) Ltd | 3,196,951 | $3,776 萬 | 0.30% | −3,841,674−54.6% | 減碼 |
| Matthews International Capital Management LLC | 2,979,832 | $3,519 萬 | 8.09% | −593,743−16.6% | 減碼 |
| Janus Henderson Group PLC | 2,964,960 | $3,501 萬 | 0.02% | +10,865+0.4% | 加碼 |
| Brilliance Asset Management Ltd | 2,847,336 | $3,363 萬 | 21.89% | −170,119−5.6% | 減碼 |
| APG Asset Management N.V. | 3,329,800 | $3,350 萬 | 0.10% | −1,428,600−30.0% | 減碼 |
| Canada Pension Plan Investment Board | 2,732,300 | $3,227 萬 | 0.03% | +2,732,300 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,723,994 | $3,217 萬 | 0.08% | +694,067+34.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,682,427 | $3,168 萬 | 0.03% | +1,184,342+79.1% | 加碼 |
| Softbank Group Corp | 2,617,681 | $3,091 萬 | 0.12% | −506,965−16.2% | 減碼 |
| Qube Research & Technologies Ltd | 2,590,621 | $3,060 萬 | 0.04% | −137,006−5.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,418,946 | $2,857 萬 | 0.05% | −839,279−25.8% | 減碼 |
| SG Americas Securities, LLC | 2,408,596 | $2,845 萬 | 0.12% | −55,216−2.2% | 減碼 |
| Sylebra Capital LLC | 2,248,977 | $2,656 萬 | 1.08% | −1,894,771−45.7% | 減碼 |
| State Street Corp | 2,241,419 | $2,647 萬 | 0.00% | −262,589−10.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,104,854 | $2,486 萬 | 0.02% | −31,843−1.5% | 減碼 |
| Kadensa Capital Ltd | 1,980,461 | $2,339 萬 | 3.72% | +692,192+53.7% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 1,842,337 | $2,176 萬 | 0.43% | +1,842,337 | 新進 |
| Cederberg Capital Ltd | 1,684,300 | $1,989 萬 | 7.30% | −300,200−15.1% | 減碼 |
| Farallon Capital Management, L.L.C. | 1,550,598 | $1,831 萬 | 0.08% | −5,806,609−78.9% | 減碼 |
| Legal & General Group Plc | 1,491,088 | $1,761 萬 | 0.00% | +39,998+2.8% | 加碼 |
| Highlander Partners, L.P. | 1,488,237 | $1,758 萬 | 6.75% | 00.0% | 不變 |
| Principal Financial Group Inc | 1,481,670 | $1,750 萬 | 0.01% | +1,481,670 | 新進 |
| Blue Creek Capital Management Ltd | 1,461,313 | $1,726 萬 | 24.14% | −115,000−7.3% | 減碼 |
| UBS Group AG | 1,354,167 | $1,599 萬 | 0.00% | −1,496,524−52.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,336,080 | $1,578 萬 | 0.02% | +1,267,751+1,855.4% | 加碼 |
| Perpetual Ltd | 1,229,000 | $1,451 萬 | 0.17% | −732,428−37.3% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,211,700 | $1,431 萬 | 1.84% | −336,566−21.7% | 減碼 |
| National Bank of Canada | 1,209,500 | $1,428 萬 | 0.02% | +1,182,043+4,305.1% | 加碼 |
| Acadian Asset Management LLC | 1,153,600 | $1,362 萬 | 0.03% | +942,840+447.4% | 加碼 |
| Schroder Investment Management Group | 1,153,550 | $1,362 萬 | 0.01% | −347,843−23.2% | 減碼 |
| California Public Employees Retirement System | 1,134,627 | $1,340 萬 | 0.01% | +83,434+7.9% | 加碼 |
