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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 414,407 | $489.4 萬 | 0.00% | +414,407 | 新進 |
| Beaconlight Capital, LLC | 404,897 | $478.2 萬 | 2.80% | +404,897 | 新進 |
| Barclays PLC | 397,773 | $469.8 萬 | 0.00% | +283,699+248.7% | 加碼 |
| HSBC Holdings PLC | 370,665 | $437.7 萬 | 0.00% | −1,907,908−83.7% | 減碼 |
| Point72 Hong Kong Ltd | 318,855 | $376.6 萬 | 0.26% | −1,099,604−77.5% | 減碼 |
| Public Employees Retirement System of Ohio | 313,844 | $370.6 萬 | 0.01% | −140,000−30.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 302,000 | $356.7 萬 | 0.34% | −64,500−17.6% | 減碼 |
| Macquarie Group Ltd | 300,000 | $354.3 萬 | 0.00% | −29,162−8.9% | 減碼 |
| Lighthouse Investment Partners, LLC | 285,207 | $336.8 萬 | 0.15% | +216,675+316.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 267,000 | $315.3 萬 | 0.01% | +267,000 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 266,037 | $314.2 萬 | 2.23% | +136,937+106.1% | 加碼 |
| J. Safra Sarasin Holding AG | 265,000 | $313.0 萬 | 0.05% | +265,000 | 新進 |
| Union Bancaire Privee, UBP SA | 294,422 | $311.8 萬 | 0.05% | 00.0% | 不變 |
| AIA Group Ltd | 258,245 | $305.0 萬 | 0.07% | +143,594+125.2% | 加碼 |
| Eschler Asset Management LLP | 250,000 | $295.3 萬 | 2.24% | +250,000 | 新進 |
| Exchange Traded Concepts, LLC | 246,764 | $291.4 萬 | 0.04% | +246,764 | 新進 |
| Polymer Capital Management (HK) LTD | 238,324 | $281.5 萬 | 0.44% | −595,074−71.4% | 減碼 |
| Westpac Banking Corp | 236,185 | $278.9 萬 | 0.19% | −323,871−57.8% | 減碼 |
| Parametrica Management Ltd | 233,840 | $276.2 萬 | 5.14% | +107,963+85.8% | 加碼 |
| Standard Life Aberdeen plc | 220,213 | $260.1 萬 | 0.00% | +14,897+7.3% | 加碼 |
| Amiral Gestion | 220,000 | $259.8 萬 | 1.12% | +217,882+10,287.2% | 加碼 |
| Ramirez Asset Management, Inc. | 212,854 | $251.4 萬 | 0.38% | −1,286−0.6% | 減碼 |
| Jump Financial, LLC | 195,600 | $231.0 萬 | 0.03% | −333,234−63.0% | 減碼 |
| Limestone Investment Advisors LP | 195,371 | $230.7 萬 | 1.00% | +195,371 | 新進 |
| Alliancebernstein L.P. | 190,260 | $224.7 萬 | 0.00% | −732,342−79.4% | 減碼 |
| UBS Oconnor LLC | 186,090 | $219.8 萬 | 0.06% | −71,660−27.8% | 減碼 |
| PEAK6 LLC | 168,127 | $198.6 萬 | 0.07% | +85,534+103.6% | 加碼 |
| Alps Advisors Inc | 167,550 | $197.9 萬 | 0.01% | +29,450+21.3% | 加碼 |
| Abn Amro Investment Solutions | 166,124 | $196.2 萬 | 0.04% | −87,903−34.6% | 減碼 |
| Geode Capital Management, LLC | 159,770 | $188.7 萬 | 0.00% | +16,591+11.6% | 加碼 |
| Toroso Investments, LLC | 157,093 | $185.5 萬 | 0.01% | +34,157+27.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 149,586 | $176.7 萬 | 0.04% | +149,586 | 新進 |
