Full Truck Alliance -SPN ADRYMM
13F holders, Q2 2024 (June 30)177holders +31
47new positions
16sold out
4famous investors
$8.04avg. 13F price*
At the end of Q2 2024, 177 institutions reported holding Full Truck Alliance -SPN ADR (YMM) in their 13F filings, up 31 from Q1 2024. 47 opened new positions and 16 sold out. The largest holders were JPMorgan Chase & Co. ($261.5M), All-Stars Investment Ltd ($251.8M) and Invesco Ltd. ($242.6M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $204.7M |
| Exits | 16 | $67.0M |
All 13F filers, Q1 2024 → Q2 2024: 112,168,239 shares bought and 58,329,735 shares sold, net +53,838,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| JPMorgan Chase & Co. | 0.02% | Add +458.4% | 32,523,537 | $261.5M |
| All-Stars Investment Ltd | 89.87% | Reduce -0.3% | 31,319,662 | $251.8M |
| Invesco Ltd. | 0.05% | Reduce -0.3% | 30,178,164 | $242.6M |
| Krane Funds Advisors LLC | 9.31% | Reduce -18.5% | 27,448,978 | $220.7M |
| Greenwoods Asset Management Hong Kong Ltd. | 5.72% | Add +73.0% | 26,985,624 | $217.0M |
| Farallon Capital Management, L.L.C. | 1.25% | Reduce -1.6% | 25,850,303 | $207.8M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 25,722,567 | $206.8M |
| Morgan Stanley | 0.02% | Add +82.1% | 25,000,295 | $201.0M |
| Alkeon Capital Management LLC | 0.96% | No change | 23,354,750 | $187.8M |
| HSG Holding Ltd | 6.38% | Reduce -53.3% | 21,873,414 | $173.0M |
| WFM ASIA (BVI) Ltd | 19.06% | No change | 17,595,284 | $141.5M |
| FIL Ltd | 0.14% | Add +25.1% | 17,567,713 | $141.2M |
| Mubadala Investment Co PJSC | 0.55% | No change | 16,776,591 | $134.9M |
| Baillie Gifford & Co. | 0.10% | Reduce -0.3% | 15,417,727 | $124.0M |
| SC US (ttgp), LTD. | 0.85% | No change | 13,057,904 | $105.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +29.6% | 11,832,085 | $95.1M |
| Janus Henderson Group PLC | 0.05% | Reduce -7.4% | 10,935,852 | $87.9M |
| Baron Capital (BAMCO) | 0.24% | Reduce -5.0% | 10,280,046 | $82.7M |
| Norges Bank | 0.01% | Add +4.1% | 8,390,975 | $67.5M |
| SB Investment Advisers (uk) Ltd. | 0.62% | Reduce -13.3% | 8,332,557 | $67.0M |
| Sylebra Capital LLC | 2.39% | Add +58.0% | 8,011,918 | $64.4M |
| OLP CAPITAL MANAGEMENT Ltd | 9.47% | New | 7,866,751 | $63.2M |
| Pinpoint Asset Management Ltd | 8.89% | Reduce -19.0% | 7,849,056 | $63.1M |
| Matthews International Capital Management LLC | 12.34% | Reduce -0.8% | 6,936,769 | $55.8M |
| Indus Capital Partners, LLC | 28.06% | Reduce -8.3% | 5,700,988 | $45.8M |
| Bank of America Corp. | 0.00% | Reduce -48.5% | 5,693,767 | $45.8M |
| E Fund Management Co., Ltd. | 2.31% | Reduce -5.3% | 5,203,906 | $41.8M |
| Nomura Asset Management Co. Ltd. | 0.13% | Add +142666.8% | 4,711,304 | $37.9M |
| Voloridge Investment Management, LLC | 0.14% | Add +454.3% | 4,562,777 | $36.7M |
| Citadel Advisors | 0.04% | Add +168.1% | 4,386,024 | $35.3M |
| Brilliance Asset Management Ltd. | 8.65% | Add +36.4% | 4,284,741 | $34.4M |
| Carrhae Capital LLP | 5.22% | Add +17.4% | 3,966,866 | $31.9M |
| UBS Group AG | 0.01% | Add +44.2% | 3,366,126 | $27.1M |
| Yunqi Capital Ltd | 17.11% | No change | 3,365,300 | $27.1M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +36.3% | 3,347,137 | $26.9M |
| Pictet Asset Management Holding SA | 0.03% | New | 3,323,132 | $26.7M |
| Qube Research & Technologies Ltd | 0.04% | Add +922.5% | 3,000,276 | $24.1M |
| IvyRock Asset Management (HK) Ltd | 9.74% | No change | 2,843,100 | $22.9M |
| WCM Investment Management, LLC | 0.05% | New | 2,392,500 | $19.8M |
| State Street Corp. | 0.00% | Add +10.8% | 2,453,674 | $19.7M |
| HSBC Holdings PLC | 0.01% | Add +1.1% | 2,114,149 | $16.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Add +1220.8% | 1,985,200 | $16.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.2% | 1,971,821 | $15.9M |
| Perpetual Ltd | 0.16% | Add +12.7% | 1,853,833 | $14.9M |
| Jane Street Group, LLC | 0.02% | Add +1080.7% | 1,784,628 | $14.3M |
