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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 季與 2025 年第 2 季比較

持有 Full Truck Alliance Co. Ltd. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

YMM 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數2293229+3
股數6.72 億1,523 萬7.13 億+5,654 萬 (+8.6%)
市值$79.3 億$1.80 億$92.4 億+$14.9 億 (+19.2%)

3 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（44 家）

2025 年第 3 季季末持有 Full Truck Alliance Co. Ltd.、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 YMM 的機構
機構股數市值佔組合 %
Capital International Investors14,512,490$1.88 億0.03%
HHLR Advisors, Ltd.大師高瓴 HHLR4,066,553$5,274 萬1.29%
Capital International Inc3,859,842$5,006 萬0.40%
Carrhae Capital LLP2,674,774$3,469 萬3.29%
Bright Valley Capital Ltd2,572,000$3,336 萬26.37%
Voloridge Investment Management, LLC2,138,092$2,773 萬0.09%
Nordea Investment Management AB1,699,440$2,224 萬0.02%
Keystone Investors Pte Ltd1,559,186$2,022 萬2.34%
C WorldWide Group Holding A/S1,368,300$1,775 萬0.27%
Working Capital Advisors (UK) Ltd.705,497$915.0 萬10.94%
Optimas Capital Ltd497,885$645.8 萬4.08%
State of New Jersey Common Pension Fund D343,473$445.5 萬0.02%
AI-Squared Management Ltd278,700$361.5 萬3.76%
Capital International Sarl264,518$343.1 萬0.06%
BLI - Banque de Luxembourg Investments262,000$342.8 萬0.10%
B. Metzler seel. Sohn & Co. AG203,393$263.8 萬0.02%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main200,000$259.4 萬0.00%
Woodline Partners LP136,899$177.6 萬0.01%
Newport Asia LLC131,967$171.2 萬100.00%
Schonfeld Strategic Advisors LLC125,309$162.5 萬0.01%
FengHe Fund Management Pte. Ltd.119,100$154.5 萬0.14%
Quantitative Investment Management, LLC99,525$129.0 萬0.18%
Myriad Asset Management US LP97,477$126.4 萬0.69%
Himension Fund84,109$109.1 萬0.07%
GTS Securities LLC73,931$95.9 萬0.04%
Bayesian Capital Management, LP52,900$68.6 萬0.14%
Pathstone Holdings, LLC46,620$60.5 萬0.00%
HRT Financial LP45,831$59.4 萬0.00%
Leonteq Securities AG28,348$36.8 萬0.02%
Scientech Research LLC26,786$34.7 萬0.12%
HighTower Advisors, LLC18,011$23.4 萬0.00%
Tuttle Tactical Management13,132$17.0 萬0.64%
LPL Financial LLC12,046$15.6 萬0.00%
Stifel Financial Corp11,407$14.8 萬0.00%
Brevan Howard Capital Management LP11,213$14.5 萬0.00%
Oppenheimer Asset Management Inc.10,912$14.2 萬0.00%
Virtu Financial LLC10,533$13.7 萬0.01%
Shen Neil Nanpeng7,174$7.95 萬89.85%
Aquatic Capital Management LLC3,945$5.12 萬0.00%
First Horizon Corp1,287$1.67 萬0.00%
Fairman Group, LLC583$7,5620.01%
CoreCap Advisors, LLC200$2,5940.00%
Bessemer Group Inc180$2,0000.00%
Rossby Financial, LCC28$3620.00%

清倉機構（41 家）

2025 年第 2 季季末持有 Full Truck Alliance Co. Ltd.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 YMM 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Baillie Gifford & Co14,486,413$1.71 億
Nuveen, LLC4,675,399$5,522 萬
Brilliance Asset Management Ltd2,847,336$3,363 萬
APG Asset Management N.V.3,329,800$3,350 萬
Canada Pension Plan Investment Board2,732,300$3,227 萬
Sylebra Capital LLC2,248,977$2,656 萬
Kadensa Capital Ltd1,980,461$2,339 萬
Farallon Capital Management, L.L.C.1,550,598$1,831 萬
Principal Financial Group Inc1,481,670$1,750 萬
Taikang Asset Management (Hong Kong) Co Ltd1,211,700$1,431 萬
Man Group plc957,015$1,130 萬
Twenty Acre Capital LP786,100$928.4 萬
WT Asset Management Ltd576,195$680.5 萬
Wellington Management Group LLP473,155$558.8 萬
Old Mission Capital LLC420,834$497.0 萬
UBS Asset Management Americas Inc414,407$489.4 萬
Point72 Hong Kong Ltd318,855$376.6 萬
Macquarie Group Ltd300,000$354.3 萬
Lighthouse Investment Partners, LLC285,207$336.8 萬
Healthcare of Ontario Pension Plan Trust Fund267,000$315.3 萬
Eschler Asset Management LLP250,000$295.3 萬
UBS Oconnor LLC186,090$219.8 萬
Alps Advisors Inc167,550$197.9 萬
Hudson Bay Capital Management LP143,222$169.1 萬
Walleye Capital LLC136,408$161.1 萬
XTX Topco Ltd120,522$142.3 萬
Connor, Clark & Lunn Investment Management Ltd.113,876$134.5 萬
Cubist Systematic Strategies, LLC96,825$114.4 萬
Antipodes Partners Ltd68,035$80.4 萬
Quadrature Capital Ltd49,106$58.0 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.48,339$57.1 萬
Oberweis Asset Management Inc45,000$53.1 萬
Freemont Capital Pte Ltd45,000$53.1 萬
LMR Partners LLP20,000$23.6 萬
Hexagon Capital Partners LLC14,619$17.3 萬
Two Sigma Securities, LLC10,902$12.9 萬
DRW Securities, LLC10,022$12.1 萬
Raymond James Financial Inc374$4,417
NewSquare Capital LLC119$1,405
Sunbelt Securities, Inc.100$1,082
Sierra Ocean, LLC52$614

尚未申報 2025 年第 3 季的機構（3 家）

2025 年第 2 季季末持有 Full Truck Alliance Co. Ltd.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 YMM、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank11,399,070$1.35 億
E Fund Management Co., Ltd.3,810,726$4,500 萬
Atria Wealth Solutions, Inc.16,630$19.6 萬