| Handelsbanken Fonder AB | 146,956 | $173.6 萬 | 0.01% | +71,856+95.7% | 加碼 |
| Hudson Bay Capital Management LP | 143,222 | $169.1 萬 | 0.01% | +118,222+472.9% | 加碼 |
| Northern Trust Corp | 139,831 | $165.1 萬 | 0.00% | −69,044−33.1% | 減碼 |
| Walleye Capital LLC | 136,408 | $161.1 萬 | 0.01% | −537,689−79.8% | 減碼 |
| Verition Fund Management LLC | 135,434 | $159.9 萬 | 0.01% | −291,019−68.2% | 減碼 |
| Squarepoint Ops LLC | 131,826 | $155.7 萬 | 0.00% | −148,307−52.9% | 減碼 |
| Jane Street Group, LLC | 130,278 | $153.9 萬 | 0.00% | −1,488,911−92.0% | 減碼 |
| XTX Topco Ltd | 120,522 | $142.3 萬 | 0.06% | +67,861+128.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 118,002 | $139.4 萬 | 0.03% | +9,379+8.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 113,876 | $134.5 萬 | 0.00% | +10,520+10.2% | 加碼 |
| Veritas Asset Management LLP | 111,136 | $131.3 萬 | 0.01% | +12,130+12.3% | 加碼 |
| Envestnet Asset Management Inc | 109,608 | $129.4 萬 | 0.00% | +29,117+36.2% | 加碼 |
| Oaktree Fund Advisors, LLC | 107,891 | $127.4 萬 | 2.21% | +107,891 | 新進 |
| Prudential PLC | 105,812 | $125.0 萬 | 0.01% | +23,981+29.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 97,887 | $115.5 萬 | 0.01% | +79,359+428.3% | 加碼 |
| First Trust Advisors LP | 97,272 | $114.9 萬 | 0.00% | −2,556−2.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 96,825 | $114.4 萬 | 0.01% | −593,601−86.0% | 減碼 |
| Profund Advisors LLC | 95,723 | $113.0 萬 | 0.04% | −6,503−6.4% | 減碼 |
| Bank of New York Mellon Corp | 88,993 | $105.1 萬 | 0.00% | +3,887+4.6% | 加碼 |
| Royal Bank of Canada | 88,249 | $104.2 萬 | 0.00% | +53,484+153.8% | 加碼 |
| Bayforest Capital Ltd | 82,972 | $98.0 萬 | 0.43% | +39,365+90.3% | 加碼 |
| Pictet Asset Management Holding SA | 74,582 | $88.1 萬 | 0.00% | −2,303,881−96.9% | 減碼 |
| Antipodes Partners Ltd | 68,035 | $80.4 萬 | 0.02% | −58,799−46.4% | 減碼 |
| Boothbay Fund Management, LLC | 66,160 | $78.1 萬 | 0.02% | +31,360+90.1% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 66,133 | $78.1 萬 | 0.02% | +66,133 | 新進 |
| Vident Advisory, LLC | 65,161 | $77.0 萬 | 0.01% | +13,957+27.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 63,988 | $75.6 萬 | 0.05% | +63,988 | 新進 |
| Simplex Trading, LLC | 60,787 | $71.7 萬 | 0.02% | −31,042−33.8% | 減碼 |
| JustInvest LLC | 59,265 | $70.0 萬 | 0.01% | +32,705+123.1% | 加碼 |
| Susquehanna International Group, LLP | 54,706 | $64.6 萬 | 0.00% | +32,376+145.0% | 加碼 |
| Quadrature Capital Ltd | 49,106 | $58.0 萬 | 0.01% | −13,124−21.1% | 減碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 48,339 | $57.1 萬 | 1.01% | +48,339 | 新進 |
| Mariner, LLC | 48,285 | $57.0 萬 | 0.00% | −387−0.8% | 減碼 |
