Full Truck Alliance -SPN ADRYMM
13F holders, Q1 2025 (March 31)248holders +53
68new positions
14sold out
5famous investors
$12.75avg. 13F price*
At the end of Q1 2025, 248 institutions reported holding Full Truck Alliance -SPN ADR (YMM) in their 13F filings, up 53 from Q4 2024. 68 opened new positions and 14 sold out. The largest holders were FIL Ltd ($687.3M), JPMorgan Chase & Co. ($437.4M) and FMR LLC ($428.0M). 5 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $338.5M |
| Exits | 14 | $77.8M |
All 13F filers, Q4 2024 → Q1 2025: 92,400,654 shares bought and 78,001,994 shares sold, net +14,398,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 248 holders
| FIL Ltd | 0.65% | Add +4.0% | 53,818,557 | $687.3M |
| JPMorgan Chase & Co. | 0.03% | Reduce -9.6% | 34,250,299 | $437.4M |
| FMR LLC | 0.03% | Add +513.1% | 33,515,550 | $428.0M |
| Invesco Ltd. | 0.08% | Add +3.0% | 30,965,571 | $395.4M |
| First Beijing Investment Ltd | 26.07% | Reduce -4.8% | 29,736,802 | $379.7M |
| Vanguard Group Inc. | 0.01% | Add +1.5% | 29,373,877 | $375.1M |
| Morgan Stanley | 0.02% | Reduce -30.7% | 26,871,280 | $343.1M |
| Krane Funds Advisors LLC | 9.62% | Add +23.2% | 26,207,165 | $334.7M |
| Greenwoods Asset Management Hong Kong Ltd. | 10.28% | Reduce -0.1% | 25,995,141 | $332.0M |
| All-Stars Investment Ltd | 89.32% | Add +0.0% | 22,686,613 | $289.7M |
| WFM ASIA (BVI) Ltd | 26.80% | Reduce -7.2% | 18,809,184 | $240.2M |
| OLP CAPITAL MANAGEMENT Ltd | 26.03% | No change | 15,705,344 | $200.6M |
| Aspex Management (HK) Ltd | 5.02% | No change | 15,208,627 | $194.2M |
| Baillie Gifford & Co. | 0.16% | Reduce -2.1% | 14,729,137 | $188.1M |
| Alkeon Capital Management LLC | 1.05% | Reduce -0.1% | 13,908,535 | $177.6M |
| SC US (ttgp), LTD. | 1.59% | No change | 13,057,904 | $166.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +5.7% | 10,761,409 | $137.4M |
| Sands Capital Management, LLC | 0.45% | Add +66.5% | 10,250,292 | $130.9M |
| BlackRock, Inc. | 0.00% | Reduce -9.5% | 9,607,825 | $122.7M |
| Baron Capital (BAMCO) | 0.35% | Reduce -8.6% | 9,215,706 | $117.7M |
| Empower Harvest Management Services, Inc. | 100.00% | No change | 8,970,263 | $114.6M |
| Norges Bank | 0.01% | Reduce -14.8% | 8,007,122 | $102.3M |
| Davis Selected Advisers | 0.58% | Add +44.8% | 7,819,344 | $99.9M |
| Pinpoint Asset Management Ltd | 17.14% | Add +23.0% | 7,735,913 | $98.8M |
| Farallon Capital Management, L.L.C. | 0.51% | Reduce -55.6% | 7,357,207 | $94.0M |
| SB Investment Advisers (uk) Ltd. | 0.82% | Reduce -73.0% | 7,038,625 | $89.9M |
| Kontiki Capital Management (HK) Ltd. | 5.85% | New | 6,368,026 | $81.3M |
| North of South Capital LLP | 8.78% | Add +8.2% | 6,157,928 | $78.6M |
| Nuveen, LLC | 0.02% | — | 4,693,271 | $59.9M |
| Voloridge Investment Management, LLC | 0.21% | Reduce -37.4% | 4,484,587 | $57.3M |
| APG Asset Management N.V. | 0.17% | New | 4,758,400 | $56.3M |
| Bank of America Corp. | 0.01% | Reduce -34.9% | 4,404,477 | $56.2M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 5.96% | No change | 4,234,400 | $54.1M |
| Sylebra Capital LLC | 2.67% | Reduce -36.3% | 4,143,748 | $52.9M |
| E Fund Management Co., Ltd. | 2.47% | Reduce -16.4% | 4,048,671 | $51.7M |
| Ameriprise Financial Inc. | 0.01% | Add +5.7% | 4,021,285 | $51.4M |
| Matthews International Capital Management LLC | 9.46% | Add +8.7% | 3,573,575 | $45.6M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -5.8% | 3,258,225 | $41.6M |
| Millennium Management | 0.04% | Add +429.1% | 3,140,460 | $40.1M |
| Softbank Group Corp. | 0.14% | Reduce -26.0% | 3,124,646 | $39.9M |
| Brilliance Asset Management Ltd. | 12.74% | Reduce -28.1% | 3,017,455 | $38.5M |
| Keystone Investors Pte Ltd. | 5.38% | Add +406.8% | 3,000,123 | $38.3M |
| Janus Henderson Group PLC | 0.02% | Add +0.8% | 2,954,095 | $38.1M |
| Nomura Asset Management Co. Ltd. | 0.11% | Reduce -13.8% | 2,937,592 | $37.5M |
| UBS Group AG | 0.01% | Reduce -29.8% | 2,850,691 | $36.4M |
