Full Truck Alliance -SPN ADRYMM
13F holders, Q3 2025 (September 30)229holders
42new positions
42sold out
5famous investors
$12.95avg. 13F price*
At the end of Q3 2025, 229 institutions reported holding Full Truck Alliance -SPN ADR (YMM) in their 13F filings, unchanged from Q2 2025. 42 opened new positions and 42 sold out. The largest holders were First Beijing Investment Ltd ($890.3M), FIL Ltd ($821.5M) and Invesco Ltd. ($703.3M). 5 famous investors held it, including Howard Marks (1.0% of Oaktree Capital Management's portfolio), Ron Baron (0.2% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $496.2M |
| Exits | 42 | $500.5M |
All 13F filers, Q2 2025 → Q3 2025: 174,123,205 shares bought and 117,715,337 shares sold, net +56,407,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| First Beijing Investment Ltd | 34.38% | Add +73.8% | 68,645,580 | $890.3M |
| FIL Ltd | 0.65% | Add +17.1% | 63,341,380 | $821.5M |
| Invesco Ltd. | 0.11% | Add +66.4% | 54,223,349 | $703.3M |
| FMR LLC | 0.02% | Reduce -9.4% | 34,773,664 | $451.0M |
| Schroder Investment Management Group | 0.34% | Add +2789.6% | 33,333,051 | $432.3M |
| Vanguard Group Inc. | 0.01% | Add +1.1% | 32,543,487 | $422.1M |
| Greenwoods Asset Management Hong Kong Ltd. | 8.35% | Reduce -0.7% | 28,597,879 | $370.9M |
| Krane Funds Advisors LLC | 10.01% | Add +26.4% | 28,165,473 | $352.1M |
| Aspex Management (HK) Ltd | 6.59% | Add +5.8% | 23,763,953 | $308.2M |
| Morgan Stanley | 0.02% | Reduce -15.6% | 23,379,551 | $303.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -24.2% | 23,019,709 | $298.6M |
| All-Stars Investment Ltd | 87.59% | No change | 22,095,164 | $286.6M |
| WFM ASIA (BVI) Ltd | 26.51% | Reduce -2.0% | 18,429,584 | $239.0M |
| Kontiki Capital Management (HK) Ltd. | 10.59% | Reduce -1.3% | 15,348,790 | $199.1M |
| Davis Selected Advisers | 1.01% | Add +28.8% | 14,981,773 | $194.3M |
| Capital International Investors | 0.03% | New | 14,512,490 | $188.2M |
| Alkeon Capital Management LLC | 0.83% | Reduce -3.4% | 14,198,535 | $184.2M |
| SC US (ttgp), LTD. | 1.05% | No change | 13,057,904 | $169.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.30% | Add +76.4% | 10,647,830 | $138.1M |
| North of South Capital LLP | 13.22% | Add +33.9% | 10,607,375 | $137.6M |
| SB Investment Advisers (uk) Ltd. | 0.99% | Add +216.7% | 10,125,112 | $131.3M |
| Empower Harvest Management Services, Inc. | 100.00% | No change | 8,970,263 | $116.3M |
| Sands Capital Management, LLC | 0.24% | Reduce -2.3% | 6,766,855 | $87.8M |
| Baron Capital (BAMCO) | 0.22% | Reduce -21.1% | 6,314,857 | $81.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -46.0% | 6,081,289 | $78.9M |
| OLP CAPITAL MANAGEMENT Ltd | 11.50% | Reduce -70.0% | 5,024,072 | $65.2M |
| Softbank Group Corp. | 0.22% | Add +68.3% | 4,406,311 | $57.1M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 9.41% | Reduce -43.1% | 4,066,939 | $52.7M |
| HHLR Advisors, LTD. | 1.29% | New | 4,066,553 | $52.7M |
| Alpine Investment Management Ltd | 43.62% | Reduce -13.0% | 4,000,000 | $51.9M |
| Capital International, Inc. | 0.40% | New | 3,859,842 | $50.1M |
| Bank of America Corp. | 0.00% | Reduce -20.2% | 3,828,493 | $49.7M |
| Oaktree Capital Management | 1.04% | Add +106.1% | 3,797,697 | $49.3M |
| Polunin Capital Partners Ltd | 6.19% | Reduce -3.1% | 3,145,346 | $42.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.4% | 3,213,388 | $41.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Add +11.5% | 3,037,777 | $39.7M |
| National Bank of Canada | 0.04% | Add +128.0% | 2,757,300 | $35.8M |
| Janus Henderson Group PLC | 0.02% | Reduce -8.4% | 2,716,960 | $35.2M |
| Carrhae Capital LLP | 3.29% | New | 2,674,774 | $34.7M |
| BNP Paribas Financial Markets | 0.03% | Add +23.7% | 2,604,359 | $33.8M |
| BRIGHT VALLEY CAPITAL Ltd | 26.37% | New | 2,572,000 | $33.4M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +2.4% | 2,477,746 | $32.1M |
| Cederberg Capital Ltd | 9.14% | Add +46.5% | 2,467,000 | $32.0M |
| HSBC Holdings PLC | 0.02% | Add +530.6% | 2,337,507 | $30.3M |
