Full Truck Alliance -SPN ADRYMM
13F holders, Q2 2026 (June 30)245holders +42
81new positions
41sold out
4famous investors
$8.12avg. 13F price*
At the end of Q2 2026, 245 institutions reported holding Full Truck Alliance -SPN ADR (YMM) in their 13F filings, up 42 from Q1 2026. 81 opened new positions and 41 sold out. The largest holders were First Beijing Investment Ltd ($745.3M), Invesco Ltd. ($504.5M) and FIL Ltd ($491.5M). 4 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Full Truck Alliance -SPN ADR
- CUSIP
- 35969L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $232.6M |
| Exits | 41 | $323.5M |
All 13F filers, Q1 2026 → Q2 2026: 111,886,985 shares bought and 101,905,791 shares sold, net +9,981,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| First Beijing Investment Ltd | 30.50% | Add +2.0% | 91,790,875 | $745.3M |
| Invesco Ltd. | 0.04% | Add +3.4% | 62,128,513 | $504.5M |
| FIL Ltd | 0.35% | Reduce -4.3% | 60,524,375 | $491.5M |
| Greenwoods Asset Management Hong Kong Ltd. | 14.66% | Reduce -3.7% | 39,452,419 | $320.4M |
| BlackRock, Inc. | 0.00% | Add +3120.4% | 32,143,971 | $261.0M |
| Krane Funds Advisors LLC | 8.16% | Reduce -0.9% | 28,352,796 | $230.2M |
| Davis Selected Advisers | 0.96% | Reduce -3.9% | 27,639,082 | $224.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.5% | 23,530,788 | $191.1M |
| JPMorgan Chase & Co. | 0.01% | Add +4.9% | 23,155,263 | $187.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.40% | Add +16.4% | 22,471,443 | $182.5M |
| All-Stars Investment Ltd | 89.45% | Reduce -0.7% | 21,947,164 | $178.2M |
| Alpine Investment Management Ltd | 33.99% | Add +55.8% | 17,210,388 | $139.7M |
| WFM ASIA (BVI) Ltd | 17.41% | Reduce -3.0% | 14,210,686 | $115.4M |
| Schroder Investment Management Group | 0.08% | Reduce -60.4% | 13,781,521 | $111.9M |
| SC US (ttgp), LTD. | 0.33% | No change | 13,057,904 | $106.0M |
| North of South Capital LLP | 7.73% | Add +16.4% | 12,936,046 | $105.0M |
| Morgan Stanley | 0.00% | Add +12.9% | 10,736,456 | $87.2M |
| OLP CAPITAL MANAGEMENT Ltd | 21.75% | Reduce -22.2% | 10,716,590 | $87.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +38.6% | 10,502,067 | $85.3M |
| Brilliance Asset Management Ltd. | 24.23% | Add +55.3% | 10,127,735 | $82.2M |
| Alkeon Capital Management LLC | 0.29% | Add +5.6% | 9,398,535 | $76.3M |
| Norges Bank | 0.01% | — | 9,160,250 | $74.4M |
| Empower Harvest Management Services, Inc. | 100.00% | No change | 8,970,263 | $72.8M |
| State Street Corp. | 0.00% | Add +441.9% | 8,310,044 | $67.5M |
| UBS Group AG | 0.01% | Reduce -4.5% | 7,292,014 | $59.2M |
| Mondrian Investment Partners LTD | 0.85% | Reduce -8.0% | 6,807,609 | $55.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -1.3% | 6,157,457 | $50.0M |
| Ruffer LLP | 1.64% | New | 5,724,180 | $46.4M |
| D. E. Shaw & Co. | 0.03% | Reduce -52.8% | 5,305,679 | $43.1M |
| SB Investment Advisers (uk) Ltd. | 0.56% | No change | 5,272,390 | $42.8M |
| E Fund Management Co., Ltd. | 0.85% | Add +3.5% | 4,667,220 | $37.9M |
| Geode Capital Management, LLC | 0.00% | Add +1262.3% | 4,698,122 | $37.8M |
| BNP Paribas Financial Markets | 0.02% | Add +51.1% | 4,631,541 | $37.6M |
| Baron Capital (BAMCO) | 0.05% | Add +5.8% | 4,429,188 | $36.0M |
| Sands Capital Management, LLC | 0.13% | Reduce -13.6% | 4,294,886 | $34.9M |
| HSBC Holdings PLC | 0.02% | Add +108.2% | 4,112,749 | $33.4M |
| Jupiter Topco LLC | 0.01% | — | 3,942,664 | $32.0M |
| Softbank Group Corp. | 0.17% | No change | 3,884,483 | $31.5M |
| Legal & General Group Plc | 0.01% | Add +103.9% | 3,716,403 | $30.2M |
| Serenity Capital Management Pte. LTD. | 9.03% | No change | 3,687,779 | $29.9M |
| Polunin Capital Partners Ltd | 6.52% | Reduce -1.7% | 3,098,533 | $26.6M |
| Working Capital Advisors (UK) Ltd. | 42.13% | Add +10.2% | 2,993,393 | $24.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +96.1% | 2,467,908 | $20.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -67.3% | 2,443,418 | $19.8M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -48.4% | 2,435,496 | $19.8M |
