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 |
|---|---|---|---|---|---|
| HHLR Advisors, Ltd.大師高瓴 HHLR | 4,066,553 | $5,274 萬 | 1.29% | +4,066,553 | 新進 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,066,939 | $5,275 萬 | 9.75% | −3,081,920−43.1% | 減碼 |
| Softbank Group Corp | 4,406,311 | $5,715 萬 | 0.22% | +1,788,630+68.3% | 加碼 |
| Oceanlink Management Ltd. | 5,024,072 | $6,516 萬 | 11.50% | −11,734,694−70.0% | 減碼 |
| Goldman Sachs Group Inc | 6,081,289 | $7,887 萬 | 0.01% | −5,174,123−46.0% | 減碼 |
| Bamco Inc | 6,314,857 | $8,190 萬 | 0.22% | −1,685,749−21.1% | 減碼 |
| Sands Capital Management, LLC | 6,766,855 | $8,777 萬 | 0.24% | −159,741−2.3% | 減碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $1.16 億 | 100.00% | 00.0% | 不變 |
| SB Investment Advisers (UK) Ltd | 10,125,112 | $1.31 億 | 0.99% | +6,928,161+216.7% | 加碼 |
| North of South Capital LLP | 10,607,375 | $1.38 億 | 13.22% | +2,682,409+33.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 10,647,830 | $1.38 億 | 0.30% | +4,611,050+76.4% | 加碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.69 億 | 1.04% | 00.0% | 不變 |
| Alkeon Capital Management LLC | 14,198,535 | $1.84 億 | 0.83% | −500,000−3.4% | 減碼 |
| Capital International Investors | 14,512,490 | $1.88 億 | 0.03% | +14,512,490 | 新進 |
| Davis Selected Advisers | 14,981,773 | $1.94 億 | 1.01% | +3,345,848+28.8% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 15,348,790 | $1.99 億 | 10.59% | −199,609−1.3% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 18,429,584 | $2.39 億 | 26.51% | −379,600−2.0% | 減碼 |
| All-Stars Investment Ltd | 22,095,164 | $2.87 億 | 87.59% | 00.0% | 不變 |
| JPMorgan Chase & Co | 23,019,709 | $2.99 億 | 0.02% | −7,337,066−24.2% | 減碼 |
| Morgan Stanley | 23,379,551 | $3.03 億 | 0.02% | −4,321,409−15.6% | 減碼 |
| Aspex Management (HK) Ltd | 23,763,953 | $3.08 億 | 6.59% | +1,308,330+5.8% | 加碼 |
| Krane Funds Advisors LLC | 28,165,473 | $3.52 億 | 10.01% | +5,880,548+26.4% | 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 |
| Vanguard Group Inc | 32,543,487 | $4.22 億 | 0.01% | +353,840+1.1% | 加碼 |
| Schroder Investment Management Group | 33,333,051 | $4.32 億 | 0.34% | +32,179,501+2,789.6% | 加碼 |
| FMR LLC | 34,773,664 | $4.51 億 | 0.02% | −3,595,236−9.4% | 減碼 |
| Invesco Ltd. | 54,223,349 | $7.03 億 | 0.11% | +21,628,993+66.4% | 加碼 |
| FIL Ltd | 63,341,380 | $8.22 億 | 0.65% | +9,264,895+17.1% | 加碼 |
| First Beijing Investment Ltd | 68,645,580 | $8.90 億 | 34.38% | +29,150,926+73.8% | 加碼 |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −14,486,413−100.0% | 清倉 |
| Nuveen, LLC | 0 | $0 | 0.00% | −4,675,399−100.0% | 清倉 |
| Brilliance Asset Management Ltd | 0 | $0 | 0.00% | −2,847,336−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −3,329,800−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,732,300−100.0% | 清倉 |
| Sylebra Capital LLC | 0 | $0 | 0.00% | −2,248,977−100.0% | 清倉 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −1,980,461−100.0% | 清倉 |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,550,598−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −1,481,670−100.0% | 清倉 |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −1,211,700−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −957,015−100.0% | 清倉 |
| Twenty Acre Capital LP | 0 | $0 | 0.00% | −786,100−100.0% | 清倉 |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −576,195−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −473,155−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −420,834−100.0% | 清倉 |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −414,407−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −318,855−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −285,207−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −267,000−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −186,090−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −167,550−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −143,222−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −136,408−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −120,522−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −113,876−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −96,825−100.0% | 清倉 |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −68,035−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −49,106−100.0% | 清倉 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −48,339−100.0% | 清倉 |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Freemont Capital Pte Ltd | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −14,619−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,902−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,022−100.0% | 清倉 |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −374−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| E Fund Management Co., Ltd. | – | – | – | – | 本季未申報 |
| Atria Wealth Solutions, Inc. | – | – | – | – | 本季未申報 |