Full Truck Alliance -SPN ADRYMM

13F holders, Q1 2024 (March 31)
146holders
4famous investors
$7.37avg. 13F price*

At the end of Q1 2024, 146 institutions reported holding Full Truck Alliance -SPN ADR (YMM) in their 13F filings. The largest holders were HSG Holding Ltd ($382.2M), Krane Funds Advisors LLC ($252.6M) and All-Stars Investment Ltd ($228.4M). 4 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Full Truck Alliance -SPN ADR
CUSIP
35969L108
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 146Q1 2024Q2 2024: 177Q2 2024Q3 2024: 170Q3 2024Q4 2024: 195Q4 2024Q1 2025: 248Q1 2025Q2 2025: 229Q2 2025Q3 2025: 229Q3 2025Q4 2025: 211Q4 2025Q1 2026: 203Q1 2026Q2 2026: 245Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions22$132.2M
Exits23$48.4M

Ownership 146 holders

HSG Holding Ltd 35.36% Add +69.2% 46,832,855 $382.2M
Krane Funds Advisors LLC 10.38% Add +2.9% 33,679,990 $252.6M
All-Stars Investment Ltd 91.11% No change 31,423,343 $228.4M
Invesco Ltd. 0.05% Add +7.2% 30,257,269 $220.0M
Farallon Capital Management, L.L.C. 1.15% Reduce -31.2% 26,285,059 $191.1M
Vanguard Group Inc. 0.00% Add +0.7% 25,698,222 $186.8M
Alkeon Capital Management LLC 0.93% Add +4.7% 23,354,750 $169.8M
WFM ASIA (BVI) Ltd 18.08% Add +8.4% 17,595,284 $127.9M
Mubadala Investment Co PJSC 0.48% Add +45.7% 16,776,591 $122.0M
Greenwoods Asset Management Hong Kong Ltd. 3.52% Add +57.6% 15,598,269 $113.4M
Baillie Gifford & Co. 0.09% Reduce -1.4% 15,459,756 $112.4M
FIL Ltd 0.10% Add +12.1% 14,045,026 $102.1M
Morgan Stanley 0.01% Add +268.3% 13,725,904 $99.8M
SC US (ttgp), LTD. 0.70% Reduce -59.5% 13,057,904 $94.9M
Janus Henderson Group PLC 0.05% Add +2.8% 11,807,182 $85.8M
Bank of America Corp. 0.01% Add +10903.5% 11,044,370 $80.3M
Baron Capital (BAMCO) 0.21% Add +2.3% 10,819,188 $78.7M
Pinpoint Asset Management Ltd 11.34% Add +22.9% 9,685,790 $70.6M
SB Investment Advisers (uk) Ltd. 0.69% Reduce -23.7% 9,612,363 $69.9M
Goldman Sachs Group Inc. 0.01% Add +414.4% 9,126,147 $66.3M
Norges Bank 0.01% Reduce -13.0% 8,063,168 $58.6M
Matthews International Capital Management LLC 10.17% Reduce -22.1% 6,989,294 $50.8M
Indus Capital Partners, LLC 28.09% Add +10.6% 6,214,988 $45.2M
JPMorgan Chase & Co. 0.00% Add +1.2% 5,824,103 $42.3M
HCEP Management Ltd 7.77% Reduce -34.3% 5,683,727 $41.3M
E Fund Management Co., Ltd. 2.47% Add +0.8% 5,492,652 $39.9M
Sylebra Capital LLC 1.23% New 5,072,462 $36.9M
Blue Creek Capital Management Ltd 18.45% Reduce -9.4% 3,433,683 $25.0M
Carrhae Capital LLP 4.81% New 3,378,147 $24.6M
Yunqi Capital Ltd 16.91% Add +20.0% 3,365,300 $24.5M
Alpine Investment Management Ltd 7.62% New 3,187,495 $23.2M
Brilliance Asset Management Ltd. 5.04% New 3,140,589 $22.8M
IvyRock Asset Management (HK) Ltd 9.61% Reduce -9.5% 2,843,100 $20.7M
Ameriprise Financial Inc. 0.01% Reduce -14.6% 2,826,548 $20.5M
Robeco Institutional Asset Management B.V. 0.04% Add +7.0% 2,456,695 $17.9M
UBS Group AG 0.01% Add +474.3% 2,334,171 $17.0M
State Street Corp. 0.00% Reduce -0.6% 2,214,190 $16.1M
HSBC Holdings PLC 0.01% Add +2.2% 2,090,234 $15.2M
Canada Pension Plan Investment Board 0.01% Add +1.2% 1,923,310 $14.0M
Jupiter Asset Management Ltd. 0.13% New 1,905,700 $13.9M
Perpetual Ltd 0.12% Add +2.5% 1,645,061 $12.0M
Citadel Advisors 0.01% Reduce -21.4% 1,636,243 $11.9M
Highlander Partners, L.P. 7.50% Add +11.2% 1,488,237 $10.8M
