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。
2026 年第 1 季 13F 持有人
Full Truck Alliance Co. Ltd. 在 2026/3/31 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
- 203
- 較 2025 年第 4 季 −3 家
- 持有股數
- 7.19 億
- 較 2025 年第 4 季 +1,754 萬 (+2.5%)
- 總市值
- $59.6 億
- 較 2025 年第 4 季 −$15.6 億 (−20.8%)
- 新進機構
- 43
- 另有 68 家加碼
- 清倉機構
- 46
- 另有 67 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 90,000,895 | $7.47 億 | 32.22% | +13,384,327+17.5% | 加碼 |
| FIL Ltd | 63,211,571 | $5.25 億 | 0.41% | −1,170,602−1.8% | 減碼 |
| Invesco Ltd. | 60,060,841 | $4.99 億 | 0.05% | +1,788,170+3.1% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 40,957,519 | $3.40 億 | 8.77% | +12,359,640+43.2% | 加碼 |
| Schroder Investment Management Group | 34,765,474 | $2.89 億 | 0.24% | −13,093,561−27.4% | 減碼 |
| Davis Selected Advisers | 28,763,191 | $2.39 億 | 1.10% | +11,225,667+64.0% | 加碼 |
| Krane Funds Advisors LLC | 28,600,929 | $2.36 億 | 9.70% | −3,499,807−10.9% | 減碼 |
| Vanguard Capital Management LLC | 23,890,042 | $1.98 億 | 0.00% | +23,890,042 | 新進 |
| All-Stars Investment Ltd | 22,095,164 | $1.83 億 | 88.99% | 00.0% | 不變 |
| Aspex Management (HK) Ltd | 21,791,354 | $1.81 億 | 2.62% | −1,972,599−8.3% | 減碼 |
| JPMorgan Chase & Co | 22,073,857 | $1.79 億 | 0.01% | +3,946,593+21.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 19,310,916 | $1.60 億 | 0.40% | +1,685,299+9.6% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 14,650,662 | $1.22 億 | 19.24% | 00.0% | 不變 |
| Oceanlink Management Ltd. | 13,767,769 | $1.14 億 | 23.69% | −1,240,082−8.3% | 減碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.08 億 | 1.17% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 11,240,095 | $9,329 萬 | 0.07% | +10,232,635+1,015.7% | 加碼 |
| North of South Capital LLP | 11,118,123 | $9,228 萬 | 8.29% | +270,302+2.5% | 加碼 |
| Alpine Investment Management Ltd | 11,050,000 | $9,172 萬 | 44.55% | +3,605,200+48.4% | 加碼 |
| Morgan Stanley | 9,512,637 | $7,895 萬 | 0.00% | −5,257,205−35.6% | 減碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $7,445 萬 | 100.00% | 00.0% | 不變 |
| Alkeon Capital Management LLC | 8,898,535 | $7,386 萬 | 0.33% | −5,300,000−37.3% | 減碼 |
| Marshall Wace, LLP | 7,964,011 | $6,610 萬 | 0.07% | +5,882,512+282.6% | 加碼 |
| UBS Group AG | 7,638,574 | $6,340 萬 | 0.01% | −1,773,260−18.8% | 減碼 |
| Goldman Sachs Group Inc | 7,576,865 | $6,289 萬 | 0.01% | +2,522,144+49.9% | 加碼 |
| Qube Research & Technologies Ltd | 7,473,371 | $6,203 萬 | 0.09% | +7,205,686+2,691.9% | 加碼 |
| Mondrian Investment Partners LTD | 7,397,162 | $6,140 萬 | 1.06% | +1,848,514+33.3% | 加碼 |
| Brilliance Asset Management Ltd | 6,522,380 | $5,414 萬 | 15.97% | +6,522,380 | 新進 |
| Vanguard Fiduciary Trust Co | 6,237,038 | $5,177 萬 | 0.01% | +6,237,038 | 新進 |
| Citigroup Inc | 5,704,050 | $4,734 萬 | 0.03% | +4,372,902+328.5% | 加碼 |
| SB Investment Advisers (UK) Ltd | 5,272,390 | $4,376 萬 | 0.57% | 00.0% | 不變 |
