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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions32$238.7M
Exits51$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
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 414,407 $4.9M
Beaconlight Capital, LLC 2.80% New 404,897 $4.8M
Barclays PLC 0.00% Add +248.7% 397,773 $4.7M
HSBC Holdings PLC 0.00% Reduce -83.7% 370,665 $4.4M
Point72 Hong Kong Ltd 0.26% Reduce -77.5% 318,855 $3.8M
Public Employees Retirement System of Ohio 0.01% Reduce -30.9% 313,844 $3.7M
China Universal Asset Management Co., Ltd. 0.34% Reduce -17.6% 302,000 $3.6M
Macquarie Group Ltd. 0.00% Reduce -8.9% 300,000 $3.5M
Lighthouse Investment Partners, LLC 0.15% Add +316.2% 285,207 $3.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 267,000 $3.2M
Dymon Asia Capital (singapore) Pte. LTD. 2.23% Add +106.1% 266,037 $3.1M
J. Safra Sarasin Holding AG 0.05% New 265,000 $3.1M
Union Bancaire Privee, UBP SA 0.05% No change 294,422 $3.1M
AIA Group Ltd 0.07% Add +125.2% 258,245 $3.0M
Eschler Asset Management LLP 2.23% New 250,000 $3.0M
Exchange Traded Concepts, LLC 0.04% New 246,764 $2.9M
Polymer Capital Management (HK) LTD 0.44% Reduce -71.4% 238,324 $2.8M
Westpac Banking Corp. 0.19% Reduce -57.8% 236,185 $2.8M
Parametrica Management Ltd 5.14% Add +85.8% 233,840 $2.8M
Aberdeen Group plc 0.00% Add +7.3% 220,213 $2.6M
Amiral Gestion 1.12% Add +10287.2% 220,000 $2.6M
Ramirez Asset Management, Inc. 0.38% Reduce -0.6% 212,854 $2.5M
Jump Financial, LLC 0.03% Reduce -63.0% 195,600 $2.3M
Limestone Investment Advisors LP 1.04% — 195,371 $2.3M
Alliancebernstein L.P. 0.00% Reduce -79.4% 190,260 $2.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.06% Reduce -27.8% 186,090 $2.2M
PEAK6 LLC 0.07% Add +103.6% 168,127 $2.0M
Alps Advisors Inc. 0.01% Add +21.3% 167,550 $2.0M
Abn Amro Investment Solutions 0.04% Reduce -34.6% 166,124 $2.0M
Geode Capital Management, LLC 0.00% Add +11.6% 159,770 $1.9M
Tidal Investments LLC 0.01% Add +27.8% 157,093 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% New 149,586 $1.8M
Handelsbanken Fonder AB 0.01% Add +95.7% 146,956 $1.7M
Hudson Bay Capital Management LP 0.01% Add +472.9% 143,222 $1.7M
Northern Trust Corp. 0.00% Reduce -33.1% 139,831 $1.7M
Walleye Capital LLC 0.02% Reduce -79.8% 136,408 $1.6M
Verition Fund Management LLC 0.01% Reduce -68.2% 135,434 $1.6M
Squarepoint Ops LLC 0.00% Reduce -52.9% 131,826 $1.6M
Jane Street Group, LLC 0.00% Reduce -92.0% 130,278 $1.5M
XTX Topco Ltd 0.06% Add +128.9% 120,522 $1.4M
Northwest & Ethical Investments L.P. 0.03% Add +8.6% 118,002 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +10.2% 113,876 $1.3M
Veritas Asset Management LLP 0.01% Add +12.3% 111,136 $1.3M
Envestnet Asset Management Inc. 0.00% Add +36.2% 109,608 $1.3M
Oaktree Fund Advisors, LLC 2.25% New 107,891 $1.3M
Prudential PLC 0.01% Add +29.3% 105,812 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +428.3% 97,887 $1.2M
First Trust Advisors LP 0.00% Reduce -2.6% 97,272 $1.1M
Cubist Systematic Strategies, LLC 0.01% Reduce -86.0% 96,825 $1.1M
Profund Advisors LLC 0.04% Reduce -6.4% 95,723 $1.1M
Bank of New York Mellon Corp 0.00% Add +4.6% 88,993 $1.1M
Royal Bank of Canada 0.00% Add +153.8% 88,249 $1.0M
Bayforest Capital Ltd 0.43% Add +90.3% 82,972 $980K
Pictet Asset Management Holding SA 0.00% Reduce -96.9% 74,582 $881K
ANTIPODES PARTNERS Ltd 0.02% Reduce -46.4% 68,035 $804K
Boothbay Fund Management, LLC 0.02% Add +90.1% 66,160 $781K
Susquehanna Portfolio Strategies, LLC 0.02% New 66,133 $781K
Vident Advisory, LLC 0.01% Add +27.3% 65,161 $770K
Campbell & CO Investment Adviser LLC 0.05% New 63,988 $756K
Simplex Trading, LLC 0.02% Reduce -33.8% 60,787 $717K
Vanguard Personalized Indexing Management, LLC 0.01% Add +123.1% 59,265 $700K
