Full Truck Alliance -SPN ADRYMM
13F holders, Q2 2025 (June 30)229holders −19
32new positions
51sold out
5famous investors
$11.80avg. 13F price*
At the end of Q2 2025, 229 institutions reported holding Full Truck Alliance -SPN ADR (YMM) in their 13F filings, down 19 from Q1 2025. 32 opened new positions and 51 sold out. The largest holders were FIL Ltd ($638.6M), First Beijing Investment Ltd ($466.4M) and FMR LLC ($453.1M). 5 famous investors held it, including Howard Marks (0.6% of Oaktree Capital Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $238.7M |
| Exits | 51 | $246.4M |
All 13F filers, Q1 2025 → Q2 2025: 90,533,797 shares bought and 71,498,154 shares sold, net +19,035,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| FIL Ltd | 0.55% | Add +0.5% | 54,076,485 | $638.6M |
| First Beijing Investment Ltd | 26.10% | Add +32.8% | 39,494,654 | $466.4M |
| FMR LLC | 0.03% | Add +14.5% | 38,368,900 | $453.1M |
| Invesco Ltd. | 0.07% | Add +5.3% | 32,594,356 | $384.9M |
| Vanguard Group Inc. | 0.01% | Add +9.6% | 32,189,647 | $380.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -11.4% | 30,356,775 | $358.5M |
| Greenwoods Asset Management Hong Kong Ltd. | 11.83% | Add +10.8% | 28,794,527 | $340.1M |
| Morgan Stanley | 0.02% | Add +3.1% | 27,700,960 | $327.1M |
| Aspex Management (HK) Ltd | 5.77% | Add +47.6% | 22,455,623 | $265.2M |
| Krane Funds Advisors LLC | 10.35% | Reduce -15.0% | 22,284,925 | $263.2M |
| All-Stars Investment Ltd | 87.58% | Reduce -2.6% | 22,095,164 | $260.9M |
| WFM ASIA (BVI) Ltd | 23.90% | No change | 18,809,184 | $222.1M |
| OLP CAPITAL MANAGEMENT Ltd | 25.59% | Add +6.7% | 16,758,766 | $197.9M |
| Kontiki Capital Management (HK) Ltd. | 10.48% | Add +144.2% | 15,548,399 | $183.6M |
| Alkeon Capital Management LLC | 0.84% | Add +5.7% | 14,698,535 | $173.6M |
| Baillie Gifford & Co. | 0.13% | Reduce -1.6% | 14,486,413 | $171.1M |
| SC US (ttgp), LTD. | 1.21% | No change | 13,057,904 | $154.2M |
| BlackRock, Inc. | 0.00% | Add +32.7% | 12,745,664 | $150.5M |
| Davis Selected Advisers | 0.73% | Add +48.8% | 11,635,925 | $137.4M |
| Norges Bank | 0.02% | Add +42.4% | 11,399,070 | $134.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.6% | 11,255,412 | $132.9M |
| Empower Harvest Management Services, Inc. | 100.00% | No change | 8,970,263 | $105.9M |
| Baron Capital (BAMCO) | 0.26% | Reduce -13.2% | 8,000,606 | $94.5M |
| North of South Capital LLP | 9.84% | Add +28.7% | 7,924,966 | $93.6M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 14.76% | — | 7,148,859 | $84.4M |
| Sands Capital Management, LLC | 0.23% | Reduce -32.4% | 6,926,596 | $81.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.17% | Add +161.0% | 6,036,780 | $71.3M |
| Driehaus Capital Management LLC | 0.56% | New | 5,947,088 | $70.2M |
| Bank of America Corp. | 0.00% | Add +8.9% | 4,797,378 | $56.7M |
| Nuveen, LLC | 0.02% | Reduce -0.4% | 4,675,399 | $55.2M |
| Alpine Investment Management Ltd | 25.98% | New | 4,598,038 | $54.3M |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 4.60% | Add +1.1% | 4,279,365 | $50.5M |
| E Fund Management Co., Ltd. | 2.15% | Reduce -5.9% | 3,810,726 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.8% | 3,627,040 | $42.8M |
| Polunin Capital Partners Ltd | 6.74% | Reduce -0.3% | 3,247,146 | $41.2M |
| SB Investment Advisers (uk) Ltd. | 0.30% | Reduce -54.6% | 3,196,951 | $37.8M |
| Matthews International Capital Management LLC | 8.14% | Reduce -16.6% | 2,979,832 | $35.2M |
| Janus Henderson Group PLC | 0.02% | Add +0.4% | 2,964,960 | $35.0M |
| Brilliance Asset Management Ltd. | 21.89% | Reduce -5.6% | 2,847,336 | $33.6M |
| APG Asset Management N.V. | 0.10% | Reduce -30.0% | 3,329,800 | $33.5M |
| Canada Pension Plan Investment Board | 0.03% | New | 2,732,300 | $32.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Add +34.2% | 2,723,994 | $32.2M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +79.1% | 2,682,427 | $31.7M |
| Softbank Group Corp. | 0.12% | Reduce -16.2% | 2,617,681 | $30.9M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -5.0% | 2,590,621 | $30.6M |