| Qube Research & Technologies Ltd | 0.05% | Add +65.9% | 2,727,627 | $34.8M |
| Polunin Capital Partners Ltd | 6.81% | Reduce -1.6% | 3,255,746 | $33.7M |
| State Street Corp. | 0.00% | Reduce -8.8% | 2,504,008 | $32.0M |
| SG Americas Securities, LLC | 0.11% | Add +244.4% | 2,463,812 | $31.5M |
| Alberta Investment Management Corp | 0.22% | Add +14.0% | 2,381,411 | $30.4M |
| Pictet Asset Management Holding SA | 0.03% | Add +1.3% | 2,378,463 | $30.4M |
| Citadel Advisors | 0.03% | Add +15.6% | 2,316,313 | $29.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | New | 2,313,058 | $29.5M |
| HSBC Holdings PLC | 0.02% | Reduce -8.1% | 2,278,573 | $29.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -48.8% | 2,136,697 | $27.3M |
| Pinebridge Investments, L.P. | 0.22% | Add +111.6% | 2,125,216 | $27.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Add +99.5% | 2,029,927 | $26.2M |
| Cederberg Capital Ltd | 9.79% | New | 1,984,500 | $25.3M |
| Perpetual Ltd | 0.30% | Add +9.8% | 1,961,428 | $25.0M |
| Jane Street Group, LLC | 0.04% | Add +7.0% | 1,619,189 | $20.7M |
| Blue Creek Capital Management Ltd | 26.11% | Reduce -7.1% | 1,576,313 | $20.1M |
| Taikang Asset Management (Hong Kong) Co Ltd | 2.69% | Add +13.5% | 1,548,266 | $19.8M |
| Schroder Investment Management Group | 0.02% | Add +74.7% | 1,501,393 | $19.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +25.3% | 1,498,085 | $19.1M |
| Highlander Partners, L.P. | 11.76% | No change | 1,488,237 | $19.0M |
| Legal & General Group Plc | 0.01% | Add +0.5% | 1,451,090 | $18.5M |
| Point72 Hong Kong Ltd | 1.29% | New | 1,418,459 | $18.1M |
| NS Partners Ltd | 0.79% | Add +754.7% | 1,413,600 | $18.1M |
| KADENSA CAPITAL Ltd | 2.04% | Add +185.0% | 1,288,269 | $16.5M |
| Federated Hermes, Inc. | 0.03% | Reduce -7.8% | 1,223,441 | $15.6M |
| Yunqi Capital Ltd | 13.63% | Reduce -24.6% | 1,084,500 | $13.8M |
| Citigroup Inc. | 0.01% | Add +2.8% | 1,079,396 | $13.8M |
| California Public Employees Retirement System | 0.01% | Add +1.5% | 1,051,193 | $13.4M |
| Point72 Asset Management | 0.04% | New | 1,035,457 | $13.2M |
| Burgundy Asset Management Ltd. | 0.13% | Add +8.2% | 991,147 | $12.7M |
| HarbourVest Partners LLC | 7.95% | No change | 957,580 | $12.2M |
| GF Fund Management Co. LTD. | 0.28% | Reduce -38.2% | 947,199 | $12.1M |
| Liontrust Investment Partners LLP | 0.19% | Reduce -9.7% | 939,437 | $12.0M |
| Alliancebernstein L.P. | 0.00% | New | 922,602 | $11.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.8% | 907,487 | $11.6M |
| Susquehanna Fundamental Investments, LLC | 0.19% | New | 884,244 | $11.3M |
| Polymer Capital Management (HK) LTD | 1.85% | Add +93.5% | 833,398 | $10.6M |
| Van Eck Associates Corp. | 0.01% | Reduce -23.4% | 811,428 | $10.4M |
| Man Group plc | 0.03% | Add +803.7% | 795,585 | $10.2M |
| Woodline Partners LP | 0.07% | Reduce -21.9% | 791,903 | $10.1M |
| Sei Investments Co. | 0.01% | Add +45.2% | 786,551 | $10.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.27% | Add +1.1% | 712,986 | $9.1M |
| Franklin Resources Inc. | 0.00% | Add +133.9% | 707,039 | $9.0M |
| WT Asset Management Ltd | 1.05% | Add +25.1% | 698,939 | $8.9M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 697,661 | $8.9M |
| Cubist Systematic Strategies, LLC | 0.12% | New | 690,426 | $8.8M |
| Twenty Acre Capital LP | 7.17% | No change | 811,200 | $8.8M |
| Walleye Capital LLC | 0.11% | Reduce -49.5% | 674,097 | $8.6M |
| Lazard Asset Management LLC | 0.01% | New | 589,356 | $7.5M |
| Harvest Fund Management Co., Ltd | 0.36% | Add +66.0% | 627,958 | $7.3M |
| Westpac Banking Corp. | 0.53% | Add +7.7% | 560,056 | $7.2M |
| Two Sigma Investments, LP | 0.02% | Add +76.4% | 534,601 | $6.8M |
| Wellington Management Group LLP | 0.00% | New | 532,858 | $6.8M |
| TB Alternative Assets Ltd. | 1.57% | Add +31.4% | 530,454 | $6.8M |
| Jump Financial, LLC | 0.10% | New | 528,834 | $6.8M |
"% 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.