| Taikang Asset Management (Hong Kong) Co Ltd | 2.02% | New | 1,615,797 | $13.0M |
| Softbank Group Corp. | 0.06% | Add +4.4% | 1,522,697 | $12.2M |
| Highlander Partners, L.P. | 7.96% | No change | 1,488,237 | $12.0M |
| Van Eck Associates Corp. | 0.02% | Add +4.1% | 1,395,732 | $11.2M |
| Millennium Management | 0.01% | Add +168.0% | 1,390,081 | $11.2M |
| Legal & General Group Plc | 0.00% | Add +1.0% | 1,260,724 | $10.1M |
| BlackRock Inc. | 0.00% | Add +38.7% | 1,210,123 | $9.7M |
| D. E. Shaw & Co. | 0.01% | Add +10887.8% | 1,131,745 | $9.1M |
| Squarepoint Ops LLC | 0.03% | Add +6042.8% | 1,131,264 | $9.1M |
| FengHe Fund Management Pte. Ltd. | 1.25% | New | 1,117,000 | $9.0M |
| KADENSA CAPITAL Ltd | 2.09% | New | 1,103,670 | $8.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 1,093,180 | $8.8M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -44.3% | 1,071,710 | $8.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +4.0% | 1,059,680 | $8.5M |
| California Public Employees Retirement System | 0.01% | Reduce -9.0% | 1,026,085 | $8.2M |
| Capitolis Liquid Global Markets LLC | 0.10% | New | 1,000,000 | $8.0M |
| HarbourVest Partners LLC | 4.10% | No change | 957,580 | $7.7M |
| Twenty Acre Capital LP | 6.77% | Reduce -18.4% | 888,800 | $7.3M |
| Acadian Asset Management LLC | 0.02% | New | 869,267 | $7.0M |
| Federated Hermes, Inc. | 0.02% | Add +24.2% | 866,375 | $7.0M |
| Cubist Systematic Strategies, LLC | 0.12% | Add +2474.5% | 854,104 | $6.9M |
| Alpine Investment Management Ltd | 2.60% | Reduce -73.6% | 842,256 | $6.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.8% | 811,931 | $6.5M |
| Tiger Pacific Capital LP | 1.88% | New | 811,008 | $6.5M |
| GAM Holding AG | 0.48% | Reduce -17.2% | 780,793 | $6.3M |
| Alberta Investment Management Corp | 0.07% | New | 735,036 | $5.9M |
| Liontrust Investment Partners LLP | 0.08% | New | 729,994 | $5.9M |
| TB Alternative Assets Ltd. | 1.19% | No change | 635,900 | $5.1M |
| MIC Capital Management UK LLP | 1.10% | No change | 630,697 | $5.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.15% | New | 614,240 | $4.9M |
| Westpac Banking Corp. | 0.37% | Add +11.1% | 578,275 | $4.6M |
| Harvest Fund Management Co., Ltd | 0.31% | Reduce -8.7% | 539,857 | $4.3M |
| Quadrature Capital Ltd | 0.07% | Add +1808.5% | 508,315 | $4.1M |
| Walleye Capital LLC | 0.05% | Add +602.4% | 488,034 | $3.9M |
| Man Group plc | 0.01% | New | 483,953 | $3.9M |
| Citigroup Inc. | 0.00% | Reduce -28.3% | 456,166 | $3.7M |
| Catalyst Funds Management Pty Ltd | 0.98% | New | 454,600 | $3.7M |
| Octahedron Capital Management L.P. | 3.49% | Reduce -23.5% | 432,300 | $3.5M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.10% | New | 397,190 | $3.2M |
| Two Sigma Investments, LP | 0.01% | Add +24.1% | 384,335 | $3.1M |
| Hel Ved Capital Management Ltd | 1.07% | Reduce -59.0% | 382,600 | $3.1M |
| Point72 Hong Kong Ltd | 0.18% | New | 362,808 | $2.9M |
| ABS Direct Equity Fund LLC | 3.22% | Reduce -11.8% | 356,500 | $2.9M |
| Parametrica Management Ltd | 3.78% | No change | 355,280 | $2.9M |
| China Universal Asset Management Co., Ltd. | 0.40% | Add +12.1% | 350,000 | $2.8M |
| Macquarie Group Ltd. | 0.00% | No change | 333,975 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.6% | 302,325 | $2.4M |
| Nomura Holdings Inc. | 0.02% | Add +71.6% | 290,087 | $2.3M |
| Polymer Capital Management (HK) LTD | 0.44% | Reduce -24.8% | 270,000 | $2.2M |
| HRT Financial LP | 0.01% | Reduce -13.6% | 251,312 | $2.0M |
| Penserra Capital Management LLC | 0.03% | Reduce -26.5% | 248,481 | $2.0M |
| Ramirez Asset Management, Inc. | 0.38% | Reduce -4.8% | 234,959 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +264.3% | 228,142 | $1.8M |
| Gsa Capital Partners LLP | 0.12% | Add +432.1% | 213,970 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +9.1% | 211,328 | $1.7M |
"% 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.