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 |
|---|---|---|---|---|---|
| ABS Direct Equity Fund LLC | 272,619 | $353.6 萬 | 5.06% | −223,861−45.1% | 減碼 |
| China Universal Asset Management Co., Ltd. | 267,000 | $346.3 萬 | 0.29% | −35,000−11.6% | 減碼 |
| Capital International Sarl | 264,518 | $343.1 萬 | 0.06% | +264,518 | 新進 |
| BLI - Banque de Luxembourg Investments | 262,000 | $342.8 萬 | 0.10% | +262,000 | 新進 |
| Geode Capital Management, LLC | 252,796 | $327.9 萬 | 0.00% | +93,026+58.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 248,436 | $322.2 萬 | 0.08% | +98,850+66.1% | 加碼 |
| Exchange Traded Concepts, LLC | 248,174 | $321.9 萬 | 0.03% | +1,410+0.6% | 加碼 |
| Ramirez Asset Management, Inc. | 229,278 | $297.4 萬 | 0.41% | +16,424+7.7% | 加碼 |
| Oaktree Fund Advisors, LLC | 220,499 | $286.0 萬 | 5.27% | +112,608+104.4% | 加碼 |
| Westpac Banking Corp | 205,241 | $266.2 萬 | 0.16% | −30,944−13.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 203,393 | $263.8 萬 | 0.02% | +203,393 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 200,000 | $259.4 萬 | 0.00% | +200,000 | 新進 |
| Limestone Investment Advisors LP | 195,371 | $253.4 萬 | 1.14% | 00.0% | 不變 |
| Alliancebernstein L.P. | 188,021 | $243.9 萬 | 0.00% | −2,239−1.2% | 減碼 |
| Parametrica Management Ltd | 183,840 | $238.4 萬 | 3.69% | −50,000−21.4% | 減碼 |
| SG Americas Securities, LLC | 180,819 | $234.5 萬 | 0.01% | −2,227,777−92.5% | 減碼 |
| Standard Life Aberdeen plc | 172,228 | $225.3 萬 | 0.00% | −47,985−21.8% | 減碼 |
| Envestnet Asset Management Inc | 172,472 | $223.7 萬 | 0.00% | +62,864+57.4% | 加碼 |
| Abn Amro Investment Solutions | 162,124 | $210.3 萬 | 0.04% | −4,000−2.4% | 減碼 |
| Headlands Technologies LLC | 150,079 | $194.7 萬 | 0.16% | +140,651+1,491.8% | 加碼 |
| Handelsbanken Fonder AB | 146,956 | $190.6 萬 | 0.01% | 00.0% | 不變 |
| Northern Trust Corp | 142,585 | $184.9 萬 | 0.00% | +2,754+2.0% | 加碼 |
| Trexquant Investment LP | 139,461 | $180.9 萬 | 0.02% | −537,730−79.4% | 減碼 |
| Woodline Partners LP | 136,899 | $177.6 萬 | 0.01% | +136,899 | 新進 |
| Royal Bank of Canada | 132,092 | $171.4 萬 | 0.00% | +43,843+49.7% | 加碼 |
| Newport Asia LLC | 131,967 | $171.2 萬 | 100.00% | +131,967 | 新進 |
| Schonfeld Strategic Advisors LLC | 125,309 | $162.5 萬 | 0.01% | +125,309 | 新進 |
| First Trust Advisors LP | 125,176 | $162.4 萬 | 0.00% | +27,904+28.7% | 加碼 |
| Union Bancaire Privee, UBP SA | 138,062 | $161.9 萬 | 0.03% | −156,360−53.1% | 減碼 |
| PEAK6 LLC | 123,961 | $160.8 萬 | 0.04% | −44,166−26.3% | 減碼 |
| Group One Trading, L.P. | 123,927 | $160.7 萬 | 0.05% | +100,089+419.9% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 119,100 | $154.5 萬 | 0.14% | +119,100 | 新進 |
