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 3 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2025/9/30 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 2 季 +3 家
- 持有股數
- 7.13 億
- 較 2025 年第 2 季 +5,654 萬 (+8.6%)
- 總市值
- $92.4 億
- 較 2025 年第 2 季 +$14.9 億 (+19.2%)
- 新進機構
- 44
- 另有 77 家加碼
- 清倉機構
- 41
- 另有 83 家減碼
另有 3 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 68,645,580 | $8.90 億 | 34.38% | +29,150,926+73.8% | 加碼 |
| FIL Ltd | 63,341,380 | $8.22 億 | 0.65% | +9,264,895+17.1% | 加碼 |
| Invesco Ltd. | 54,223,349 | $7.03 億 | 0.11% | +21,628,993+66.4% | 加碼 |
| FMR LLC | 34,773,664 | $4.51 億 | 0.02% | −3,595,236−9.4% | 減碼 |
| Schroder Investment Management Group | 33,333,051 | $4.32 億 | 0.34% | +32,179,501+2,789.6% | 加碼 |
| Vanguard Group Inc | 32,543,487 | $4.22 億 | 0.01% | +353,840+1.1% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 28,597,879 | $3.71 億 | 8.35% | −196,648−0.7% | 減碼 |
| Krane Funds Advisors LLC | 28,165,473 | $3.52 億 | 10.01% | +5,880,548+26.4% | 加碼 |
| Aspex Management (HK) Ltd | 23,763,953 | $3.08 億 | 6.59% | +1,308,330+5.8% | 加碼 |
| Morgan Stanley | 23,379,551 | $3.03 億 | 0.02% | −4,321,409−15.6% | 減碼 |
| JPMorgan Chase & Co | 23,019,709 | $2.99 億 | 0.02% | −7,337,066−24.2% | 減碼 |
| All-Stars Investment Ltd | 22,095,164 | $2.87 億 | 87.59% | 00.0% | 不變 |
| Ward Ferry Management (BVI) Ltd | 18,429,584 | $2.39 億 | 26.51% | −379,600−2.0% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 15,348,790 | $1.99 億 | 10.59% | −199,609−1.3% | 減碼 |
| Davis Selected Advisers | 14,981,773 | $1.94 億 | 1.01% | +3,345,848+28.8% | 加碼 |
| Capital International Investors | 14,512,490 | $1.88 億 | 0.03% | +14,512,490 | 新進 |
| Alkeon Capital Management LLC | 14,198,535 | $1.84 億 | 0.83% | −500,000−3.4% | 減碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.69 億 | 1.04% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 10,647,830 | $1.38 億 | 0.30% | +4,611,050+76.4% | 加碼 |
| North of South Capital LLP | 10,607,375 | $1.38 億 | 13.22% | +2,682,409+33.8% | 加碼 |
| SB Investment Advisers (UK) Ltd | 10,125,112 | $1.31 億 | 0.99% | +6,928,161+216.7% | 加碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $1.16 億 | 100.00% | 00.0% | 不變 |
| Sands Capital Management, LLC | 6,766,855 | $8,777 萬 | 0.24% | −159,741−2.3% | 減碼 |
| Bamco Inc | 6,314,857 | $8,190 萬 | 0.22% | −1,685,749−21.1% | 減碼 |
| Goldman Sachs Group Inc | 6,081,289 | $7,887 萬 | 0.01% | −5,174,123−46.0% | 減碼 |
| Oceanlink Management Ltd. | 5,024,072 | $6,516 萬 | 11.50% | −11,734,694−70.0% | 減碼 |
| Softbank Group Corp | 4,406,311 | $5,715 萬 | 0.22% | +1,788,630+68.3% | 加碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,066,939 | $5,275 萬 | 9.75% | −3,081,920−43.1% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 4,066,553 | $5,274 萬 | 1.29% | +4,066,553 | 新進 |
| Alpine Investment Management Ltd | 4,000,000 | $5,188 萬 | 43.62% | −598,038−13.0% | 減碼 |
