Full Truck Alliance -SPN ADRYMM
13F holders, Q3 2025 (September 30)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 |
| ABS Direct Equity Fund LLC | 5.06% | Reduce -45.1% | 272,619 | $3.5M |
| China Universal Asset Management Co., Ltd. | 0.29% | Reduce -11.6% | 267,000 | $3.5M |
| Capital International Sarl | 0.06% | New | 264,518 | $3.4M |
| BLI - Banque de Luxembourg Investments | 0.10% | New | 262,000 | $3.4M |
| Geode Capital Management, LLC | 0.00% | Add +58.2% | 252,796 | $3.3M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +66.1% | 248,436 | $3.2M |
| Exchange Traded Concepts, LLC | 0.03% | Add +0.6% | 248,174 | $3.2M |
| Ramirez Asset Management, Inc. | 0.41% | Add +7.7% | 229,278 | $3.0M |
| Oaktree Fund Advisors, LLC | 5.31% | Add +104.4% | 220,499 | $2.9M |
| Westpac Banking Corp. | 0.17% | Reduce -13.1% | 205,241 | $2.7M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | New | 203,393 | $2.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 200,000 | $2.6M |
| Limestone Investment Advisors LP | 1.19% | No change | 195,371 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 188,021 | $2.4M |
| Parametrica Management Ltd | 3.69% | Reduce -21.4% | 183,840 | $2.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -92.5% | 180,819 | $2.3M |
| Aberdeen Group plc | 0.00% | Reduce -21.8% | 172,228 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +57.4% | 172,472 | $2.2M |
| Abn Amro Investment Solutions | 0.04% | Reduce -2.4% | 162,124 | $2.1M |
| Headlands Technologies LLC | 0.16% | Add +1491.8% | 150,079 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | No change | 146,956 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 142,585 | $1.8M |
| Trexquant Investment LP | 0.02% | Reduce -79.4% | 139,461 | $1.8M |
| Woodline Partners LP | 0.01% | New | 136,899 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +49.7% | 132,092 | $1.7M |
| Newport Asia LLC | 100.00% | — | 131,967 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 125,309 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +28.7% | 125,176 | $1.6M |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -53.1% | 138,062 | $1.6M |
| PEAK6 LLC | 0.04% | Reduce -26.3% | 123,961 | $1.6M |
| Group One Trading LLC | 0.05% | Add +419.9% | 123,927 | $1.6M |
| FengHe Fund Management Pte. Ltd. | 0.14% | New | 119,100 | $1.5M |
| Northwest & Ethical Investments L.P. | 0.04% | No change | 118,002 | $1.5M |
| Profund Advisors LLC | 0.05% | Add +22.8% | 117,534 | $1.5M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -56.6% | 115,000 | $1.5M |
| Veritas Asset Management LLP | 0.02% | No change | 111,136 | $1.4M |
| Tidal Investments LLC | 0.01% | Reduce -31.0% | 108,360 | $1.4M |
| Prudential PLC | 0.01% | No change | 105,812 | $1.4M |
| Simplex Trading, LLC | 0.03% | Add +74.1% | 105,850 | $1.4M |
| IMC-Chicago, LLC | 0.02% | Add +229.9% | 105,508 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +4.9% | 102,665 | $1.3M |
| Quantitative Investment Management, LLC | 0.18% | New | 99,525 | $1.3M |
| Myriad Asset Management US LP | 0.69% | New | 97,477 | $1.3M |
| Prelude Capital Management, LLC | 0.09% | Add +226.4% | 92,971 | $1.2M |
| Jump Financial, LLC | 0.02% | Reduce -53.4% | 91,131 | $1.2M |
| Himension Capital (singapore) Pte. LTD. | 0.07% | New | 84,109 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.1% | 79,106 | $1.0M |
| GTS Securities LLC | 0.04% | New | 73,931 | $959K |
| Verition Fund Management LLC | 0.01% | Reduce -47.0% | 71,807 | $931K |
| Boothbay Fund Management, LLC | 0.02% | No change | 66,160 | $858K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 66,133 | $858K |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 0.07% | Reduce -98.5% | 64,000 | $830K |
| Centiva Capital, LP | 0.08% | Add +39.9% | 62,116 | $806K |
| Deutsche Bank AG | 0.00% | Add +29.4% | 61,835 | $802K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.28% | Reduce -80.0% | 53,200 | $690K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -94.4% | 53,184 | $690K |
| Bayesian Capital Management, LP | 0.14% | New | 52,900 | $686K |
| Vident Advisory, LLC | 0.01% | Reduce -22.8% | 50,294 | $652K |
| WCM Investment Management, LLC | 0.00% | Add +7.7% | 49,762 | $651K |
| Bayforest Capital Ltd | 0.30% | Reduce -42.0% | 48,102 | $624K |
| Pathstone Holdings, LLC | 0.00% | New | 46,620 | $605K |
