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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions68$338.5M
Exits14$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
Schonfeld Strategic Advisors LLC 0.04% Add +2431.4% 501,242 $6.4M
Public Employees Retirement System of Ohio 0.02% New 453,844 $5.8M
Thornburg Investment Management Inc. 0.08% New 436,514 $5.6M
Verition Fund Management LLC 0.03% Add +51.1% 426,453 $5.4M
GAM Holding AG 0.40% Reduce -11.2% 405,876 $5.2M
Triata Capital Ltd 1.16% Add +469.1% 400,019 $5.1M
Quantbot Technologies LP 0.16% Add +411.7% 386,941 $4.9M
Russell Investments Group, Ltd. 0.01% New 373,531 $4.8M
China Universal Asset Management Co., Ltd. 0.44% Add +3.8% 366,500 $4.7M
Swedbank AB 0.01% New 350,000 $4.5M
Capital Wealth Planning, LLC 0.04% Add +166.2% 343,239 $4.4M
LBP Am SA 0.07% New 330,000 $4.2M
Macquarie Group Ltd. 0.01% No change 329,162 $4.2M
Mawer Investment Management Ltd. 0.02% New 302,500 $3.9M
Union Bancaire Privee, UBP SA 0.07% Add +373.1% 294,422 $3.6M
Squarepoint Ops LLC 0.01% Reduce -75.4% 280,133 $3.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.10% Add +17.5% 272,643 $3.5M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.08% New 257,750 $3.3M
Abn Amro Investment Solutions 0.07% Add +83.7% 254,027 $3.2M
Octahedron Capital Management L.P. 2.83% Reduce -52.5% 249,000 $3.2M
Allianz Asset Management GmbH 0.00% New 242,523 $3.1M
OPTIMAS CAPITAL Ltd 4.98% Add +160.0% 229,591 $2.9M
Nomura Holdings Inc. 0.02% Reduce -11.7% 228,212 $2.9M
Ramirez Asset Management, Inc. 0.57% Reduce -5.5% 214,140 $2.7M
Acadian Asset Management LLC 0.01% New 210,760 $2.7M
Northern Trust Corp. 0.00% Add +48.7% 208,875 $2.7M
Aberdeen Group plc 0.01% Add +804.3% 205,316 $2.6M
Penserra Capital Management LLC 0.05% Reduce -5.6% 199,729 $2.5M
Myriad Asset Management US LP 1.05% New 195,444 $2.5M
Caas Capital Management LP 1.18% No change 195,371 $2.5M
SIH Partners, LLLP 0.20% Reduce -13.8% 175,700 $2.2M
Raiffeisen Bank International AG 0.04% No change 173,900 $2.2M
Geode Capital Management, LLC 0.00% Add +4.0% 143,179 $1.8M
Alps Advisors Inc. 0.01% New 138,100 $1.8M
LMR Partners LLP 0.05% Add +366.3% 130,000 $1.7M
Dymon Asia Capital (singapore) Pte. LTD. 1.31% Add +36.6% 129,100 $1.6M
ANTIPODES PARTNERS Ltd 0.05% Add +168.4% 126,834 $1.6M
Parametrica Management Ltd 2.71% New 125,877 $1.6M
Tidal Investments LLC 0.01% Add +5.4% 122,936 $1.6M
AIA Group Ltd 0.04% New 114,651 $1.5M
Barclays PLC 0.00% New 114,074 $1.5M
Northwest & Ethical Investments L.P. 0.04% Reduce -25.8% 108,623 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -0.9% 103,356 $1.3M
Profund Advisors LLC 0.06% Add +9.5% 102,226 $1.3M
ABS Direct Equity Fund LLC 1.73% Reduce -73.0% 101,000 $1.3M
First Trust Advisors LP 0.00% Add +43.6% 99,828 $1.3M
Veritas Asset Management LLP 0.01% Add +35.8% 99,006 $1.3M
Simplex Trading, LLC 0.04% New 91,829 $1.2M
Bank of New York Mellon Corp 0.00% Add +1.9% 85,106 $1.1M
Marshall Wace, LLP 0.00% New 83,158 $1.1M
PEAK6 LLC 0.04% New 82,593 $1.1M
Prudential PLC 0.01% Add +236.8% 81,831 $1.0M
Caxton Associates LLP 0.04% — 80,903 $1.0M
Envestnet Asset Management Inc. 0.00% Add +62.1% 80,491 $1.0M
Deutsche Bank AG 0.00% Reduce -0.9% 79,544 $1.0M
Handelsbanken Fonder AB 0.00% No change 75,100 $959K
Engineers Gate Manager LP 0.02% New 74,877 $956K
Numerai GP LLC 0.17% Reduce -58.8% 70,614 $902K
Arrowstreet Capital, Limited Partnership 0.00% New 69,375 $886K
Lighthouse Investment Partners, LLC 0.04% New 68,532 $875K
D. E. Shaw & Co. 0.00% Reduce -91.8% 68,329 $873K
Calamos Advisors LLC 0.01% New 65,800 $840K
Quadrature Capital Ltd 0.02% Reduce -70.7% 62,230 $795K
O'Neil Global Advisors, Inc. 1.47% New 61,038 $779K
Mangrove Partners Im, LLC 0.09% New 59,350 $758K
XTX Topco Ltd 0.03% New 52,661 $672K
Vident Advisory, LLC 0.01% Add +0.6% 51,204 $654K
Bayesian Capital Management, LP 0.10% New 48,700 $622K
Mariner, LLC 0.00% Reduce -10.6% 48,672 $622K
Wells Fargo & Company 0.00% Add +4572.4% 47,378 $605K
Diversified Trust Co. 0.01% New 46,100 $589K
Oberweis Asset Management Inc./ 0.03% Add +104.5% 45,000 $575K