| Capital International Inc | 3,859,842 | $5,006 萬 | 0.40% | +3,859,842 | 新進 |
| Bank of America Corp | 3,828,493 | $4,966 萬 | 0.00% | −968,885−20.2% | 減碼 |
| Oaktree Capital Management LP大師橡樹資本 | 3,797,697 | $4,926 萬 | 0.82% | +1,955,360+106.1% | 加碼 |
| Polunin Capital Partners Ltd | 3,145,346 | $4,209 萬 | 6.19% | −101,800−3.1% | 減碼 |
| Ameriprise Financial Inc | 3,213,388 | $4,168 萬 | 0.01% | −413,652−11.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,037,777 | $3,971 萬 | 0.10% | +313,783+11.5% | 加碼 |
| National Bank of Canada | 2,757,300 | $3,576 萬 | 0.04% | +1,547,800+128.0% | 加碼 |
| Janus Henderson Group PLC | 2,716,960 | $3,523 萬 | 0.02% | −248,000−8.4% | 減碼 |
| Carrhae Capital LLP | 2,674,774 | $3,469 萬 | 3.29% | +2,674,774 | 新進 |
| BNP Paribas Arbitrage, SA | 2,604,359 | $3,378 萬 | 0.03% | +499,505+23.7% | 加碼 |
| Bright Valley Capital Ltd | 2,572,000 | $3,336 萬 | 26.37% | +2,572,000 | 新進 |
| Robeco Institutional Asset Management B.V. | 2,477,746 | $3,214 萬 | 0.05% | +58,800+2.4% | 加碼 |
| Cederberg Capital Ltd | 2,467,000 | $3,200 萬 | 9.14% | +782,700+46.5% | 加碼 |
| HSBC Holdings PLC | 2,337,507 | $3,031 萬 | 0.02% | +1,966,842+530.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,314,930 | $3,002 萬 | 0.02% | +978,850+73.3% | 加碼 |
| Russell Investments Group, Ltd. | 2,260,366 | $2,932 萬 | 0.03% | +1,148,008+103.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,233,393 | $2,897 萬 | 0.02% | −449,034−16.7% | 減碼 |
| Voloridge Investment Management, LLC | 2,138,092 | $2,773 萬 | 0.09% | +2,138,092 | 新進 |
| Qube Research & Technologies Ltd | 1,903,758 | $2,469 萬 | 0.03% | −686,863−26.5% | 減碼 |
| State Street Corp | 1,881,931 | $2,441 萬 | 0.00% | −359,488−16.0% | 減碼 |
| Matthews International Capital Management LLC | 1,851,438 | $2,401 萬 | 5.59% | −1,128,394−37.9% | 減碼 |
| Nordea Investment Management AB | 1,699,440 | $2,224 萬 | 0.02% | +1,699,440 | 新進 |
| Jane Street Group, LLC | 1,638,575 | $2,125 萬 | 0.02% | +1,508,297+1,157.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,610,669 | $2,088 萬 | 0.54% | +829,316+106.1% | 加碼 |
| Keystone Investors Pte Ltd | 1,559,186 | $2,022 萬 | 2.34% | +1,559,186 | 新進 |
| Blue Creek Capital Management Ltd | 1,557,313 | $2,020 萬 | 24.85% | +96,000+6.6% | 加碼 |
| Allianz Asset Management GmbH | 1,526,538 | $1,980 萬 | 0.02% | +741,635+94.5% | 加碼 |
| Legal & General Group Plc | 1,497,185 | $1,942 萬 | 0.00% | +6,097+0.4% | 加碼 |
| Citigroup Inc | 1,394,809 | $1,809 萬 | 0.01% | +303,587+27.8% | 加碼 |
| C WorldWide Group Holding A/S | 1,368,300 | $1,775 萬 | 0.27% | +1,368,300 | 新進 |
| Pictet Asset Management Holding SA | 1,247,064 | $1,617 萬 | 0.02% | +1,172,482+1,572.1% | 加碼 |
| Highlander Partners, L.P. | 1,228,237 | $1,593 萬 | 5.56% | −260,000−17.5% | 減碼 |
| UBS Group AG | 1,190,547 | $1,544 萬 | 0.00% | −163,620−12.1% | 減碼 |
| Perpetual Ltd | 1,101,906 | $1,429 萬 | 0.18% | −127,094−10.3% | 減碼 |