| Deutsche Bank AG | 47,799 | $56.5 萬 | 0.00% | −31,745−39.9% | 減碼 |
| WCM Investment Management, LLC | 46,186 | $54.5 萬 | 0.00% | +19,151+70.8% | 加碼 |
| Oberweis Asset Management Inc | 45,000 | $53.1 萬 | 0.02% | 00.0% | 不變 |
| Freemont Capital Pte Ltd | 45,000 | $53.1 萬 | 0.01% | +45,000 | 新進 |
| Centiva Capital, LP | 44,409 | $52.4 萬 | 0.03% | +12,021+37.1% | 加碼 |
| NFJ Investment Group, LLC | 37,276 | $44.0 萬 | 0.02% | −549−1.5% | 減碼 |
| Wexford Capital LP | 34,087 | $40.3 萬 | 0.11% | +34,087 | 新進 |
| IMC-Chicago, LLC | 31,978 | $37.8 萬 | 0.01% | +31,978 | 新進 |
| Truist Financial Corp | 31,132 | $36.8 萬 | 0.00% | +6,344+25.6% | 加碼 |
| Gsa Capital Partners LLP | 31,114 | $36.7 萬 | 0.03% | +31,114 | 新進 |
| Crossmark Global Holdings, Inc. | 30,645 | $36.2 萬 | 0.01% | −36−0.1% | 減碼 |
| Prelude Capital Management, LLC | 28,484 | $33.6 萬 | 0.03% | +8,435+42.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,314 | $31.1 萬 | 0.00% | +2,168+9.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 25,954 | $30.7 萬 | 0.00% | −1,010−3.7% | 減碼 |
| Harbour Capital Advisors, LLC | 23,900 | $28.9 萬 | 0.06% | 00.0% | 不變 |
| Group One Trading, L.P. | 23,838 | $28.2 萬 | 0.01% | +23,838 | 新進 |
| Bryn Mawr Trust Co | 23,000 | $27.2 萬 | 0.00% | 00.0% | 不變 |
| LMR Partners LLP | 20,000 | $23.6 萬 | 0.00% | −110,000−84.6% | 減碼 |
| Parnassus Investments | 19,214 | $22.7 萬 | 0.00% | +19,214 | 新進 |
| Brinker Capital Investments, LLC | 18,636 | $22.0 萬 | 0.00% | +5,982+47.3% | 加碼 |
| Barometer Capital Management Inc. | 18,017 | $21.3 萬 | 0.06% | 00.0% | 不變 |
| Savant Capital, LLC | 17,524 | $20.7 萬 | 0.00% | −3,318−15.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 16,630 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 14,900 | $17.6 萬 | 0.01% | −1,256−7.8% | 減碼 |
| Hexagon Capital Partners LLC | 14,619 | $17.3 萬 | 0.04% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 14,538 | $17.2 萬 | 0.00% | −10,164−41.1% | 減碼 |
| Wolverine Trading, LLC | 14,350 | $16.9 萬 | 0.00% | −4,662−24.5% | 減碼 |
| Jasper Ridge Partners, L.P. | 13,738 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Vise Technologies, Inc. | 13,524 | $16.0 萬 | 0.01% | +13,524 | 新進 |
| Skopos Labs, Inc. | 11,038 | $13.0 萬 | 0.02% | +8,579+348.9% | 加碼 |
| Two Sigma Securities, LLC | 10,902 | $12.9 萬 | 0.02% | +10,902 | 新進 |
| DRW Securities, LLC | 10,022 | $12.1 萬 | 0.01% | +10,022 | 新進 |
| Daiwa Securities Group Inc. | 10,000 | $11.8 萬 | 0.00% | +10,000 | 新進 |
| Ci Investments Inc. | 9,872 | $11.7 萬 | 0.00% | +8,184+484.8% | 加碼 |
| Headlands Technologies LLC | 9,428 | $11.1 萬 | 0.01% | +9,428 | 新進 |