| Northwest & Ethical Investments L.P. | 118,002 | $153.0 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 117,534 | $152.4 萬 | 0.05% | +21,811+22.8% | 加碼 |
| J. Safra Sarasin Holding AG | 115,000 | $149.2 萬 | 0.02% | −150,000−56.6% | 減碼 |
| Veritas Asset Management LLP | 111,136 | $144.1 萬 | 0.02% | 00.0% | 不變 |
| Toroso Investments, LLC | 108,360 | $140.5 萬 | 0.01% | −48,733−31.0% | 減碼 |
| Prudential PLC | 105,812 | $137.2 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 105,850 | $137.2 萬 | 0.03% | +45,063+74.1% | 加碼 |
| IMC-Chicago, LLC | 105,508 | $136.8 萬 | 0.02% | +73,530+229.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 102,665 | $133.2 萬 | 0.01% | +4,778+4.9% | 加碼 |
| Quantitative Investment Management, LLC | 99,525 | $129.0 萬 | 0.18% | +99,525 | 新進 |
| Myriad Asset Management US LP | 97,477 | $126.4 萬 | 0.69% | +97,477 | 新進 |
| Prelude Capital Management, LLC | 92,971 | $120.6 萬 | 0.09% | +64,487+226.4% | 加碼 |
| Jump Financial, LLC | 91,131 | $118.2 萬 | 0.02% | −104,469−53.4% | 減碼 |
| Himension Fund | 84,109 | $109.1 萬 | 0.07% | +84,109 | 新進 |
| Bank of New York Mellon Corp | 79,106 | $102.6 萬 | 0.00% | −9,887−11.1% | 減碼 |
| GTS Securities LLC | 73,931 | $95.9 萬 | 0.04% | +73,931 | 新進 |
| Verition Fund Management LLC | 71,807 | $93.1 萬 | 0.01% | −63,627−47.0% | 減碼 |
| Boothbay Fund Management, LLC | 66,160 | $85.8 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna Portfolio Strategies, LLC | 66,133 | $85.8 萬 | 0.01% | 00.0% | 不變 |
| Keywise Capital Management (HK) Ltd | 64,000 | $83.0 萬 | 0.07% | −4,215,365−98.5% | 減碼 |
| Centiva Capital, LP | 62,116 | $80.6 萬 | 0.08% | +17,707+39.9% | 加碼 |
| Deutsche Bank AG | 61,835 | $80.2 萬 | 0.00% | +14,036+29.4% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 53,200 | $69.0 萬 | 0.28% | −212,837−80.0% | 減碼 |
| Nomura Asset Management Co Ltd | 53,184 | $69.0 萬 | 0.00% | −891,678−94.4% | 減碼 |
| Bayesian Capital Management, LP | 52,900 | $68.6 萬 | 0.14% | +52,900 | 新進 |
| Vident Advisory, LLC | 50,294 | $65.2 萬 | 0.01% | −14,867−22.8% | 減碼 |
| WCM Investment Management, LLC | 49,762 | $65.1 萬 | 0.00% | +3,576+7.7% | 加碼 |
| Bayforest Capital Ltd | 48,102 | $62.4 萬 | 0.30% | −34,870−42.0% | 減碼 |
| Pathstone Holdings, LLC | 46,620 | $60.5 萬 | 0.00% | +46,620 | 新進 |
| HRT Financial LP | 45,831 | $59.4 萬 | 0.00% | +45,831 | 新進 |
| Truist Financial Corp | 42,969 | $55.7 萬 | 0.00% | +11,837+38.0% | 加碼 |
| Wexford Capital LP | 40,996 | $53.2 萬 | 0.16% | +6,909+20.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 40,964 | $53.1 萬 | 0.04% | −23,024−36.0% | 減碼 |
