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 |
|---|---|---|---|---|---|
| Bank of America Corp | 4,797,378 | $5,666 萬 | 0.00% | +392,901+8.9% | 加碼 |
| Driehaus Capital Management LLC | 5,947,088 | $7,024 萬 | 0.56% | +5,947,088 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 6,036,780 | $7,129 萬 | 0.17% | +3,723,722+161.0% | 加碼 |
| Sands Capital Management, LLC | 6,926,596 | $8,180 萬 | 0.23% | −3,323,696−32.4% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 7,148,859 | $8,443 萬 | 14.76% | +7,148,859 | 新進 |
| North of South Capital LLP | 7,924,966 | $9,359 萬 | 9.84% | +1,767,038+28.7% | 加碼 |
| Bamco Inc | 8,000,606 | $9,449 萬 | 0.26% | −1,215,100−13.2% | 減碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $1.06 億 | 100.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 11,255,412 | $1.33 億 | 0.02% | +494,003+4.6% | 加碼 |
| Norges Bank | 11,399,070 | $1.35 億 | 0.02% | +3,391,948+42.4% | 加碼 |
| Davis Selected Advisers | 11,635,925 | $1.37 億 | 0.73% | +3,816,581+48.8% | 加碼 |
| BlackRock, Inc. | 12,745,664 | $1.51 億 | 0.00% | +3,137,839+32.7% | 加碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.54 億 | 1.09% | 00.0% | 不變 |
| Baillie Gifford & Co | 14,486,413 | $1.71 億 | 0.13% | −242,724−1.6% | 減碼 |
| Alkeon Capital Management LLC | 14,698,535 | $1.74 億 | 0.84% | +790,000+5.7% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 15,548,399 | $1.84 億 | 10.48% | +9,180,373+144.2% | 加碼 |
| Oceanlink Management Ltd. | 16,758,766 | $1.98 億 | 25.59% | +1,053,422+6.7% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 18,809,184 | $2.22 億 | 23.90% | 00.0% | 不變 |
| All-Stars Investment Ltd | 22,095,164 | $2.61 億 | 87.58% | −591,449−2.6% | 減碼 |
| Krane Funds Advisors LLC | 22,284,925 | $2.63 億 | 10.35% | −3,922,240−15.0% | 減碼 |
| Aspex Management (HK) Ltd | 22,455,623 | $2.65 億 | 5.77% | +7,246,996+47.7% | 加碼 |
| Morgan Stanley | 27,700,960 | $3.27 億 | 0.02% | +829,680+3.1% | 加碼 |
| 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 |
| JPMorgan Chase & Co | 30,356,775 | $3.59 億 | 0.02% | −3,893,524−11.4% | 減碼 |
| Vanguard Group Inc | 32,189,647 | $3.80 億 | 0.01% | +2,815,770+9.6% | 加碼 |
| Invesco Ltd. | 32,594,356 | $3.85 億 | 0.07% | +1,628,785+5.3% | 加碼 |
| FMR LLC | 38,368,900 | $4.53 億 | 0.03% | +4,853,350+14.5% | 加碼 |
| First Beijing Investment Ltd | 39,494,654 | $4.66 億 | 26.10% | +9,757,852+32.8% | 加碼 |
| FIL Ltd | 54,076,485 | $6.39 億 | 0.55% | +257,928+0.5% | 加碼 |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,484,587−100.0% | 清倉 |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −3,000,123−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −2,381,411−100.0% | 清倉 |
| NS Partners Ltd | 0 | $0 | 0.00% | −1,413,600−100.0% | 清倉 |
| Yunqi Capital Ltd | 0 | $0 | 0.00% | −1,084,500−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,035,457−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −791,903−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −534,601−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −501,242−100.0% | 清倉 |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −436,514−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −386,941−100.0% | 清倉 |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −343,239−100.0% | 清倉 |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −330,000−100.0% | 清倉 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −272,643−100.0% | 清倉 |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −229,591−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −199,729−100.0% | 清倉 |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −195,444−100.0% | 清倉 |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −175,700−100.0% | 清倉 |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −173,900−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −83,158−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −80,903−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −74,877−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −70,614−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −69,375−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −65,800−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −61,038−100.0% | 清倉 |
| Mangrove Partners | 0 | $0 | 0.00% | −59,350−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −48,700−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −46,100−100.0% | 清倉 |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −28,905−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −28,655−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −26,510−100.0% | 清倉 |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −25,152−100.0% | 清倉 |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −24,798−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,695−100.0% | 清倉 |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −20,500−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,231−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −19,211−100.0% | 清倉 |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −17,358−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,100−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −13,996−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,567−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,185−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −6,990−100.0% | 清倉 |
| Shen Neil Nanpeng | 0 | $0 | 0.00% | −7,174−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5,013−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −3,303−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,320−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −2,246−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,164−100.0% | 清倉 |
| Pinpoint Asset Management Ltd | – | – | – | – | 本季未申報 |
| Caas Capital Management LP | – | – | – | – | 本季未申報 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |