Full Truck Alliance -SPN ADRYMM

13F holders, Q3 2024 (September 30)
170holders −7
26new positions
34sold out
5famous investors
$9.00avg. 13F price*

At the end of Q3 2024, 170 institutions reported holding Full Truck Alliance -SPN ADR (YMM) in their 13F filings, down 7 from Q2 2024. 26 opened new positions and 34 sold out. The largest holders were Invesco Ltd. ($279.3M), Vanguard Group Inc. ($258.1M) and FIL Ltd ($254.6M). 5 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions26$223.9M
Exits34$269.9M

All 13F filers, Q2 2024 → Q3 2024: 67,246,246 shares bought and 79,385,153 shares sold, net −12,138,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 170 holders

Invesco Ltd. 0.05% Add +2.7% 31,002,105 $279.3M
Vanguard Group Inc. 0.00% Add +11.4% 28,647,742 $258.1M
FIL Ltd 0.23% Add +60.9% 28,261,826 $254.6M
Morgan Stanley 0.02% Add +10.6% 27,647,267 $249.1M
JPMorgan Chase & Co. 0.02% Reduce -15.5% 27,491,651 $247.7M
Krane Funds Advisors LLC 8.40% Reduce -5.5% 25,944,017 $233.8M
Alkeon Capital Management LLC 1.20% Add +4.0% 24,276,570 $218.7M
Greenwoods Asset Management Hong Kong Ltd. 6.93% Reduce -10.3% 24,217,383 $218.2M
All-Stars Investment Ltd 89.29% Reduce -22.8% 24,186,610 $217.9M
HSG Holding Ltd 7.51% Add +0.0% 21,873,415 $194.0M
Farallon Capital Management, L.L.C. 1.03% Reduce -20.1% 20,665,548 $186.2M
WFM ASIA (BVI) Ltd 20.18% Add +15.2% 20,275,184 $182.7M
OLP CAPITAL MANAGEMENT Ltd 21.72% Add +105.1% 16,132,559 $145.4M
Baillie Gifford & Co. 0.10% No change 15,417,727 $138.9M
First Beijing Investment Ltd 9.09% New 13,740,729 $123.8M
SC US (ttgp), LTD. 0.86% No change 13,057,904 $117.7M
Goldman Sachs Group Inc. 0.02% Reduce -2.3% 11,565,811 $104.2M
Baron Capital (BAMCO) 0.25% Add +1.2% 10,405,899 $93.8M
Norges Bank 0.01% Add +0.8% 8,462,572 $76.2M
Janus Henderson Group PLC 0.04% Reduce -27.5% 7,924,957 $71.4M
Bank of America Corp. 0.01% Add +30.7% 7,442,931 $67.1M
Matthews International Capital Management LLC 9.80% Reduce -6.1% 6,512,671 $58.7M
Sylebra Capital LLC 1.94% Reduce -18.8% 6,509,215 $58.6M
E Fund Management Co., Ltd. 2.42% Add +0.4% 5,222,878 $47.1M
SB Investment Advisers (uk) Ltd. 0.38% Reduce -38.0% 5,165,391 $46.5M
Nomura Asset Management Co. Ltd. 0.14% Add +9.4% 5,156,188 $46.5M
Alpine Investment Management Ltd 27.27% Add +441.6% 4,561,762 $41.1M
Voloridge Investment Management, LLC 0.14% Reduce -5.9% 4,293,710 $38.7M
Citadel Advisors 0.04% Reduce -4.4% 4,191,544 $37.8M
Qube Research & Technologies Ltd 0.06% Add +31.0% 3,931,621 $35.4M
Yunqi Capital Ltd 22.14% Add +16.3% 3,915,300 $35.3M
Pinpoint Asset Management Ltd 7.57% Reduce -50.1% 3,912,494 $35.3M
Robeco Institutional Asset Management B.V. 0.07% Add +10.6% 3,701,028 $33.3M
Polunin Capital Partners Ltd 6.93% New 3,337,424 $29.6M
North of South Capital LLP 4.45% New 3,256,359 $29.3M
Brilliance Asset Management Ltd. 7.47% Reduce -24.4% 3,239,456 $29.2M
UBS Group AG 0.01% Reduce -7.2% 3,122,587 $28.1M
Ameriprise Financial Inc. 0.01% Add +40.1% 2,762,386 $24.9M
State Street Corp. 0.00% Add +6.3% 2,609,508 $23.5M
Pictet Asset Management Holding SA 0.02% Reduce -27.3% 2,417,475 $21.8M
WCM Investment Management, LLC 0.05% Reduce -5.5% 2,260,044 $20.8M
Blue Creek Capital Management Ltd 18.85% — 2,210,851 $19.9M
HSBC Holdings PLC 0.01% Add +2.1% 2,158,634 $19.4M
Millennium Management 0.02% Add +43.4% 1,993,043 $18.0M
