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 4 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2025/12/31 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
- 211
- 較 2025 年第 3 季 −14 家
- 持有股數
- 7.44 億
- 較 2025 年第 3 季 +3,366 萬 (+4.7%)
- 總市值
- $79.8 億
- 較 2025 年第 3 季 −$12.2 億 (−13.2%)
- 新進機構
- 32
- 另有 76 家加碼
- 清倉機構
- 46
- 另有 75 家減碼
另有 4 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 76,616,568 | $8.22 億 | 32.42% | +7,970,988+11.6% | 加碼 |
| FIL Ltd | 64,382,173 | $6.91 億 | 0.52% | +1,040,793+1.6% | 加碼 |
| Invesco Ltd. | 58,272,671 | $6.25 億 | 0.06% | +4,049,322+7.5% | 加碼 |
| Schroder Investment Management Group | 47,859,035 | $5.14 億 | 0.39% | +14,525,984+43.6% | 加碼 |
| Vanguard Group Inc | 33,004,634 | $3.54 億 | 0.01% | +461,147+1.4% | 加碼 |
| Krane Funds Advisors LLC | 32,100,736 | $3.44 億 | 11.18% | +3,935,263+14.0% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 28,597,879 | $3.07 億 | 7.59% | 00.0% | 不變 |
| Aspex Management (HK) Ltd | 23,763,953 | $2.55 億 | 5.18% | 00.0% | 不變 |
| All-Stars Investment Ltd | 22,095,164 | $2.37 億 | 88.62% | 00.0% | 不變 |
| FMR LLC | 21,744,763 | $2.33 億 | 0.01% | −13,028,901−37.5% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 20,380,969 | $2.19 億 | 12.71% | +5,032,179+32.8% | 加碼 |
| JPMorgan Chase & Co | 18,127,264 | $1.95 億 | 0.01% | −4,892,445−21.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 17,625,617 | $1.89 億 | 0.45% | +6,977,787+65.5% | 加碼 |
| Davis Selected Advisers | 17,537,524 | $1.88 億 | 0.85% | +2,555,751+17.1% | 加碼 |
| Capital International Investors | 16,533,004 | $1.77 億 | 0.03% | +2,020,514+13.9% | 加碼 |
| Oceanlink Management Ltd. | 15,007,851 | $1.61 億 | 31.38% | +9,983,779+198.7% | 加碼 |
| Morgan Stanley | 14,769,842 | $1.58 億 | 0.01% | −8,609,709−36.8% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 14,650,662 | $1.57 億 | 19.52% | −3,778,922−20.5% | 減碼 |
| Alkeon Capital Management LLC | 14,198,535 | $1.52 億 | 0.67% | 00.0% | 不變 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.40 億 | 1.00% | 00.0% | 不變 |
| North of South Capital LLP | 10,847,821 | $1.16 億 | 10.46% | +240,446+2.3% | 加碼 |
| UBS Group AG | 9,411,834 | $1.01 億 | 0.02% | +8,221,287+690.5% | 加碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $9,625 萬 | 100.00% | 00.0% | 不變 |
| Norges Bank | 8,622,839 | $9,252 萬 | 0.01% | +8,622,839 | 新進 |
| Wellington Management Group LLP | 8,191,592 | $8,790 萬 | 0.02% | +8,191,592 | 新進 |
| Alpine Investment Management Ltd | 7,444,800 | $7,988 萬 | 35.88% | +3,444,800+86.1% | 加碼 |
| Sands Capital Management, LLC | 6,123,768 | $6,571 萬 | 0.20% | −643,087−9.5% | 減碼 |
| Bamco Inc | 5,772,623 | $6,194 萬 | 0.17% | −542,234−8.6% | 減碼 |
| Mondrian Investment Partners LTD | 5,548,648 | $5,954 萬 | 0.98% | +5,548,648 | 新進 |
| SB Investment Advisers (UK) Ltd | 5,272,390 | $5,657 萬 | 0.57% | −4,852,722−47.9% | 減碼 |
| Goldman Sachs Group Inc | 5,054,721 | $5,424 萬 | 0.01% | −1,026,568−16.9% | 減碼 |