| Bank of America Corp. | 0.00% | Reduce -13.1% | 2,185,595 | $17.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,179,182 | $17.7M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -16.5% | 2,065,867 | $16.8M |
| Acadian Asset Management LLC | 0.02% | New | 2,022,843 | $16.4M |
| Jupiter Asset Management Ltd. | 0.08% | New | 2,005,400 | $16.3M |
| Barclays PLC | 0.01% | Add +241.7% | 1,987,213 | $16.1M |
| Capital World Investors | 0.00% | Reduce -8.0% | 1,813,054 | $14.7M |
| Dymon Asia Capital (singapore) Pte. LTD. | 2.26% | New | 1,732,410 | $14.1M |
| Capitolis Liquid Global Markets LLC | 0.06% | No change | 1,716,200 | $13.9M |
| Citigroup Inc. | 0.01% | Reduce -71.7% | 1,615,285 | $13.1M |
| Northern Trust Corp. | 0.00% | Add +970.7% | 1,594,198 | $12.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | New | 1,566,780 | $12.7M |
| Deutsche Bank AG | 0.00% | Add +2121.3% | 1,488,472 | $12.1M |
| Swiss National Bank | 0.01% | New | 1,348,000 | $10.9M |
| Nuveen, LLC | 0.00% | New | 1,287,016 | $10.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.24% | No change | 1,256,657 | $10.2M |
| Nomura Holdings Inc. | 0.04% | New | 1,240,290 | $10.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 1,215,966 | $9.9M |
| C WorldWide Group Holding A/S | 0.23% | Add +0.8% | 1,153,400 | $9.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +87.4% | 1,049,337 | $8.5M |
| Evergreen Quality Fund GP, Ltd. | 0.13% | New | 1,021,200 | $8.3M |
| National Bank of Canada | 0.01% | Add +146.3% | 1,000,000 | $8.1M |
| GF Fund Management Co. LTD. | 0.10% | Add +13.2% | 978,258 | $7.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 972,500 | $7.9M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1.97% | Reduce -49.6% | 962,956 | $7.8M |
| HarbourVest Partners LLC | 4.57% | No change | 957,580 | $7.8M |
| 1832 Asset Management L.P. | 0.01% | Add +56.6% | 952,429 | $7.7M |
| Marshall Wace, LLP | 0.01% | Reduce -88.5% | 918,492 | $7.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.3% | 883,037 | $7.2M |
| California Public Employees Retirement System | 0.00% | Add +52.2% | 882,239 | $7.2M |
| Matthews International Capital Management LLC | 2.41% | Add +236.4% | 867,295 | $7.0M |
| Renaissance Technologies | 0.01% | Reduce -38.1% | 863,800 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 817,564 | $6.6M |
| Fideuram Asset Management (Ireland) dac | 0.13% | New | 791,003 | $6.6M |
| Notable Capital Management, L.L.C. | 12.63% | Reduce -1.0% | 802,090 | $6.5M |
| Tidal Investments LLC | 0.02% | Add +55.1% | 770,588 | $6.3M |
| Lazard Asset Management LLC | 0.01% | Add +14.5% | 747,696 | $6.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -21.8% | 744,771 | $6.0M |
| Citadel Advisors | 0.00% | Reduce -28.6% | 734,984 | $6.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 729,241 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Add +740.6% | 693,759 | $5.6M |
| Royal London Asset Management Ltd. | 0.01% | New | 677,500 | $5.5M |
| Man Group plc | 0.01% | New | 660,004 | $5.4M |
| American Century Companies Inc. | 0.00% | New | 548,480 | $4.5M |
| BLI - Banque de Luxembourg Investments | 0.15% | Add +8.2% | 521,500 | $4.2M |
| Yiheng Capital Management, L.P. | 1.83% | No change | 513,248 | $4.2M |
| Boundless Plain Holdings Ltd | 0.95% | No change | 510,383 | $4.1M |
| Aviva PLC | 0.01% | New | 495,860 | $4.0M |
| Van Eck Associates Corp. | 0.00% | Add +20.3% | 476,136 | $3.9M |
| PEAK6 LLC | 0.09% | Add +24.3% | 448,734 | $3.6M |
| TB Alternative Assets Ltd. | 0.54% | Reduce -11.9% | 412,834 | $3.4M |
| AIA Group Ltd | 0.04% | Reduce -22.7% | 392,296 | $3.2M |
| Liontrust Investment Partners LLP | 0.04% | Add +4444.0% | 363,523 | $3.0M |
| Aberdeen Group plc | 0.00% | Add +97.1% | 346,501 | $2.8M |
| GAM Holding AG | 0.22% | Add +17.6% | 346,380 | $2.8M |
"% of holder's portfolio" is YMM's weight in each manager's 13F, not the share of Full Truck Alliance -SPN ADR the manager owns.