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 |
|---|---|---|---|---|---|
| FMR LLC | 21,744,763 | $2.33 億 | 0.01% | −13,028,901−37.5% | 減碼 |
| All-Stars Investment Ltd | 22,095,164 | $2.37 億 | 88.62% | 00.0% | 不變 |
| Aspex Management (HK) Ltd | 23,763,953 | $2.55 億 | 5.18% | 00.0% | 不變 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 28,597,879 | $3.07 億 | 7.59% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 32,100,736 | $3.44 億 | 11.18% | +3,935,263+14.0% | 加碼 |
| Vanguard Group Inc | 33,004,634 | $3.54 億 | 0.01% | +461,147+1.4% | 加碼 |
| Schroder Investment Management Group | 47,859,035 | $5.14 億 | 0.39% | +14,525,984+43.6% | 加碼 |
| Invesco Ltd. | 58,272,671 | $6.25 億 | 0.06% | +4,049,322+7.5% | 加碼 |
| FIL Ltd | 64,382,173 | $6.91 億 | 0.52% | +1,040,793+1.6% | 加碼 |
| First Beijing Investment Ltd | 76,616,568 | $8.22 億 | 32.42% | +7,970,988+11.6% | 加碼 |
| Barometer Capital Management Inc. | 13,200 | – | – | −4,817−26.7% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 0 | $0 | 0.00% | −4,066,553−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −2,757,300−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,138,092−100.0% | 清倉 |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −1,559,186−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −1,034,085−100.0% | 清倉 |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −497,885−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −479,120−100.0% | 清倉 |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −458,277−100.0% | 清倉 |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −452,000−100.0% | 清倉 |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −431,100−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −286,309−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −285,746−100.0% | 清倉 |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −278,700−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −248,436−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −183,840−100.0% | 清倉 |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −146,956−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −139,461−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −136,899−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −125,176−100.0% | 清倉 |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −119,100−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −118,002−100.0% | 清倉 |
| Veritas Asset Management LLP | 0 | $0 | 0.00% | −111,136−100.0% | 清倉 |
| Prudential PLC | 0 | $0 | 0.00% | −105,812−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −105,508−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −99,525−100.0% | 清倉 |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −97,477−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −92,971−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −73,931−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −71,807−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −62,116−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −52,900−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −40,996−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −35,221−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −26,786−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −23,149−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −18,011−100.0% | 清倉 |
| Jasper Ridge Partners, L.P. | 0 | $0 | 0.00% | −13,738−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,213−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −10,924−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,533−100.0% | 清倉 |
| Shen Neil Nanpeng | 0 | $0 | 0.00% | −7,174−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,945−100.0% | 清倉 |
| Fairman Group, LLC | 0 | $0 | 0.00% | −583−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −228−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Blue Creek Capital Management Ltd | – | – | – | – | 本季未申報 |
| Pinebridge Investments, L.P. | – | – | – | – | 本季未申報 |
| Burgundy Asset Management Ltd. | – | – | – | – | 本季未申報 |
| Wolverine Trading, LLC | – | – | – | – | 本季未申報 |