| Capital International Inc | 3,900,483 | $4,185 萬 | 0.33% | +40,641+1.1% | 加碼 |
| Softbank Group Corp | 3,884,483 | $4,168 萬 | 0.27% | −521,828−11.8% | 減碼 |
| Carrhae Capital LLP | 3,807,441 | $4,085 萬 | 2.72% | +1,132,667+42.3% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 3,519,764 | $3,777 萬 | 0.61% | −277,933−7.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,103,462 | $3,330 萬 | 0.04% | +65,685+2.2% | 加碼 |
| Polunin Capital Partners Ltd | 3,152,133 | $3,108 萬 | 4.79% | +6,787+0.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,811,870 | $3,017 萬 | 0.04% | +334,124+13.5% | 加碼 |
| Nordea Investment Management AB | 2,326,558 | $2,508 萬 | 0.02% | +627,118+36.9% | 加碼 |
| Russell Investments Group, Ltd. | 2,320,735 | $2,490 萬 | 0.03% | +60,369+2.7% | 加碼 |
| Jane Street Group, LLC | 2,229,380 | $2,392 萬 | 0.03% | +590,805+36.1% | 加碼 |
| Janus Henderson Group PLC | 2,221,204 | $2,381 萬 | 0.01% | −495,756−18.2% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2,130,451 | $2,286 萬 | 4.76% | −1,936,488−47.6% | 減碼 |
| Marshall Wace, LLP | 2,081,499 | $2,233 萬 | 0.02% | +2,081,499 | 新進 |
| Triata Capital Ltd | 2,004,719 | $2,151 萬 | 2.61% | +995,500+98.6% | 加碼 |
| State Street Corp | 1,868,264 | $2,005 萬 | 0.00% | −13,667−0.7% | 減碼 |
| Cederberg Capital Ltd | 1,828,900 | $1,962 萬 | 6.37% | −638,100−25.9% | 減碼 |
| Serenity Capital Management Pte. Ltd. | 1,807,769 | $1,940 萬 | 5.15% | +1,807,769 | 新進 |
| Legal & General Group Plc | 1,775,293 | $1,905 萬 | 0.00% | +278,108+18.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,627,148 | $1,746 萬 | 0.01% | −606,245−27.1% | 減碼 |
| Bank of America Corp | 1,594,840 | $1,711 萬 | 0.00% | −2,233,653−58.3% | 減碼 |
| Working Capital Advisors (UK) Ltd. | 1,583,350 | $1,699 萬 | 22.66% | +877,853+124.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,552,183 | $1,665 萬 | 0.01% | −1,052,176−40.4% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,541,153 | $1,652 萬 | 0.46% | −69,516−4.3% | 減碼 |
| Franklin Resources Inc | 1,348,557 | $1,447 萬 | 0.00% | +251,897+23.0% | 加碼 |
| Citigroup Inc | 1,331,148 | $1,428 萬 | 0.01% | −63,661−4.6% | 減碼 |
| Matthews International Capital Management LLC | 1,296,189 | $1,391 萬 | 4.22% | −555,249−30.0% | 減碼 |
| Highlander Partners, L.P. | 1,228,237 | $1,318 萬 | 4.73% | 00.0% | 不變 |
| HSBC Holdings PLC | 1,216,792 | $1,312 萬 | 0.01% | −1,120,715−47.9% | 減碼 |
| C WorldWide Group Holding A/S | 1,187,700 | $1,274 萬 | 0.22% | −180,600−13.2% | 減碼 |
| Capitolis Liquid Global Markets LLC | 1,167,500 | $1,253 萬 | 0.07% | +1,167,500 | 新進 |
| SG Americas Securities, LLC | 1,146,420 | $1,230 萬 | 0.02% | +965,601+534.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 986,505 | $1,150 萬 | 0.43% | +187,102+23.4% | 加碼 |
| BlackRock, Inc. | 1,043,979 | $1,120 萬 | 0.00% | +324,079+45.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,007,460 | $1,081 萬 | 0.01% | −1,307,470−56.5% | 減碼 |