Perpetual Ltd 0.18% Add +0.6% 1,864,459 $16.8M
Jane Street Group, LLC 0.03% Add +2.8% 1,834,679 $16.5M
Alberta Investment Management Corp 0.12% Add +106.7% 1,519,534 $13.7M
Highlander Partners, L.P. 7.92% No change 1,488,237 $13.4M
BlackRock, Inc. 0.00% — 1,463,469 $13.2M
IvyRock Asset Management (HK) Ltd 5.59% Reduce -50.2% 1,415,200 $12.8M
FengHe Fund Management Pte. Ltd. 3.71% Add +24.8% 1,393,600 $12.6M
Van Eck Associates Corp. 0.02% Reduce -1.1% 1,380,263 $12.5M
Legal & General Group Plc 0.00% Add +2.5% 1,292,830 $11.6M
SG Americas Securities, LLC 0.04% New 1,200,185 $10.8M
Squarepoint Ops LLC 0.03% Reduce -0.6% 1,124,574 $10.1M
Softbank Group Corp. 0.05% Reduce -27.1% 1,110,751 $10.0M
California Public Employees Retirement System 0.01% Add +5.1% 1,077,963 $9.7M
T. Rowe Price Associates Inc. 0.00% Reduce -4.3% 1,046,489 $9.4M
Capitolis Liquid Global Markets LLC 0.10% No change 1,000,000 $9.0M
HarbourVest Partners LLC 4.49% No change 957,580 $8.6M
Charles Schwab Investment Management Inc. 0.00% Add +12.3% 912,011 $8.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -14.1% 910,598 $8.2M
Pinebridge Investments, L.P. 0.06% New 857,050 $7.7M
Twenty Acre Capital LP 6.62% Reduce -10.1% 799,300 $7.2M
Federated Hermes, Inc. 0.02% Reduce -8.3% 794,832 $7.2M
D. E. Shaw & Co. 0.01% Reduce -33.8% 749,634 $6.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.18% Add +14.7% 704,770 $6.3M
Liontrust Investment Partners LLP 0.08% No change 729,994 $5.9M
Sei Investments Co. 0.01% Add +798.5% 636,809 $5.7M
Westpac Banking Corp. 0.35% No change 578,275 $5.2M
Harvest Fund Management Co., Ltd 0.29% Add +1.1% 545,517 $4.9M
ABS Direct Equity Fund LLC 4.89% Add +36.7% 487,400 $4.4M
Citigroup Inc. 0.00% Add +6.0% 483,469 $4.4M
TB Alternative Assets Ltd. 1.03% Reduce -24.6% 479,466 $4.3M
Polymer Capital Management (HK) LTD 0.98% Add +73.7% 469,000 $4.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 468,197 $4.2M
China Universal Asset Management Co., Ltd. 0.42% Add +20.0% 420,000 $3.8M
Seven Eight Capital, LP 0.33% Add +847.6% 404,000 $3.6M
Barclays PLC 0.00% New 395,762 $3.6M
Y-Intercept (Hong Kong) Ltd 0.22% New 391,253 $3.5M
Old Mission Capital LLC 0.07% New 362,434 $3.3M
Parametrica Management Ltd 3.81% No change 355,280 $3.2M
Man Group plc 0.01% Reduce -30.3% 337,399 $3.0M
Macquarie Group Ltd. 0.00% No change 333,975 $3.0M
HRT Financial LP 0.01% Add +30.7% 328,356 $3.0M
GAM Holding AG 0.23% Reduce -58.6% 323,161 $2.9M
Octahedron Capital Management L.P. 3.21% Reduce -26.0% 320,000 $2.9M
Nomura Holdings Inc. 0.02% Add +7.8% 312,707 $2.8M
Two Sigma Investments, LP 0.01% Reduce -21.2% 303,001 $2.7M
Taikang Asset Management (Hong Kong) Co Ltd 0.28% Reduce -81.4% 300,000 $2.7M
Franklin Resources Inc. 0.00% Add +31.5% 277,966 $2.6M
Canada Pension Plan Investment Board 0.00% Reduce -73.1% 288,110 $2.6M
SIH Partners, LLLP 1.52% Add +571.4% 282,000 $2.5M
Susquehanna International Group, LLP 0.00% Add +16.9% 266,750 $2.4M
ExodusPoint Capital Management, LP 0.02% New 252,483 $2.3M
Quadrature Capital Ltd 0.05% Reduce -52.9% 239,337 $2.2M
Penserra Capital Management LLC 0.05% Reduce -6.2% 233,001 $2.1M
Ramirez Asset Management, Inc. 0.40% Reduce -1.4% 231,722 $2.1M
Twinbeech Capital LP 0.04% Add +48.6% 208,922 $1.9M
Northern Trust Corp. 0.00% Reduce -1.0% 190,390 $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.

Show all 170 holders