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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 2 季與 2026 年第 1 季比較

持有 Full Truck Alliance Co. Ltd. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

YMM 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數2033245+45
股數7.19 億144.8 萬7.41 億+2,349 萬 (+3.3%)
市值$59.6 億$1,200 萬$60.1 億+$6,772 萬 (+1.1%)

3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（86 家）

2026 年第 2 季季末持有 Full Truck Alliance Co. Ltd.、2026 年第 1 季季末沒有持有的機構。

2026 年第 2 季新進 YMM 的機構
機構股數市值佔組合 %
Norges Bank9,160,250$7,438 萬0.01%
Ruffer LLP5,724,180$4,643 萬1.64%
Jupiter Topco LLC3,942,664$3,200 萬0.01%
UBS Asset Management Americas Inc2,179,182$1,769 萬0.00%
Acadian Asset Management LLC2,022,843$1,642 萬0.02%
Jupiter Asset Management Ltd2,005,400$1,628 萬0.08%
Dymon Asia Capital (Singapore) Pte. Ltd.1,732,410$1,407 萬2.26%
Sumitomo Mitsui Trust Holdings, Inc.1,566,780$1,272 萬0.01%
Swiss National Bank1,348,000$1,095 萬0.01%
Nuveen, LLC1,287,016$1,045 萬0.00%
Nomura Holdings Inc1,240,290$1,007 萬0.04%
Evergreen Quality Fund GP, Ltd.1,021,200$829.2 萬0.13%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.972,500$789.7 萬0.00%
Fideuram Asset Management (Ireland) dac791,003$662.5 萬0.13%
Royal London Asset Management Ltd677,500$550.1 萬0.01%
Man Group plc660,004$535.9 萬0.01%
American Century Companies Inc548,480$445.4 萬0.00%
Aviva PLC495,860$402.6 萬0.01%
Zurcher Kantonalbank (Zurich Cantonalbank)297,348$241.4 萬0.00%
E Fund Management (Hong Kong) Co., Ltd.276,764$224.7 萬0.75%
British Columbia Investment Management Corp276,600$224.6 萬0.01%
Public Sector Pension Investment Board252,000$204.6 萬0.01%
Storebrand Asset Management AS221,682$180.0 萬0.00%
National Pension Service210,469$170.9 萬0.00%
ABS Investment Management LLC202,072$164.1 萬1.33%
Korea Investment CORP197,200$160.1 萬0.00%
KLP Kapitalforvaltning AS187,800$152.5 萬0.00%
Nykredit A/S177,610$144.2 萬0.01%
Resona Asset Management Co.,Ltd.157,088$127.4 萬0.01%
Asset Management One Co.,Ltd.112,636$91.5 萬0.00%
California State Teachers Retirement System110,212$89.5 萬0.00%
Swiss Life Asset Management Ltd107,221$87.1 萬0.00%
Manufacturers Life Insurance Company, The106,770$86.7 萬0.00%
Quantinno Capital Management LP103,884$84.4 萬0.00%
Prosperity Consulting Group, LLC96,395$78.3 萬0.03%
Himension Fund94,443$76.7 萬0.05%
DnB Asset Management AS94,143$76.4 萬0.00%
Prudential Financial Inc86,800$70.5 萬0.00%
Trium Capital LLP84,458$68.6 萬0.43%
Caisse de Depot Et Placement du Quebec80,900$65.7 萬0.00%
Police & Firemen's Retirement System of New Jersey78,503$63.7 萬0.00%
Alliancebernstein L.P.69,353$57.6 萬0.00%
Danske Bank A/S70,000$56.8 萬0.00%
IFM Investors Pty Ltd61,514$49.9 萬0.00%
Tuttle Tactical Management59,098$48.0 萬0.32%
Janney Montgomery Scott LLC55,052$44.7 萬0.00%
Mediolanum International Funds Ltd51,620$41.7 萬0.00%
Certior Financial Group, LLC48,727$39.6 萬0.22%
Quadrature Capital Ltd47,993$39.0 萬0.00%
E. Ohman J:or Asset Management AB43,000$34.9 萬0.01%
Credit Agricole S A40,500$32.9 萬0.00%
Sumitomo Mitsui DS Asset Management Company, Ltd38,144$31.0 萬0.00%
Eurizon Capital SGR S.p.A.37,600$30.5 萬0.00%
Rakuten Investment Management, Inc.36,784$29.7 萬0.00%
KBC Group NV36,302$29.5 萬0.00%
Sanctuary Advisors, LLC35,371$28.7 萬0.00%
Old Mission Capital LLC34,641$28.1 萬0.01%
Cerity Partners LLC33,574$27.3 萬0.00%
Macquarie Group Ltd33,559$27.2 萬0.00%
Ensign Peak Advisors, Inc33,100$26.9 萬0.00%
Voya Investment Management LLC29,848$24.2 萬0.00%
Numerai GP LLC28,736$23.3 萬0.02%
CIBC Asset Management Inc25,820$21.0 萬0.00%
Axxion S.A.21,661$17.6 萬0.01%
Bayesian Capital Management, LP20,813$16.9 萬0.11%
Virtu Financial LLC19,156$15.6 萬0.00%
Pathstone Holdings, LLC15,203$12.3 萬0.00%
Fox Run Management, L.L.C.14,618$11.9 萬0.02%
Cigna Investments Inc14,053$11.4 萬0.01%
Bryn Mawr Trust Co13,000$10.6 萬0.00%
Lighthouse Investment Partners, LLC12,930$10.5 萬0.00%
Prudential PLC12,450$10.1 萬0.00%
Nissay Asset Management Corp11,412$9.27 萬0.00%
Modern Wealth Management, LLC11,311$9.18 萬0.00%
GTS Securities LLC10,690$8.68 萬0.00%
Westwood Holdings Group Inc.10,100$8.20 萬0.00%
IFG Advisory, LLC625$5,0750.00%
Silver Grove Financial Group, Inc.437$3,5480.00%
Continuum Advisory, LLC205$1,6650.00%
Ronald Blue Trust, Inc.191$1,5510.00%
SRS Capital Advisors, Inc.134$1,0880.00%
Action Point Financial Planning, LLC98$7880.00%
True Wealth Design, LLC87$7070.00%
Versant Capital Management, Inc83$6740.00%
Optiver Holding B.V.82$6660.00%
Cornerstone Financial Management LLC65$5280.00%

