Full Truck Alliance -SPN ADRYMM
13F holders, Q1 2026 (March 31)203holders −8
37new positions
45sold out
5famous investors
$8.29avg. 13F price*
At the end of Q1 2026, 203 institutions reported holding Full Truck Alliance -SPN ADR (YMM) in their 13F filings, down 8 from Q4 2025. 37 opened new positions and 45 sold out. The largest holders were First Beijing Investment Ltd ($747.0M), FIL Ltd ($524.7M) and Invesco Ltd. ($498.5M). 5 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Full Truck Alliance -SPN ADR
- CUSIP
- 35969L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $144.1M |
| Exits | 45 | $617.6M |
All 13F filers, Q4 2025 → Q1 2026: 115,635,353 shares bought and 135,536,432 shares sold, net −19,901,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| First Beijing Investment Ltd | 32.22% | Add +17.5% | 90,000,895 | $747.0M |
| FIL Ltd | 0.41% | Reduce -1.8% | 63,211,571 | $524.7M |
| Invesco Ltd. | 0.05% | Add +3.1% | 60,060,841 | $498.5M |
| Greenwoods Asset Management Hong Kong Ltd. | 8.77% | Add +43.2% | 40,957,519 | $339.9M |
| Schroder Investment Management Group | 0.24% | Reduce -27.4% | 34,765,474 | $288.6M |
| Davis Selected Advisers | 1.10% | Add +64.0% | 28,763,191 | $238.7M |
| Krane Funds Advisors LLC | 9.70% | Reduce -10.9% | 28,600,929 | $236.2M |
| Vanguard Capital Management LLC | 0.00% | — | 23,890,042 | $198.3M |
| All-Stars Investment Ltd | 88.99% | No change | 22,095,164 | $183.4M |
| Aspex Management (HK) Ltd | 2.62% | Reduce -8.3% | 21,791,354 | $180.9M |
| JPMorgan Chase & Co. | 0.01% | Add +21.8% | 22,073,857 | $178.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.40% | Add +9.6% | 19,310,916 | $160.3M |
| WFM ASIA (BVI) Ltd | 19.24% | No change | 14,650,662 | $121.6M |
| OLP CAPITAL MANAGEMENT Ltd | 23.69% | Reduce -8.3% | 13,767,769 | $114.3M |
| SC US (ttgp), LTD. | 1.17% | No change | 13,057,904 | $108.4M |
| D. E. Shaw & Co. | 0.08% | Add +1015.7% | 11,240,095 | $93.3M |
| North of South Capital LLP | 8.29% | Add +2.5% | 11,118,123 | $92.3M |
| Alpine Investment Management Ltd | 44.55% | Add +48.4% | 11,050,000 | $91.7M |
| Morgan Stanley | 0.00% | Reduce -35.6% | 9,512,637 | $79.0M |
| Empower Harvest Management Services, Inc. | 100.00% | No change | 8,970,263 | $74.5M |
| Alkeon Capital Management LLC | 0.33% | Reduce -37.3% | 8,898,535 | $73.9M |
| Marshall Wace, LLP | 0.07% | Add +282.6% | 7,964,011 | $66.1M |
| UBS Group AG | 0.01% | Reduce -18.8% | 7,638,574 | $63.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +49.9% | 7,576,865 | $62.9M |
| Qube Research & Technologies Ltd | 0.09% | Add +2691.8% | 7,473,371 | $62.0M |
| Mondrian Investment Partners LTD | 0.92% | Add +33.3% | 7,397,162 | $61.4M |
| Brilliance Asset Management Ltd. | 15.97% | New | 6,522,380 | $54.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 6,237,038 | $51.8M |
| Citigroup Inc. | 0.03% | Add +328.5% | 5,704,050 | $47.3M |
| SB Investment Advisers (uk) Ltd. | 0.57% | No change | 5,272,390 | $43.8M |
| Sands Capital Management, LLC | 0.16% | Reduce -18.8% | 4,970,779 | $41.3M |
| Voloridge Investment Management, LLC | 0.16% | New | 4,716,438 | $39.1M |
| Millennium Management | 0.03% | Add +14029.1% | 4,679,856 | $38.8M |
| E Fund Management Co., Ltd. | 1.11% | — | 4,508,935 | $37.4M |
| Baron Capital (BAMCO) | 0.10% | Reduce -27.5% | 4,184,358 | $34.7M |
| Softbank Group Corp. | 0.28% | No change | 3,884,483 | $31.9M |
| Serenity Capital Management Pte. LTD. | 7.39% | Add +104.0% | 3,687,779 | $30.6M |
| Polunin Capital Partners Ltd | 6.77% | Add +0.0% | 3,152,833 | $26.1M |
| BNP Paribas Financial Markets | 0.02% | Add +97.4% | 3,064,603 | $25.4M |
| Working Capital Advisors (UK) Ltd. | 38.14% | Add +71.5% | 2,715,834 | $22.5M |
| HRT Financial LP | 0.05% | Add +169.9% | 2,540,270 | $21.1M |
| Bank of America Corp. | 0.00% | Add +57.8% | 2,515,788 | $20.9M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -12.0% | 2,473,867 | $20.5M |
| Triata Capital Ltd | 3.49% | Add +15.6% | 2,317,919 | $19.2M |