| Mariner, LLC | 39,960 | $51.8 萬 | 0.00% | −8,325−17.2% | 減碼 |
| NFJ Investment Group, LLC | 35,221 | $45.7 萬 | 0.02% | −2,055−5.5% | 減碼 |
| JustInvest LLC | 34,301 | $44.5 萬 | 0.00% | −24,964−42.1% | 減碼 |
| Brinker Capital Investments, LLC | 33,609 | $43.6 萬 | 0.00% | +14,973+80.3% | 加碼 |
| Wolverine Trading, LLC | 30,629 | $40.1 萬 | 0.01% | +16,279+113.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 30,867 | $40.0 萬 | 0.01% | +222+0.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 30,418 | $39.5 萬 | 0.00% | +4,104+15.6% | 加碼 |
| Leonteq Securities AG | 28,348 | $36.8 萬 | 0.02% | +28,348 | 新進 |
| Scientech Research LLC | 26,786 | $34.7 萬 | 0.12% | +26,786 | 新進 |
| O'Shaughnessy Asset Management, LLC | 26,634 | $34.5 萬 | 0.00% | +680+2.6% | 加碼 |
| Harbour Capital Advisors, LLC | 23,300 | $31.2 萬 | 0.06% | −600−2.5% | 減碼 |
| Polymer Capital Management (HK) LTD | 23,149 | $30.0 萬 | 0.04% | −215,175−90.3% | 減碼 |
| Gsa Capital Partners LLP | 23,074 | $29.9 萬 | 0.02% | −8,040−25.8% | 減碼 |
| Susquehanna International Group, LLP | 23,012 | $29.8 萬 | 0.00% | −31,694−57.9% | 減碼 |
| Bryn Mawr Trust Co | 23,000 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Parnassus Investments | 21,547 | $27.9 萬 | 0.00% | +2,333+12.1% | 加碼 |
| HighTower Advisors, LLC | 18,011 | $23.4 萬 | 0.00% | +18,011 | 新進 |
| Barometer Capital Management Inc. | 18,017 | $23.2 萬 | 0.05% | 00.0% | 不變 |
| Savant Capital, LLC | 16,162 | $21.0 萬 | 0.00% | −1,362−7.8% | 減碼 |
| Atomi Financial Group, Inc. | 15,948 | $20.7 萬 | 0.01% | +1,048+7.0% | 加碼 |
| Jasper Ridge Partners, L.P. | 13,738 | $17.8 萬 | 0.00% | 00.0% | 不變 |
| Vise Technologies, Inc. | 13,273 | $17.2 萬 | 0.01% | −251−1.9% | 減碼 |
| Tuttle Tactical Management | 13,132 | $17.0 萬 | 0.64% | +13,132 | 新進 |
| QRG Capital Management, Inc. | 12,298 | $16.0 萬 | 0.00% | −2,240−15.4% | 減碼 |
| LPL Financial LLC | 12,046 | $15.6 萬 | 0.00% | +12,046 | 新進 |
| Stifel Financial Corp | 11,407 | $14.8 萬 | 0.00% | +11,407 | 新進 |
| Hantz Financial Services, Inc. | 11,333 | $14.7 萬 | 0.00% | +7,549+199.5% | 加碼 |
| Brevan Howard Capital Management LP | 11,213 | $14.5 萬 | 0.00% | +11,213 | 新進 |
| Ci Investments Inc. | 10,924 | $14.2 萬 | 0.00% | +1,052+10.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 10,912 | $14.2 萬 | 0.00% | +10,912 | 新進 |
| Virtu Financial LLC | 10,533 | $13.7 萬 | 0.01% | +10,533 | 新進 |
| Daiwa Securities Group Inc. | 10,000 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 10,786 | $12.7 萬 | 0.02% | −252−2.3% | 減碼 |
| Wells Fargo & Company | 6,885 | $8.93 萬 | 0.00% | +1,392+25.3% | 加碼 |
| Shen Neil Nanpeng | 7,174 | $7.95 萬 | 89.85% | +7,174 | 新進 |