清倉機構（41 家）

2026 年第 1 季季末持有 Full Truck Alliance Co. Ltd.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 YMM 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Aspex Management (HK) Ltd21,791,354$1.81 億
Millennium Management LLC4,679,856$3,884 萬
HRT Financial LP2,540,270$2,108 萬
Triata Capital Ltd2,317,919$1,924 萬
Wellington Management Group LLP2,311,532$1,919 萬
Nordea Investment Management AB972,191$789.9 萬
BNP PARIBAS ASSET MANAGEMENT Holding S.A.908,845$735.3 萬
LMR Partners LLP804,412$667.7 萬
State of New Jersey Common Pension Fund D372,483$309.2 萬
Y-Intercept (Hong Kong) Ltd347,072$288.1 萬
Jain Global LLC341,702$283.6 萬
Union Bancaire Privee, UBP SA296,646$215.7 萬
B. Metzler seel. Sohn & Co. AG216,446$179.7 萬
Polymer Capital Management (HK) LTD149,143$123.8 萬
Long Corridor Asset Management Ltd146,000$121.2 萬
Jump Financial, LLC123,296$102.3 萬
Winton Group Ltd104,000$86.3 萬
Squarepoint Ops LLC66,399$55.1 萬
Caxton Associates LLP63,000$52.3 萬
SummitTX Capital, L.P.62,094$51.5 萬
Bright Valley Capital Ltd51,100$42.4 萬
Maven Securities LTD50,000$41.5 萬
Quantessence Capital LLC41,976$34.8 萬
Headlands Technologies LLC39,311$32.6 萬
Two Sigma Securities, LLC38,525$32.0 萬
Persistent Asset Partners Ltd30,811$25.6 萬
Leonteq Securities AG28,185$23.4 萬
Landscape Capital Management, L.L.C.27,419$22.8 萬
ExodusPoint Capital Management, LP23,944$19.9 萬
Jane Street Group, LLC17,027$14.1 萬
Scientech Research LLC16,338$13.6 萬
Verition Fund Management LLC16,315$13.5 萬
Savant Capital, LLC14,054$11.7 萬
Bridgefront Capital, LLC12,370$10.3 萬
Aigen Investment Management, LP12,297$10.2 萬
Brevan Howard Capital Management LP11,261$9.35 萬
Tower Research Capital LLC (TRC)5,115$4.25 萬
CoreCap Advisors, LLC2,200$1.83 萬
Baillie Gifford & Co1,158$9,611
Stone House Investment Management, LLC75$623
North Star Investment Management Corp.56$465

尚未申報 2026 年第 2 季的機構（3 家）

2026 年第 1 季季末持有 Full Truck Alliance Co. Ltd.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 YMM、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC1,392,466$1,154 萬
Skopos Labs, Inc.47,742$39.6 萬
Oakum Bay Capital LLC7,500$6.22 萬