| Russell Investments Group, Ltd. | 1,112,358 | $1,314 萬 | 0.02% | +738,827+197.8% | 加碼 |
| Citigroup Inc | 1,091,222 | $1,289 萬 | 0.01% | +11,826+1.1% | 加碼 |
| Franklin Resources Inc | 1,083,942 | $1,280 萬 | 0.00% | +376,903+53.3% | 加碼 |
| Burgundy Asset Management Ltd. | 1,053,506 | $1,244 萬 | 0.12% | +62,359+6.3% | 加碼 |
| Millennium Management LLC | 995,510 | $1,176 萬 | 0.01% | −2,144,950−68.3% | 減碼 |
| Charles Schwab Investment Management Inc | 994,544 | $1,175 萬 | 0.00% | +87,057+9.6% | 加碼 |
| HarbourVest Partners LLC | 957,580 | $1,131 萬 | 12.39% | 00.0% | 不變 |
| Man Group plc | 957,015 | $1,130 萬 | 0.02% | +161,430+20.3% | 加碼 |
| Nomura Asset Management Co Ltd | 944,862 | $1,116 萬 | 0.03% | −1,992,730−67.8% | 減碼 |
| Nomura Holdings Inc | 914,963 | $1,081 萬 | 0.09% | +686,751+300.9% | 加碼 |
| Liontrust Investment Partners LLP | 888,426 | $1,049 萬 | 0.15% | −51,011−5.4% | 減碼 |
| Pinebridge Investments, L.P. | 872,373 | $1,030 萬 | 0.08% | −1,252,843−59.0% | 減碼 |
| GF Fund Management Co. Ltd. | 864,616 | $1,021 萬 | 0.21% | −82,583−8.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 825,281 | $960.6 萬 | 0.45% | +197,323+31.4% | 加碼 |
| Federated Hermes, Inc. | 795,760 | $939.8 萬 | 0.02% | −427,681−35.0% | 減碼 |
| Twenty Acre Capital LP | 786,100 | $928.4 萬 | 6.63% | −25,100−3.1% | 減碼 |
| Allianz Asset Management GmbH | 784,903 | $927.0 萬 | 0.01% | +542,380+223.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 781,353 | $922.5 萬 | 0.26% | +68,367+9.6% | 加碼 |
| GAM Holding AG | 763,933 | $902.2 萬 | 0.63% | +358,057+88.2% | 加碼 |
| Citadel Advisors LLC | 746,570 | $881.7 萬 | 0.01% | −1,569,743−67.8% | 減碼 |
| Price T Rowe Associates Inc | 697,661 | $824.0 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 697,090 | $823.2 萬 | 0.01% | +107,734+18.3% | 加碼 |
| Trexquant Investment LP | 677,191 | $799.8 萬 | 0.09% | +677,191 | 新進 |
| Van Eck Associates Corp | 657,004 | $775.9 萬 | 0.01% | −154,424−19.0% | 減碼 |
| SEI Investments Co | 650,947 | $768.8 萬 | 0.01% | −135,604−17.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 595,391 | $703.2 萬 | 0.19% | −288,853−32.7% | 減碼 |
| WT Asset Management Ltd | 576,195 | $680.5 萬 | 0.48% | −122,744−17.6% | 減碼 |
| TB Alternative Assets Ltd. | 530,454 | $626.5 萬 | 1.16% | 00.0% | 不變 |
| ABS Direct Equity Fund LLC | 496,480 | $586.3 萬 | 9.32% | +395,480+391.6% | 加碼 |
| Triata Capital Ltd | 486,419 | $574.5 萬 | 1.12% | +86,400+21.6% | 加碼 |
| Octahedron Capital Management L.P. | 482,041 | $569.3 萬 | 4.30% | +233,041+93.6% | 加碼 |
| Wellington Management Group LLP | 473,155 | $558.8 萬 | 0.00% | −59,703−11.2% | 減碼 |
| Mawer Investment Management Ltd. | 431,100 | $509.1 萬 | 0.03% | +128,600+42.5% | 加碼 |
| Old Mission Capital LLC | 420,834 | $497.0 萬 | 0.13% | +420,834 | 新進 |