Susquehanna International Group, LLP 0.00% Add +145.0% 54,706 $646K
Quadrature Capital Ltd 0.01% Reduce -21.1% 49,106 $580K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.01% New 48,339 $571K
Mariner, LLC 0.00% Reduce -0.8% 48,285 $570K
Deutsche Bank AG 0.00% Reduce -39.9% 47,799 $565K
WCM Investment Management, LLC 0.00% Add +70.8% 46,186 $545K
Oberweis Asset Management Inc./ 0.02% No change 45,000 $531K
Freemont Capital Pte Ltd 0.01% New 45,000 $531K
Centiva Capital, LP 0.03% Add +37.1% 44,409 $524K
NFJ Investment Group, LLC 0.02% Reduce -1.4% 37,276 $440K
Wexford Capital LP 0.11% New 34,087 $403K
IMC-Chicago, LLC 0.01% New 31,978 $378K
Truist Financial Corp. 0.00% Add +25.6% 31,132 $368K
Gsa Capital Partners LLP 0.03% New 31,114 $367K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.1% 30,645 $362K
Prelude Capital Management, LLC 0.03% Add +42.1% 28,484 $336K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +9.0% 26,314 $311K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.8% 25,954 $307K
Harbour Capital Advisors, LLC 0.06% No change 23,900 $289K
Group One Trading LLC 0.01% New 23,838 $282K
Wilmington Savings Fund Society, FSB 0.00% No change 23,000 $272K
LMR Partners LLP 0.01% Reduce -84.6% 20,000 $236K
Parnassus Investments, LLC 0.00% New 19,214 $227K
Orion Porfolio Solutions, LLC 0.00% Add +47.3% 18,636 $220K
Barometer Capital Management Inc. 0.06% No change 18,017 $213K
Savant Capital, LLC 0.00% Reduce -15.9% 17,524 $207K
Atria Wealth Solutions, Inc. 0.00% No change 16,630 $196K
Compound Planning, Inc. 0.01% Reduce -7.8% 14,900 $176K
Hexagon Capital Partners LLC 0.04% No change 14,619 $173K
QRG Capital Management, Inc. 0.00% Reduce -41.1% 14,538 $172K
Wolverine Trading, LLC 0.00% Reduce -24.5% 14,350 $169K
Jasper Ridge Partners, L.P. 0.00% No change 13,738 $162K
Vise Technologies, Inc. 0.01% — 13,524 $160K
Brooklyn Investment Group 0.02% Add +348.9% 11,038 $130K
Two Sigma Securities, LLC 0.02% New 10,902 $129K
DRW Securities, LLC 0.01% New 10,022 $121K
Daiwa Securities Group Inc. 0.00% New 10,000 $118K
CI Investments Inc. 0.00% Add +484.8% 9,872 $117K
Headlands Technologies LLC 0.01% New 9,428 $111K
Optiver Holding B.V. 0.00% Add +32.6% 7,408 $87K
SBI Securities Co., Ltd. 0.00% Add +8.2% 7,295 $86K
Wells Fargo & Company 0.00% Reduce -88.4% 5,493 $65K
Rhumbline Advisers 0.00% Reduce -20.8% 4,267 $50K
EverSource Wealth Advisors, LLC 0.00% Add +274.9% 3,880 $46K
Hantz Financial Services, Inc. 0.00% Add +642.0% 3,784 $45K
Tower Research Capital LLC (TRC) 0.00% Add +442.9% 3,062 $36K
US Bancorp \de 0.00% Reduce -19.9% 2,500 $30K
Osaic Holdings, Inc. 0.00% Add +113.6% 1,431 $17K
Byrne Asset Management LLC 0.01% Add +7.9% 1,370 $16K
Rakuten Securities, Inc. 0.00% Add +747.5% 1,000 $12K
Park Place Capital Corp 0.00% No change 944 $11K
Bell Investment Advisors, Inc 0.00% Add +17.4% 649 $8K
Private Trust Co. NA 0.00% No change 625 $7K
Northwestern Mutual Wealth Management Co. 0.00% New 558 $7K
Glen Eagle Advisors, LLC 0.00% No change 508 $6K
Farther Finance Advisors, LLC 0.00% Add +7.5% 428 $5K
Raymond James Financial Inc. 0.00% New 374 $4K
Pacer Advisors, Inc. 0.00% Reduce -51.8% 296 $3K
Assetmark, Inc. 0.00% New 208 $2K
Global Retirement Partners, LLC 0.00% — 193 $2K
CIBC Private Wealth Group LLC 0.00% Add +13.6% 192 $2K
Principal Securities, Inc. 0.00% Add +439.1% 124 $1K
NewSquare Capital LLC 0.00% Add +376.0% 119 $1K
PNC Financial Services Group, Inc. 0.00% Reduce -4.1% 116 $1K
Highline Wealth Partners LLC 0.00% New 96 $1K
Sunbelt Securities, Inc. 0.00% No change 100 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.2% 84 $992
Sierra Ocean, LLC 0.00% Add +116.7% 52 $614

"% 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.