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 13F 持有人
Full Truck Alliance Co. Ltd. 在 2026/6/30 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
- 245
- 較 2026 年第 1 季 +45 家
- 持有股數
- 7.41 億
- 較 2026 年第 1 季 +2,349 萬 (+3.3%)
- 總市值
- $60.1 億
- 較 2026 年第 1 季 +$6,772 萬 (+1.1%)
- 新進機構
- 86
- 另有 79 家加碼
- 清倉機構
- 41
- 另有 58 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 2,435,496 | $1,978 萬 | 0.08% | −2,280,942−48.4% | 減碼 |
| Qube Research & Technologies Ltd | 2,443,418 | $1,984 萬 | 0.02% | −5,029,953−67.3% | 減碼 |
| Vanguard Asset Management, Ltd | 2,467,908 | $2,004 萬 | 0.01% | +1,209,311+96.1% | 加碼 |
| Working Capital Advisors (UK) Ltd. | 2,993,393 | $2,440 萬 | 42.13% | +277,559+10.2% | 加碼 |
| Polunin Capital Partners Ltd | 3,098,533 | $2,655 萬 | 6.52% | −54,300−1.7% | 減碼 |
| Serenity Capital Management Pte. Ltd. | 3,687,779 | $2,994 萬 | 9.03% | 00.0% | 不變 |
| Legal & General Group Plc | 3,716,403 | $3,018 萬 | 0.01% | +1,893,814+103.9% | 加碼 |
| Softbank Group Corp | 3,884,483 | $3,154 萬 | 0.17% | 00.0% | 不變 |
| Jupiter Topco LLC | 3,942,664 | $3,200 萬 | 0.01% | +3,942,664 | 新進 |
| HSBC Holdings PLC | 4,112,749 | $3,340 萬 | 0.02% | +2,137,057+108.2% | 加碼 |
| Sands Capital Management, LLC | 4,294,886 | $3,487 萬 | 0.13% | −675,893−13.6% | 減碼 |
| Bamco Inc | 4,429,188 | $3,597 萬 | 0.05% | +244,830+5.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,631,541 | $3,761 萬 | 0.02% | +1,566,938+51.1% | 加碼 |
| Geode Capital Management, LLC | 4,698,122 | $3,784 萬 | 0.00% | +4,353,265+1,262.3% | 加碼 |
| E Fund Management Co., Ltd. | 4,667,220 | $3,790 萬 | 0.85% | +158,285+3.5% | 加碼 |
| SB Investment Advisers (UK) Ltd | 5,272,390 | $4,281 萬 | 0.56% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 5,305,679 | $4,308 萬 | 0.03% | −5,934,416−52.8% | 減碼 |
| Ruffer LLP | 5,724,180 | $4,643 萬 | 1.64% | +5,724,180 | 新進 |
| Vanguard Fiduciary Trust Co | 6,157,457 | $5,000 萬 | 0.01% | −79,581−1.3% | 減碼 |
| Mondrian Investment Partners LTD | 6,807,609 | $5,528 萬 | 1.00% | −589,553−8.0% | 減碼 |
| UBS Group AG | 7,292,014 | $5,921 萬 | 0.01% | −346,560−4.5% | 減碼 |
| State Street Corp | 8,310,044 | $6,748 萬 | 0.00% | +6,776,511+441.9% | 加碼 |
| Empower Harvest Management Services, Inc. | 8,970,263 | $7,284 萬 | 100.00% | 00.0% | 不變 |
| Norges Bank | 9,160,250 | $7,438 萬 | 0.01% | +9,160,250 | 新進 |
| Alkeon Capital Management LLC | 9,398,535 | $7,632 萬 | 0.29% | +500,000+5.6% | 加碼 |
| Brilliance Asset Management Ltd | 10,127,735 | $8,224 萬 | 24.23% | +3,605,355+55.3% | 加碼 |
| Goldman Sachs Group Inc | 10,502,067 | $8,528 萬 | 0.01% | +2,925,202+38.6% | 加碼 |
| Oceanlink Management Ltd. | 10,716,590 | $8,702 萬 | 21.75% | −3,051,179−22.2% | 減碼 |
| Morgan Stanley | 10,736,456 | $8,718 萬 | 0.00% | +1,223,819+12.9% | 加碼 |
| North of South Capital LLP | 12,936,046 | $1.05 億 | 7.73% | +1,817,923+16.4% | 加碼 |
| SC US (TTGP), Ltd. | 13,057,904 | $1.06 億 | 0.33% | 00.0% | 不變 |
| Schroder Investment Management Group | 13,781,521 | $1.12 億 | 0.08% | −20,983,953−60.4% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 14,210,686 | $1.15 億 | 17.41% | −439,976−3.0% | 減碼 |
| Alpine Investment Management Ltd | 17,210,388 | $1.40 億 | 33.99% | +6,160,388+55.8% | 加碼 |
| All-Stars Investment Ltd | 21,947,164 | $1.78 億 | 89.45% | −148,000−0.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 22,471,443 | $1.82 億 | 0.40% | +3,160,527+16.4% | 加碼 |
| JPMorgan Chase & Co | 23,155,263 | $1.87 億 | 0.01% | +1,081,406+4.9% | 加碼 |
| Vanguard Capital Management LLC | 23,530,788 | $1.91 億 | 0.00% | −359,254−1.5% | 減碼 |
| Davis Selected Advisers | 27,639,082 | $2.24 億 | 0.96% | −1,124,109−3.9% | 減碼 |
| Krane Funds Advisors LLC | 28,352,796 | $2.30 億 | 8.16% | −248,133−0.9% | 減碼 |
| BlackRock, Inc. | 32,143,971 | $2.61 億 | 0.00% | +31,145,847+3,120.4% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 39,452,419 | $3.20 億 | 14.66% | −1,505,100−3.7% | 減碼 |
| FIL Ltd | 60,524,375 | $4.91 億 | 0.35% | −2,687,196−4.3% | 減碼 |
| Invesco Ltd. | 62,128,513 | $5.04 億 | 0.04% | +2,067,672+3.4% | 加碼 |
| First Beijing Investment Ltd | 91,790,875 | $7.45 億 | 30.50% | +1,789,980+2.0% | 加碼 |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −21,791,354−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −4,679,856−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −2,540,270−100.0% | 清倉 |
| Triata Capital Ltd | 0 | $0 | 0.00% | −2,317,919−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,311,532−100.0% | 清倉 |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −972,191−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −908,845−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −804,412−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −372,483−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −347,072−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −341,702−100.0% | 清倉 |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −296,646−100.0% | 清倉 |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −216,446−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −149,143−100.0% | 清倉 |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −146,000−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −123,296−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −104,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −66,399−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −63,000−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −62,094−100.0% | 清倉 |
| Bright Valley Capital Ltd | 0 | $0 | 0.00% | −51,100−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −41,976−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −39,311−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −38,525−100.0% | 清倉 |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −30,811−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −28,185−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −27,419−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,944−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,027−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −16,338−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,315−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −14,054−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,370−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,297−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,261−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,115−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −1,158−100.0% | 清倉 |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| Oakum Bay Capital LLC | – | – | – | – | 本季未申報 |