Bayforest Capital Ltd 0.24% Add +52.0% 43,607 $557K
NFJ Investment Group, LLC 0.02% Reduce -3.3% 37,825 $483K
Boothbay Fund Management, LLC 0.02% Reduce -22.3% 34,800 $444K
Royal Bank of Canada 0.00% Add +172.4% 34,765 $444K
Centiva Capital, LP 0.02% New 32,388 $414K
Crossmark Global Holdings, Inc. 0.01% Add +1.8% 30,681 $392K
Altfest L J & Co. Inc. 0.05% New 28,905 $369K
Aigen Investment Management, LP 0.06% Reduce -24.9% 28,655 $366K
National Bank of Canada 0.00% New 27,457 $351K
WCM Investment Management, LLC 0.00% Add +39.2% 27,035 $349K
O'shaughnessy Asset Management, LLC 0.00% Add +32.1% 26,964 $344K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.7% 26,560 $339K
Summit Global Investments 0.02% New 26,510 $339K
Quantum Portfolio Management LLC 0.16% New 25,152 $321K
Hudson Bay Capital Management LP 0.00% New 25,000 $319K
Quinn Opportunity Partners LLC 0.02% Reduce -84.7% 24,798 $317K
Truist Financial Corp. 0.00% Add +87.2% 24,788 $317K
QRG Capital Management, Inc. 0.00% New 24,702 $315K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +6.2% 24,146 $311K
Harbour Capital Advisors, LLC 0.07% New 23,900 $299K
Wilmington Savings Fund Society, FSB 0.01% No change 23,000 $294K
Susquehanna International Group, LLP 0.00% Add +30.7% 22,330 $285K
Arete Wealth Advisors, LLC 0.02% Reduce -22.0% 21,695 $277K
Savant Capital, LLC 0.00% Add +16.2% 20,842 $266K
Deltec Asset Management LLC 0.06% New 20,500 $262K
Fox Run Management, L.L.C. 0.04% New 20,231 $258K
Prelude Capital Management, LLC 0.03% New 20,049 $256K
Wolverine Trading, LLC 0.01% Add +79.2% 19,012 $245K
HRT Financial LP 0.00% Reduce -92.4% 19,211 $245K
Federation des caisses Desjardins du Quebec 0.00% Add +826.4% 18,528 $237K
Barometer Capital Management Inc. 0.08% Reduce -56.5% 18,017 $228K
E Fund Management (Hong Kong) Co., Ltd. 0.20% New 17,358 $222K
Atria Wealth Solutions, Inc. 0.00% New 16,630 $212K
Compound Planning, Inc. 0.01% Add +47.7% 16,156 $206K
Two Sigma Advisers, LP 0.00% New 16,100 $206K
Hexagon Capital Partners LLC 0.04% No change 14,619 $187K
Walleye Trading LLC 0.01% New 13,996 $179K
Jasper Ridge Partners, L.P. 0.01% No change 13,738 $175K
Orion Porfolio Solutions, LLC 0.00% New 12,654 $162K
Orion Portfolio Solutions, LLC 0.00% New 12,654 $162K
HighTower Advisors, LLC 0.00% Reduce -94.7% 11,567 $148K
Townsquare Capital LLC 0.00% Add +8.7% 11,185 $143K
Caitong International Asset Management Co., Ltd 0.11% Add +12795.4% 11,090 $142K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -17.8% 6,990 $89K
SBI Securities Co., Ltd. 0.00% Add +14.8% 6,742 $86K
Shen Neil Nanpeng 47.25% No change 7,174 $79K
Optiver Holding B.V. 0.00% New 5,586 $71K
Rhumbline Advisers 0.00% Reduce -61.2% 5,387 $69K
Summit Securities Group LLC 0.04% Add +1466.6% 5,013 $64K
Advisors Asset Management, Inc. 0.00% Reduce -38.5% 3,303 $42K
US Bancorp \de 0.00% New 3,121 $40K
Brooklyn Investment Group 0.01% Add +495.4% 2,459 $31K
Coldstream Capital Management Inc. 0.00% New 2,320 $30K
Atlas Capital Advisors Inc. 0.00% New 2,246 $29K
Amiral Gestion 0.01% New 2,118 $27K
CI Investments Inc. 0.00% Add +18.3% 1,688 $22K
Compagnie Lombard Odier SCmA 0.00% New 1,600 $20K
Byrne Asset Management LLC 0.01% No change 1,270 $16K
Blue Trust, Inc. 0.00% No change 1,164 $15K
EverSource Wealth Advisors, LLC 0.00% Reduce -95.1% 1,035 $13K
Park Place Capital Corp 0.00% New 944 $12K
Osaic Holdings, Inc. 0.00% Add +10.0% 670 $9K
Private Trust Co. NA 0.00% No change 625 $8K
Pacer Advisors, Inc. 0.00% Reduce -4.8% 614 $8K
Tower Research Capital LLC (TRC) 0.00% Add +88.0% 564 $7K
Bell Investment Advisors, Inc 0.00% No change 553 $7K
Hantz Financial Services, Inc. 0.00% New 510 $7K
Glen Eagle Advisors, LLC 0.00% No change 508 $6K
Farther Finance Advisors, LLC 0.00% No change 398 $5K
CIBC Private Wealth Group LLC 0.00% New 169 $2K
PNC Financial Services Group, Inc. 0.00% New 121 $2K
Rakuten Securities, Inc. 0.00% New 118 $2K
Sunbelt Securities, Inc. 0.00% No change 100 $1K
NewSquare Capital LLC 0.00% New 25 $319
Sierra Ocean, LLC 0.00% New 24 $306
Principal Securities, Inc. 0.00% No change 23 $249

"% 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.