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

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 → Q2 2024

InstitutionsTotal Value
New Positions47$204.7M
Exits16$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
Quinn Opportunity Partners LLC 0.18% Reduce -43.1% 196,865 $1.6M
Northern Trust Corp. 0.00% Add +46.2% 192,324 $1.5M
Alps Advisors Inc. 0.01% Reduce -41.5% 179,341 $1.4M
Twinbeech Capital LP 0.02% New 140,545 $1.1M
Schroder Investment Management Group 0.00% Reduce -19.1% 139,302 $1.1M
National Bank of Canada 0.00% New 139,100 $1.1M
Trivest Advisors Ltd 0.05% New 125,000 $1.0M
LMR Partners LLP 0.03% New 120,000 $965K
Dymon Asia Capital (singapore) Pte. LTD. 1.19% Reduce -59.8% 119,000 $957K
Boothbay Fund Management, LLC 0.03% New 116,191 $934K
Geode Capital Management, LLC 0.00% Add +4.5% 114,169 $918K
WT Asset Management Ltd 0.09% New 113,000 $909K
Profund Advisors LLC 0.03% Add +0.2% 105,034 $844K
Caxton Associates LP 0.03% Add +119.3% 97,906 $787K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 90,646 $729K
Bank of New York Mellon Corp 0.00% Reduce -0.1% 87,476 $703K
Handelsbanken Fonder AB 0.00% No change 75,100 $604K
Sei Investments Co. 0.00% No change 70,874 $570K
Rock Creek Group LLC 0.08% Reduce -46.7% 70,000 $563K
Banco BTG Pactual S.A. 0.13% New 68,000 $521K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 61,034 $491K
Deutsche Bank AG 0.00% Add +25.1% 55,457 $446K
NFJ Investment Group, LLC 0.01% New 50,051 $402K
Long Corridor Asset Management Ltd 0.49% New 50,000 $402K
Centiva Capital, LP 0.02% New 48,103 $387K
Walleye Trading LLC 0.01% New 44,789 $360K
Marshall Wace, LLP 0.00% Reduce -36.5% 44,251 $356K
Aubrey Capital Management Ltd 0.14% Add +27.2% 54,700 $348K
Seven Eight Capital, LP 0.04% New 42,634 $343K
SIH Partners, LLLP 0.33% New 42,000 $338K
Barometer Capital Management Inc. 0.13% Reduce -10.0% 41,417 $333K
Vident Advisory, LLC 0.01% Reduce -3.6% 41,325 $332K
Tower Research Capital LLC (TRC) 0.01% Add +17.0% 40,123 $323K
XTX Topco Ltd 0.03% Reduce -43.5% 39,280 $316K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -19.1% 35,408 $292K
American Century Companies Inc. 0.00% New 35,964 $289K
AlpInvest Partners B.V. 0.10% New 35,916 $289K
Burgundy Asset Management Ltd. 0.00% New 35,305 $284K
Aberdeen Group plc 0.00% Add +1.3% 35,214 $283K
Simplex Trading, LLC 0.01% New 33,214 $267K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +50.0% 30,000 $241K
Engineers Gate Manager LP 0.01% New 29,450 $237K
Bramshill Investments, LLC 0.03% No change 28,567 $230K
Vanguard Personalized Indexing Management, LLC 0.00% Add +29.1% 25,969 $209K
Hexagon Capital Partners LLC 0.05% Reduce -10.4% 25,819 $208K
Crossmark Global Holdings, Inc. 0.00% New 20,892 $167K
Scientech Research LLC 0.03% New 19,439 $156K
O'shaughnessy Asset Management, LLC 0.00% Add +22.4% 18,568 $149K
EntryPoint Capital, LLC 0.07% Add +227.2% 18,474 $149K
Eschler Asset Management LLP 0.11% New 17,800 $140K
Worth Venture Partners, LLC 1.08% New 17,212 $138K
Rhumbline Advisers 0.00% Reduce -65.5% 14,269 $115K
Mariner, LLC 0.00% Add +15.1% 14,033 $113K
HighTower Advisors, LLC 0.00% Reduce -34.9% 13,834 $111K
Advisors Asset Management, Inc. 0.00% Reduce -7.5% 12,468 $100K
Compound Planning, Inc. 0.01% Add +12.4% 12,052 $97K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -20.5% 11,164 $90K
Jump Financial, LLC 0.00% New 10,356 $83K
Shen Neil Nanpeng 40.25% No change 7,174 $59K
Royal Bank of Canada 0.00% Add +4524.8% 5,966 $48K
FMR LLC 0.00% Reduce -37.9% 4,824 $39K
Tobam 0.01% New 4,402 $35K
Blue Trust, Inc. 0.00% New 4,773 $35K
Quantbot Technologies LP 0.00% Reduce -95.8% 2,937 $24K
Natixis 0.00% New 2,183 $17K
CI Investments Inc. 0.00% Reduce -3.9% 1,540 $12K
Byrne Asset Management LLC 0.01% No change 1,170 $10K
EverSource Wealth Advisors, LLC 0.00% Add +202.7% 784 $6K
Pacer Advisors, Inc. 0.00% Reduce -6.5% 651 $5K
Private Trust Co. NA 0.00% No change 625 $5K
Bell Investment Advisors, Inc 0.00% No change 553 $4K
Glen Eagle Advisors, LLC 0.00% Add +1.6% 508 $4K
Bokf, NA 0.00% New 500 $4K
Highline Wealth Partners LLC 0.00% New 134 $1K
Osaic Holdings, Inc. 0.00% New 120 $965
Farther Finance Advisors, LLC 0.00% Add +145.9% 91 $714
Principal Securities, Inc. 0.00% No change 23 $185

"% 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.