| Robeco Institutional Asset Management B.V. | 0.05% | Reduce -25.8% | 2,418,946 | $28.6M |
| SG Americas Securities, LLC | 0.13% | Reduce -2.2% | 2,408,596 | $28.4M |
| Sylebra Capital LLC | 1.08% | Reduce -45.7% | 2,248,977 | $26.6M |
| State Street Corp. | 0.00% | Reduce -10.5% | 2,241,419 | $26.5M |
| BNP Paribas Financial Markets | 0.02% | Reduce -1.5% | 2,104,854 | $24.9M |
| KADENSA CAPITAL Ltd | 3.72% | Add +53.7% | 1,980,461 | $23.4M |
| Oaktree Capital Management | 0.55% | New | 1,842,337 | $21.8M |
| Cederberg Capital Ltd | 7.30% | Reduce -15.1% | 1,684,300 | $19.9M |
| Farallon Capital Management, L.L.C. | 0.08% | Reduce -78.9% | 1,550,598 | $18.3M |
| Legal & General Group Plc | 0.00% | Add +2.8% | 1,491,088 | $17.6M |
| Highlander Partners, L.P. | 6.75% | No change | 1,488,237 | $17.6M |
| Principal Financial Group Inc. | 0.01% | New | 1,481,670 | $17.5M |
| Blue Creek Capital Management Ltd | 24.14% | Reduce -7.3% | 1,461,313 | $17.3M |
| UBS Group AG | 0.00% | Reduce -52.5% | 1,354,167 | $16.0M |
| D. E. Shaw & Co. | 0.02% | Add +1855.4% | 1,336,080 | $15.8M |
| Perpetual Ltd | 0.17% | Reduce -37.3% | 1,229,000 | $14.5M |
| Taikang Asset Management (Hong Kong) Co Ltd | 1.84% | Reduce -21.7% | 1,211,700 | $14.3M |
| National Bank of Canada | 0.02% | Add +4305.1% | 1,209,500 | $14.3M |
| Acadian Asset Management LLC | 0.03% | Add +447.4% | 1,153,600 | $13.6M |
| Schroder Investment Management Group | 0.01% | Reduce -23.2% | 1,153,550 | $13.6M |
| California Public Employees Retirement System | 0.01% | Add +7.9% | 1,134,627 | $13.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +197.8% | 1,112,358 | $13.1M |
| Citigroup Inc. | 0.01% | Add +1.1% | 1,091,222 | $12.9M |
| Franklin Resources Inc. | 0.00% | Add +53.3% | 1,083,942 | $12.8M |
| Burgundy Asset Management Ltd. | 0.12% | Add +6.3% | 1,053,506 | $12.4M |
| Millennium Management | 0.01% | Reduce -68.3% | 995,510 | $11.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.6% | 994,544 | $11.7M |
| HarbourVest Partners LLC | 12.39% | No change | 957,580 | $11.3M |
| Man Group plc | 0.02% | Add +20.3% | 957,015 | $11.3M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -67.8% | 944,862 | $11.2M |
| Nomura Holdings Inc. | 0.09% | Add +300.9% | 914,963 | $10.8M |
| Liontrust Investment Partners LLP | 0.15% | Reduce -5.4% | 888,426 | $10.5M |
| Pinebridge Investments, L.P. | 0.08% | Reduce -59.0% | 872,373 | $10.3M |
| GF Fund Management Co. LTD. | 0.21% | Reduce -8.7% | 864,616 | $10.2M |
| Harvest Fund Management Co., Ltd | 0.45% | Add +31.4% | 825,281 | $9.6M |
| Federated Hermes, Inc. | 0.02% | Reduce -35.0% | 795,760 | $9.4M |
| Twenty Acre Capital LP | 6.63% | Reduce -3.1% | 786,100 | $9.3M |
| Allianz Asset Management GmbH | 0.01% | Add +223.6% | 784,903 | $9.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.26% | Add +9.6% | 781,353 | $9.2M |
| GAM Holding AG | 0.63% | Add +88.2% | 763,933 | $9.0M |
| Citadel Advisors | 0.01% | Reduce -67.8% | 746,570 | $8.8M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 697,661 | $8.2M |
| Lazard Asset Management LLC | 0.01% | Add +18.3% | 697,090 | $8.2M |
| Trexquant Investment LP | 0.09% | New | 677,191 | $8.0M |
| Van Eck Associates Corp. | 0.01% | Reduce -19.0% | 657,004 | $7.8M |
| Sei Investments Co. | 0.01% | Reduce -17.2% | 650,947 | $7.7M |
| Susquehanna Fundamental Investments, LLC | 0.19% | Reduce -32.7% | 595,391 | $7.0M |
| WT Asset Management Ltd | 0.48% | Reduce -17.6% | 576,195 | $6.8M |
| TB Alternative Assets Ltd. | 1.16% | No change | 530,454 | $6.3M |
| ABS Direct Equity Fund LLC | 9.32% | Add +391.6% | 496,480 | $5.9M |
| Triata Capital Ltd | 1.12% | Add +21.6% | 486,419 | $5.7M |
| Octahedron Capital Management L.P. | 4.30% | Add +93.6% | 482,041 | $5.7M |
| Wellington Management Group LLP | 0.00% | Reduce -11.2% | 473,155 | $5.6M |
| Mawer Investment Management Ltd. | 0.03% | Add +42.5% | 431,100 | $5.1M |
| Old Mission Capital LLC | 0.13% | New | 420,834 | $5.0M |
"% 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.