| D. E. Shaw & Co. | 0.03% | Add +73.3% | 2,314,930 | $30.0M |
| Russell Investments Group, Ltd. | 0.03% | Add +103.2% | 2,260,366 | $29.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -16.7% | 2,233,393 | $29.0M |
| Voloridge Investment Management, LLC | 0.09% | New | 2,138,092 | $27.7M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -26.5% | 1,903,758 | $24.7M |
| State Street Corp. | 0.00% | Reduce -16.0% | 1,881,931 | $24.4M |
| Matthews International Capital Management LLC | 5.61% | Reduce -37.9% | 1,851,438 | $24.0M |
| Nordea Investment Management AB | 0.02% | New | 1,699,440 | $22.2M |
| Jane Street Group, LLC | 0.03% | Add +1157.8% | 1,638,575 | $21.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.54% | Add +106.1% | 1,610,669 | $20.9M |
| Keystone Investors Pte Ltd. | 2.34% | New | 1,559,186 | $20.2M |
| Blue Creek Capital Management Ltd | 24.85% | Add +6.6% | 1,557,313 | $20.2M |
| Allianz Asset Management GmbH | 0.02% | Add +94.5% | 1,526,538 | $19.8M |
| Legal & General Group Plc | 0.00% | Add +0.4% | 1,497,185 | $19.4M |
| Citigroup Inc. | 0.01% | Add +27.8% | 1,394,809 | $18.1M |
| C WorldWide Group Holding A/S | 0.27% | New | 1,368,300 | $17.7M |
| Pictet Asset Management Holding SA | 0.02% | Add +1572.1% | 1,247,064 | $16.2M |
| Highlander Partners, L.P. | 5.56% | Reduce -17.5% | 1,228,237 | $15.9M |
| UBS Group AG | 0.00% | Reduce -12.1% | 1,190,547 | $15.4M |
| Perpetual Ltd | 0.18% | Reduce -10.3% | 1,101,906 | $14.3M |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 1,096,660 | $14.2M |
| California Public Employees Retirement System | 0.01% | Reduce -8.0% | 1,043,468 | $13.5M |
| Susquehanna Fundamental Investments, LLC | 0.52% | Add +73.7% | 1,034,085 | $13.4M |
| Triata Capital Ltd | 1.53% | Add +107.5% | 1,009,219 | $13.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.8% | 976,959 | $12.7M |
| HarbourVest Partners LLC | 6.06% | No change | 957,580 | $12.4M |
| Liontrust Investment Partners LLP | 0.17% | Add +3.4% | 918,835 | $11.9M |
| Pinebridge Investments, L.P. | 0.08% | Reduce -0.3% | 869,304 | $11.3M |
| GF Fund Management Co. LTD. | 0.19% | Reduce -6.2% | 810,795 | $10.5M |
| Harvest Fund Management Co., Ltd | 0.40% | Reduce -3.1% | 799,403 | $9.5M |
| BlackRock, Inc. | 0.00% | Reduce -94.3% | 719,900 | $9.3M |
| Working Capital Advisors (UK) Ltd. | 10.94% | New | 705,497 | $9.2M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 697,661 | $9.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -1.9% | 683,572 | $8.9M |
| GAM Holding AG | 0.51% | Reduce -16.2% | 640,360 | $8.3M |
| Van Eck Associates Corp. | 0.01% | Reduce -6.6% | 613,548 | $8.0M |
| Federated Hermes, Inc. | 0.01% | Reduce -25.4% | 593,624 | $7.7M |
| Barclays PLC | 0.00% | Add +44.2% | 573,611 | $7.4M |
| TB Alternative Assets Ltd. | 1.00% | Reduce -2.9% | 515,054 | $6.7M |
| OPTIMAS CAPITAL Ltd | 4.08% | New | 497,885 | $6.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -58.5% | 479,120 | $6.2M |
| AIA Group Ltd | 0.11% | Add +78.2% | 460,301 | $6.0M |
| Beaconlight Capital, LLC | 2.93% | Add +13.2% | 458,277 | $5.9M |
| Amiral Gestion | 2.13% | Add +106.8% | 455,000 | $5.9M |
| Octahedron Capital Management L.P. | 3.33% | Reduce -6.2% | 452,000 | $5.9M |
| Mawer Investment Management Ltd. | 0.03% | No change | 431,100 | $5.6M |
| Burgundy Asset Management Ltd. | 0.05% | Reduce -61.2% | 408,685 | $5.3M |
| Sei Investments Co. | 0.01% | Reduce -37.4% | 407,595 | $5.3M |
| Millennium Management | 0.00% | Reduce -61.5% | 382,968 | $5.0M |
| State of New Jersey Common Pension Fund D | 0.02% | New | 343,473 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -56.1% | 327,987 | $4.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.5% | 305,844 | $4.0M |
| Squarepoint Ops LLC | 0.01% | Add +122.3% | 293,108 | $3.8M |
| Driehaus Capital Management LLC | 0.03% | Reduce -95.2% | 286,309 | $3.7M |
| Nomura Holdings Inc. | 0.02% | Reduce -68.8% | 285,746 | $3.7M |
| AI-Squared Management Ltd | 3.76% | New | 278,700 | $3.6M |
"% 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.