Full Truck Alliance -SPN ADRYMM
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $223.9M |
| Exits | 34 | $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.