| HRT Financial LP | 0.00% | New | 45,831 | $594K |
| Truist Financial Corp. | 0.00% | Add +38.0% | 42,969 | $557K |
| Wexford Capital LP | 0.16% | Add +20.3% | 40,996 | $532K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -36.0% | 40,964 | $531K |
| Mariner, LLC | 0.00% | Reduce -17.2% | 39,960 | $518K |
| NFJ Investment Group, LLC | 0.02% | Reduce -5.5% | 35,221 | $457K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -42.1% | 34,301 | $445K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +80.3% | 33,609 | $436K |
| Wolverine Trading, LLC | 0.01% | Add +113.4% | 30,629 | $401K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.7% | 30,867 | $400K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +15.6% | 30,418 | $395K |
| Leonteq Securities AG | 0.02% | New | 28,348 | $368K |
| Scientech Research LLC | 0.12% | New | 26,786 | $347K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.6% | 26,634 | $345K |
| Harbour Capital Advisors, LLC | 0.06% | Reduce -2.5% | 23,300 | $312K |
| Polymer Capital Management (HK) LTD | 0.04% | Reduce -90.3% | 23,149 | $300K |
| Gsa Capital Partners LLP | 0.02% | Reduce -25.8% | 23,074 | $299K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.9% | 23,012 | $298K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 23,000 | $298K |
| Parnassus Investments, LLC | 0.00% | Add +12.1% | 21,547 | $279K |
| HighTower Advisors, LLC | 0.00% | New | 18,011 | $234K |
| Barometer Capital Management Inc. | 0.05% | No change | 18,017 | $232K |
| Savant Capital, LLC | 0.00% | Reduce -7.8% | 16,162 | $210K |
| Compound Planning, Inc. | 0.01% | Add +7.0% | 15,948 | $207K |
| Jasper Ridge Partners, L.P. | 0.00% | No change | 13,738 | $178K |
| Vise Technologies, Inc. | 0.01% | Reduce -1.9% | 13,273 | $172K |
| Tuttle Capital Management, LLC | 0.64% | New | 13,132 | $170K |
| QRG Capital Management, Inc. | 0.00% | Reduce -15.4% | 12,298 | $160K |
| LPL Financial LLC | 0.00% | New | 12,046 | $156K |
| Stifel Financial Corp. | 0.00% | New | 11,407 | $148K |
| Hantz Financial Services, Inc. | 0.00% | Add +199.5% | 11,333 | $147K |
| Brevan Howard Capital Management LP | 0.00% | New | 11,213 | $145K |
| CI Investments Inc. | 0.00% | Add +10.7% | 10,924 | $142K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 10,912 | $142K |
| Virtu Financial LLC | 0.01% | New | 10,533 | $137K |
| Daiwa Securities Group Inc. | 0.00% | No change | 10,000 | $130K |
| Brooklyn Investment Group | 0.02% | Reduce -2.3% | 10,786 | $127K |
| Wells Fargo & Company | 0.00% | Add +25.3% | 6,885 | $89K |
| Shen Neil Nanpeng | 89.85% | New | 7,174 | $79K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -19.1% | 5,901 | $77K |
| Aquatic Capital Management LLC | 0.00% | New | 3,945 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.2% | 3,330 | $43K |
| Rhumbline Advisers | 0.00% | Reduce -29.3% | 3,017 | $39K |
| US Bancorp \de | 0.00% | No change | 2,500 | $32K |
| Osaic Holdings, Inc. | 0.00% | Add +15.4% | 1,652 | $21K |
| Byrne Asset Management LLC | 0.01% | No change | 1,370 | $18K |
| First Horizon Corp. | 0.00% | — | 1,287 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Add +179.0% | 1,194 | $15K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +1298.8% | 1,175 | $15K |
| Rakuten Securities, Inc. | 0.00% | Add +2.3% | 1,023 | $13K |
| Park Place Capital Corp | 0.00% | No change | 944 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.4% | 697 | $9K |
| Private Trust Co. NA | 0.00% | No change | 625 | $8K |
| Fairman Group, LLC | 0.01% | New | 583 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 558 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 508 | $7K |
| Assetmark, Inc. | 0.00% | Add +122.6% | 463 | $6K |
| Pacer Advisors, Inc. | 0.00% | Add +8.8% | 322 | $4K |
| Highline Wealth Partners LLC | 0.00% | Add +177.1% | 266 | $3K |
| Principal Securities, Inc. | 0.00% | Add +83.9% | 228 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 200 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 193 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 192 | $2K |
| Bessemer Group Inc. | 0.00% | New | 180 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.9% | 125 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 113 | $1K |
| Rossby Financial, LCC | 0.00% | New | 28 | $362 |
| Optiver Holding B.V. | 0.00% | Reduce -100.0% | 2 | $26 |
"% 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.