| Charles Schwab Investment Management Inc | 978,389 | $1,050 萬 | 0.00% | +1,430+0.1% | 加碼 |
| HarbourVest Partners LLC | 957,580 | $1,027 萬 | 5.90% | 00.0% | 不變 |
| HRT Financial LP | 941,278 | $1,010 萬 | 0.03% | +895,447+1,953.8% | 加碼 |
| Perpetual Ltd | 853,980 | $916.3 萬 | 0.13% | −247,926−22.5% | 減碼 |
| GF Fund Management Co. Ltd. | 817,402 | $877.1 萬 | 0.15% | +6,607+0.8% | 加碼 |
| Notable Capital Management, L.L.C. | 810,448 | $869.6 萬 | 11.86% | +810,448 | 新進 |
| Bright Valley Capital Ltd | 755,876 | $811.1 萬 | 5.50% | −1,816,124−70.6% | 減碼 |
| Price T Rowe Associates Inc | 697,661 | $748.6 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 678,130 | $727.6 萬 | 0.00% | +104,519+18.2% | 加碼 |
| Ameriprise Financial Inc | 675,130 | $724.4 萬 | 0.00% | −2,538,258−79.0% | 減碼 |
| California Public Employees Retirement System | 661,814 | $710.1 萬 | 0.00% | −381,654−36.6% | 減碼 |
| Lazard Asset Management LLC | 635,723 | $682.1 萬 | 0.01% | −47,849−7.0% | 減碼 |
| LMR Partners LLP | 630,210 | $676.2 萬 | 0.06% | +630,210 | 新進 |
| Pictet Asset Management Holding SA | 567,782 | $609.2 萬 | 0.01% | −679,282−54.5% | 減碼 |
| Liontrust Investment Partners LLP | 545,668 | $585.5 萬 | 0.09% | −373,167−40.6% | 減碼 |
| 1832 Asset Management L.P. | 516,223 | $553.9 萬 | 0.01% | +516,223 | 新進 |
| Boundless Plain Holdings Ltd | 510,383 | $547.6 萬 | 1.75% | +510,383 | 新進 |
| AIA Group Ltd | 510,066 | $547.3 萬 | 0.08% | +49,765+10.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 498,759 | $535.2 萬 | 0.02% | +155,286+45.2% | 加碼 |
| BLI - Banque de Luxembourg Investments | 482,000 | $526.6 萬 | 0.15% | +220,000+84.0% | 加碼 |
| TB Alternative Assets Ltd. | 468,434 | $502.6 萬 | 0.82% | −46,620−9.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 466,297 | $500.3 萬 | 0.03% | +340,988+272.1% | 加碼 |
| Van Eck Associates Corp | 462,943 | $496.8 萬 | 0.00% | −150,605−24.5% | 減碼 |
| Pinebridge Investments Asia Ltd | 459,229 | $492.8 萬 | 1.69% | +459,229 | 新進 |
| Citadel Advisors LLC | 439,843 | $472.0 萬 | 0.00% | +111,856+34.1% | 加碼 |
| Yiheng Capital Management, L.P. | 411,143 | $441.2 萬 | 1.92% | +411,143 | 新進 |
| Fideuram Asset Management (Ireland) dac | 344,209 | $402.4 萬 | 0.32% | +344,209 | 新進 |
| Geode Capital Management, LLC | 308,502 | $331.0 萬 | 0.00% | +55,706+22.0% | 加碼 |
| Public Employees Retirement System of Ohio | 305,844 | $328.2 萬 | 0.01% | 00.0% | 不變 |
| GAM Holding AG | 303,655 | $325.8 萬 | 0.21% | −336,705−52.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 299,388 | $321.2 萬 | 0.03% | +95,995+47.2% | 加碼 |
| Federated Hermes, Inc. | 292,745 | $314.1 萬 | 0.01% | −300,879−50.7% | 減碼 |
| ABS Direct Equity Fund LLC | 272,619 | $292.5 萬 | 3.48% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 267,685 | $287.2 萬 | 0.00% | −1,636,073−85.9% | 減碼 |
| Capital International Sarl | 266,548 | $286.0 萬 | 0.05% | +2,030+0.8% | 加碼 |