| Sands Capital Management, LLC | 4,970,779 | $4,126 萬 | 0.16% | −1,152,989−18.8% | 減碼 |
| Voloridge Investment Management, LLC | 4,716,438 | $3,915 萬 | 0.16% | +4,716,438 | 新進 |
| Millennium Management LLC | 4,679,856 | $3,884 萬 | 0.03% | +4,646,734+14,029.1% | 加碼 |
| E Fund Management Co., Ltd. | 4,508,935 | $3,742 萬 | 1.11% | +4,508,935 | 新進 |
| Bamco Inc | 4,184,358 | $3,473 萬 | 0.10% | −1,588,265−27.5% | 減碼 |
| Softbank Group Corp | 3,884,483 | $3,189 萬 | 0.28% | 00.0% | 不變 |
| Serenity Capital Management Pte. Ltd. | 3,687,779 | $3,061 萬 | 7.39% | +1,880,010+104.0% | 加碼 |
| Polunin Capital Partners Ltd | 3,152,833 | $2,611 萬 | 6.77% | +7000.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,064,603 | $2,544 萬 | 0.02% | +1,512,420+97.4% | 加碼 |
| Working Capital Advisors (UK) Ltd. | 2,715,834 | $2,254 萬 | 38.14% | +1,132,484+71.5% | 加碼 |
| HRT Financial LP | 2,540,270 | $2,108 萬 | 0.05% | +1,598,992+169.9% | 加碼 |
| Bank of America Corp | 2,515,788 | $2,088 萬 | 0.00% | +920,948+57.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,473,867 | $2,053 萬 | 0.03% | −338,003−12.0% | 減碼 |
| Triata Capital Ltd | 2,317,919 | $1,924 萬 | 3.49% | +313,200+15.6% | 加碼 |
| Wellington Management Group LLP | 2,311,532 | $1,919 萬 | 0.00% | −5,880,060−71.8% | 減碼 |
| Susquehanna International Group, LLP | 2,007,885 | $1,667 萬 | 0.02% | +1,933,309+2,592.4% | 加碼 |
| Capital World Investors | 1,970,812 | $1,636 萬 | 0.00% | +1,970,812 | 新進 |
| HSBC Holdings PLC | 1,975,692 | $1,630 萬 | 0.01% | +758,900+62.4% | 加碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,911,741 | $1,587 萬 | 3.73% | −218,710−10.3% | 減碼 |
| Legal & General Group Plc | 1,822,589 | $1,512 萬 | 0.00% | +47,296+2.7% | 加碼 |
| Capitolis Liquid Global Markets LLC | 1,716,200 | $1,424 萬 | 0.09% | +1,716,200 | 新進 |
| State Street Corp | 1,533,533 | $1,273 萬 | 0.00% | −334,731−17.9% | 減碼 |
| Renaissance Technologies LLC | 1,396,629 | $1,159 萬 | 0.02% | +1,396,629 | 新進 |
| Janus Henderson Group PLC | 1,392,466 | $1,154 萬 | 0.01% | −828,738−37.3% | 減碼 |
| Vanguard Asset Management, Ltd | 1,258,597 | $1,045 萬 | 0.01% | +1,258,597 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 1,256,657 | $1,042 萬 | 0.31% | −284,496−18.5% | 減碼 |
| Franklin Resources Inc | 1,219,642 | $1,012 萬 | 0.00% | −128,915−9.6% | 減碼 |
| C WorldWide Group Holding A/S | 1,144,300 | $949.8 萬 | 0.20% | −43,400−3.7% | 減碼 |
| Citadel Advisors LLC | 1,028,630 | $853.8 萬 | 0.01% | +588,787+133.9% | 加碼 |
| BlackRock, Inc. | 998,124 | $828.4 萬 | 0.00% | −45,855−4.4% | 減碼 |
| HarbourVest Partners LLC | 957,580 | $794.8 萬 | 7.88% | 00.0% | 不變 |
| SG Americas Securities, LLC | 952,808 | $790.8 萬 | 0.01% | −193,612−16.9% | 減碼 |
| Nordea Investment Management AB | 972,191 | $789.9 萬 | 0.01% | −1,354,367−58.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 908,845 | $735.3 萬 | 0.01% | −2,194,617−70.7% | 減碼 |