| Franklin Resources Inc | 1,096,660 | $1,422 萬 | 0.00% | +12,718+1.2% | 加碼 |
| California Public Employees Retirement System | 1,043,468 | $1,353 萬 | 0.01% | −91,159−8.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 1,034,085 | $1,341 萬 | 0.52% | +438,694+73.7% | 加碼 |
| Triata Capital Ltd | 1,009,219 | $1,309 萬 | 1.53% | +522,800+107.5% | 加碼 |
| Charles Schwab Investment Management Inc | 976,959 | $1,267 萬 | 0.00% | −17,585−1.8% | 減碼 |
| HarbourVest Partners LLC | 957,580 | $1,242 萬 | 6.06% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 918,835 | $1,192 萬 | 0.17% | +30,409+3.4% | 加碼 |
| Pinebridge Investments, L.P. | 869,304 | $1,127 萬 | 0.08% | −3,069−0.4% | 減碼 |
| GF Fund Management Co. Ltd. | 810,795 | $1,052 萬 | 0.19% | −53,821−6.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 799,403 | $950.0 萬 | 0.40% | −25,878−3.1% | 減碼 |
| BlackRock, Inc. | 719,900 | $933.7 萬 | 0.00% | −12,025,764−94.4% | 減碼 |
| Working Capital Advisors (UK) Ltd. | 705,497 | $915.0 萬 | 10.94% | +705,497 | 新進 |
| Price T Rowe Associates Inc | 697,661 | $904.9 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 683,572 | $886.6 萬 | 0.01% | −13,518−1.9% | 減碼 |
| GAM Holding AG | 640,360 | $830.5 萬 | 0.51% | −123,573−16.2% | 減碼 |
| Van Eck Associates Corp | 613,548 | $795.8 萬 | 0.01% | −43,456−6.6% | 減碼 |
| Federated Hermes, Inc. | 593,624 | $769.9 萬 | 0.01% | −202,136−25.4% | 減碼 |
| Barclays PLC | 573,611 | $744.0 萬 | 0.00% | +175,838+44.2% | 加碼 |
| TB Alternative Assets Ltd. | 515,054 | $668.0 萬 | 1.00% | −15,400−2.9% | 減碼 |
| Optimas Capital Ltd | 497,885 | $645.8 萬 | 4.08% | +497,885 | 新進 |
| Acadian Asset Management LLC | 479,120 | $621.4 萬 | 0.01% | −674,480−58.5% | 減碼 |
| AIA Group Ltd | 460,301 | $597.0 萬 | 0.11% | +202,056+78.2% | 加碼 |
| Beaconlight Capital, LLC | 458,277 | $594.4 萬 | 2.93% | +53,380+13.2% | 加碼 |
| Amiral Gestion | 455,000 | $590.1 萬 | 2.14% | +235,000+106.8% | 加碼 |
| Octahedron Capital Management L.P. | 452,000 | $586.2 萬 | 3.33% | −30,041−6.2% | 減碼 |
| Mawer Investment Management Ltd. | 431,100 | $559.1 萬 | 0.03% | 00.0% | 不變 |
| Burgundy Asset Management Ltd. | 408,685 | $533.3 萬 | 0.05% | −644,821−61.2% | 減碼 |
| SEI Investments Co | 407,595 | $528.7 萬 | 0.01% | −243,352−37.4% | 減碼 |
| Millennium Management LLC | 382,968 | $496.7 萬 | 0.00% | −612,542−61.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 343,473 | $445.5 萬 | 0.02% | +343,473 | 新進 |
| Citadel Advisors LLC | 327,987 | $425.4 萬 | 0.00% | −418,583−56.1% | 減碼 |
| Public Employees Retirement System of Ohio | 305,844 | $396.7 萬 | 0.01% | −8,000−2.5% | 減碼 |
| Squarepoint Ops LLC | 293,108 | $380.2 萬 | 0.01% | +161,282+122.3% | 加碼 |
| Driehaus Capital Management LLC | 286,309 | $371.3 萬 | 0.03% | −5,660,779−95.2% | 減碼 |
| Nomura Holdings Inc | 285,746 | $370.6 萬 | 0.02% | −629,217−68.8% | 減碼 |
| AI-Squared Management Ltd | 278,700 | $361.5 萬 | 3.76% | +278,700 | 新進 |