Softbank Group Corp. 0.06% Reduce -15.3% 1,458,592 $10.6M
Van Eck Associates Corp. 0.01% Reduce -13.3% 1,340,656 $9.7M
Legal & General Group Plc 0.00% Add +0.5% 1,247,846 $9.1M
California Public Employees Retirement System 0.01% Reduce -3.6% 1,127,120 $8.2M
Twenty Acre Capital LP 7.65% Add +17.2% 1,089,400 $7.9M
T. Rowe Price Associates Inc. 0.00% No change 1,046,489 $7.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.5% 1,019,087 $7.4M
HarbourVest Partners LLC 3.17% No change 957,580 $7.0M
GAM Holding AG 0.50% Reduce -24.0% 942,671 $6.9M
Hel Ved Capital Management Ltd 1.68% Reduce -42.4% 933,000 $6.8M
BlackRock Inc. 0.00% Add +0.7% 872,293 $6.3M
Voloridge Investment Management, LLC 0.02% Add +123.6% 823,171 $6.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.7% 818,735 $6.0M
Federated Hermes, Inc. 0.01% Reduce -7.3% 697,670 $5.1M
TB Alternative Assets Ltd. 1.16% Reduce -23.4% 635,900 $4.6M
Citigroup Inc. 0.01% Add +169.4% 635,732 $4.6M
MIC Capital Management UK LLP 0.87% No change 630,697 $4.6M
Harvest Fund Management Co., Ltd 0.39% Reduce -6.1% 591,266 $4.3M
Octahedron Capital Management L.P. 6.03% Add +8.7% 565,300 $4.1M
Parkwood LLC 0.41% No change 543,421 $4.0M
Westpac Banking Corp. 0.29% Add +0.0% 520,505 $3.8M
Millennium Management 0.00% Reduce -49.2% 518,764 $3.8M
Renaissance Capital LLC 1.66% Add +3.0% 440,635 $3.2M
ABS Direct Equity Fund LLC 2.88% Add +52.9% 404,000 $2.9M
Russell Investments Group, Ltd. 0.00% New 395,514 $2.9M
Polymer Capital Management (HK) LTD 0.66% Add +110.1% 359,000 $2.6M
Parametrica Management Ltd 3.73% No change 355,280 $2.6M
Quinn Opportunity Partners LLC 0.28% Reduce -2.8% 346,165 $2.5M
Penserra Capital Management LLC 0.03% Reduce -12.7% 337,962 $2.5M
Macquarie Group Ltd. 0.00% No change 333,975 $2.4M
China Universal Asset Management Co., Ltd. 0.29% Add +740.6% 312,130 $2.3M
Two Sigma Investments, LP 0.01% New 309,643 $2.3M
Alps Advisors Inc. 0.02% Add +58.9% 306,667 $2.2M
Dymon Asia Capital (singapore) Pte. LTD. 2.42% New 296,200 $2.2M
Qube Research & Technologies Ltd 0.00% Add +22.9% 293,418 $2.1M
HRT Financial LP 0.01% Add +1801.7% 290,782 $2.1M
Ramirez Asset Management, Inc. 0.36% Reduce -13.8% 246,875 $1.8M
Franklin Resources Inc. 0.00% Add +68.1% 193,625 $1.4M
Barclays PLC 0.00% Reduce -93.4% 175,022 $1.3M
Schroder Investment Management Group 0.00% Add +23.2% 172,199 $1.3M
Nomura Holdings Inc. 0.01% Add +95.8% 169,037 $1.2M
Jane Street Group, LLC 0.00% Reduce -89.2% 151,145 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -64.5% 150,300 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +17.8% 146,300 $1.1M
Northern Trust Corp. 0.00% Add +18.3% 131,512 $956K
Rock Creek Group LLC 0.12% Add +9.4% 131,292 $954K
Geode Capital Management, LLC 0.00% Add +0.3% 109,199 $794K
Profund Advisors LLC 0.03% Reduce -18.3% 104,838 $762K
Bank of New York Mellon Corp 0.00% Add +0.0% 87,519 $636K
Handelsbanken Fonder AB 0.00% No change 75,100 $546K
Sei Investments Co. 0.00% No change 70,874 $515K
Y-Intercept (Hong Kong) Ltd 0.04% Add +188.9% 70,505 $513K
Quantbot Technologies LP 0.03% Add +11779.6% 70,327 $511K
Marshall Wace, LLP 0.00% New 69,700 $507K
XTX Topco Ltd 0.07% New 69,525 $505K
Walleye Capital LLC 0.01% New 69,480 $505K
Trexquant Investment LP 0.01% New 65,288 $475K

"% 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.

Show all 146 holders