| Charles Schwab Investment Management Inc | 885,314 | $734.8 萬 | 0.00% | −93,075−9.5% | 減碼 |
| GF Fund Management Co. Ltd. | 864,352 | $717.4 萬 | 0.12% | +46,950+5.7% | 加碼 |
| Ameriprise Financial Inc | 810,691 | $672.9 萬 | 0.00% | +135,561+20.1% | 加碼 |
| Notable Capital Management, L.L.C. | 810,448 | $672.7 萬 | 12.60% | 00.0% | 不變 |
| LMR Partners LLP | 804,412 | $667.7 萬 | 0.06% | +174,202+27.6% | 加碼 |
| Price T Rowe Associates Inc | 697,661 | $579.1 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 652,987 | $542.0 萬 | 0.01% | +17,264+2.7% | 加碼 |
| BLI - Banque de Luxembourg Investments | 482,000 | $518.0 萬 | 0.16% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 608,150 | $504.8 萬 | 0.01% | +91,927+17.8% | 加碼 |
| Barclays PLC | 581,557 | $482.7 萬 | 0.00% | −96,573−14.2% | 減碼 |
| California Public Employees Retirement System | 579,828 | $481.3 萬 | 0.00% | −81,986−12.4% | 減碼 |
| Pictet Asset Management Holding SA | 560,014 | $464.8 萬 | 0.00% | −7,768−1.4% | 減碼 |
| Gsa Capital Partners LLP | 525,228 | $435.9 萬 | 0.27% | +457,569+676.3% | 加碼 |
| Yiheng Capital Management, L.P. | 513,248 | $426.0 萬 | 1.85% | +102,105+24.8% | 加碼 |
| AIA Group Ltd | 507,485 | $421.2 萬 | 0.06% | −2,581−0.5% | 減碼 |
| Boundless Plain Holdings Ltd | 510,383 | $419.3 萬 | 1.38% | 00.0% | 不變 |
| Toroso Investments, LLC | 496,737 | $415.0 萬 | 0.01% | +407,089+454.1% | 加碼 |
| TB Alternative Assets Ltd. | 468,434 | $388.8 萬 | 0.81% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 427,604 | $354.9 萬 | 0.60% | +427,604 | 新進 |
| National Bank of Canada | 406,044 | $337.0 萬 | 0.00% | +406,044 | 新進 |
| Van Eck Associates Corp | 395,936 | $328.6 萬 | 0.00% | −67,007−14.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 372,483 | $309.2 萬 | 0.01% | −126,276−25.3% | 減碼 |
| PEAK6 LLC | 360,890 | $299.5 萬 | 0.09% | +357,386+10,199.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 347,072 | $288.1 萬 | 0.05% | +347,072 | 新進 |
| Geode Capital Management, LLC | 344,857 | $286.2 萬 | 0.00% | +36,355+11.8% | 加碼 |
| Jain Global LLC | 341,702 | $283.6 萬 | 0.04% | +159,330+87.4% | 加碼 |
| Russell Investments Group, Ltd. | 328,400 | $272.6 萬 | 0.00% | −1,992,335−85.8% | 減碼 |
| GAM Holding AG | 294,602 | $244.5 萬 | 0.21% | −9,053−3.0% | 減碼 |
| Envestnet Asset Management Inc | 292,429 | $242.7 萬 | 0.00% | +131,268+81.5% | 加碼 |
| Handelsbanken Fonder AB | 267,898 | $222.4 萬 | 0.01% | +267,898 | 新進 |
| Union Bancaire Privee, UBP SA | 296,646 | $215.7 萬 | 0.04% | +99,960+50.8% | 加碼 |
| Matthews International Capital Management LLC | 257,827 | $214.0 萬 | 0.87% | −1,038,362−80.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 248,373 | $205.7 萬 | 0.09% | −738,132−74.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 216,446 | $179.7 萬 | 0.02% | −82,942−27.7% | 減碼 |
| Limestone Investment Advisors LP | 195,371 | $162.2 萬 | 0.80% | 00.0% | 不變 |
| XTX Topco Ltd | 190,151 | $157.8 萬 | 0.03% | +116,550+158.4% | 加碼 |