| Wellington Management Group LLP | 0.00% | Reduce -71.8% | 2,311,532 | $19.2M |
| Susquehanna International Group, LLP | 0.02% | Add +2592.4% | 2,007,885 | $16.7M |
| Capital World Investors | 0.00% | New | 1,970,812 | $16.4M |
| HSBC Holdings PLC | 0.01% | Add +62.4% | 1,975,692 | $16.3M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4.48% | Reduce -10.3% | 1,911,741 | $15.9M |
| Legal & General Group Plc | 0.00% | Add +2.7% | 1,822,589 | $15.1M |
| Capitolis Liquid Global Markets LLC | 0.09% | — | 1,716,200 | $14.2M |
| State Street Corp. | 0.00% | Reduce -17.9% | 1,533,533 | $12.7M |
| Renaissance Technologies | 0.02% | New | 1,396,629 | $11.6M |
| Janus Henderson Group PLC | 0.01% | Reduce -37.3% | 1,392,466 | $11.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 1,258,597 | $10.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.31% | Reduce -18.5% | 1,256,657 | $10.4M |
| Franklin Resources Inc. | 0.00% | Reduce -9.6% | 1,219,642 | $10.1M |
| C WorldWide Group Holding A/S | 0.20% | Reduce -3.6% | 1,144,300 | $9.5M |
| Citadel Advisors | 0.01% | Add +133.9% | 1,028,630 | $8.5M |
| BlackRock, Inc. | 0.00% | Reduce -4.4% | 998,124 | $8.3M |
| HarbourVest Partners LLC | 7.88% | No change | 957,580 | $7.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -16.9% | 952,808 | $7.9M |
| Nordea Investment Management AB | 0.01% | Reduce -58.2% | 972,191 | $7.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -70.7% | 908,845 | $7.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -9.5% | 885,314 | $7.3M |
| GF Fund Management Co. LTD. | 0.12% | Add +5.7% | 864,352 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Add +20.1% | 810,691 | $6.7M |
| Notable Capital Management, L.L.C. | 12.60% | No change | 810,448 | $6.7M |
| LMR Partners LLP | 0.08% | Add +27.6% | 804,412 | $6.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 697,661 | $5.8M |
| Lazard Asset Management LLC | 0.01% | Add +2.7% | 652,987 | $5.4M |
| BLI - Banque de Luxembourg Investments | 0.16% | No change | 482,000 | $5.2M |
| 1832 Asset Management L.P. | 0.01% | Add +17.8% | 608,150 | $5.0M |
| Barclays PLC | 0.00% | Reduce -14.2% | 581,557 | $4.8M |
| California Public Employees Retirement System | 0.00% | Reduce -12.4% | 579,828 | $4.8M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.4% | 560,014 | $4.6M |
| Gsa Capital Partners LLP | 0.27% | Add +676.3% | 525,228 | $4.4M |
| Yiheng Capital Management, L.P. | 1.85% | Add +24.8% | 513,248 | $4.3M |
| AIA Group Ltd | 0.06% | Reduce -0.5% | 507,485 | $4.2M |
| Boundless Plain Holdings Ltd | 1.38% | No change | 510,383 | $4.2M |
| Tidal Investments LLC | 0.01% | Add +454.1% | 496,737 | $4.1M |
| TB Alternative Assets Ltd. | 0.81% | No change | 468,434 | $3.9M |
| Catalyst Funds Management Pty Ltd | 0.60% | New | 427,604 | $3.5M |
| National Bank of Canada | 0.00% | New | 406,044 | $3.4M |
| Van Eck Associates Corp. | 0.00% | Reduce -14.5% | 395,936 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -25.3% | 372,483 | $3.1M |
| PEAK6 LLC | 0.09% | Add +10199.4% | 360,890 | $3.0M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 347,072 | $2.9M |
| Geode Capital Management, LLC | 0.00% | Add +11.8% | 344,857 | $2.9M |
| Jain Global LLC | 0.04% | Add +87.4% | 341,702 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -85.8% | 328,400 | $2.7M |
| GAM Holding AG | 0.21% | Reduce -3.0% | 294,602 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +81.5% | 292,429 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | New | 267,898 | $2.2M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +50.8% | 296,646 | $2.2M |
| Matthews International Capital Management LLC | 0.87% | Reduce -80.1% | 257,827 | $2.1M |
| Harvest Fund Management Co., Ltd | 0.09% | Reduce -74.8% | 248,373 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -27.7% | 216,446 | $1.8M |
| Limestone Investment Advisors LP | 0.80% | No change | 195,371 | $1.6M |
| XTX Topco Ltd | 0.03% | Add +158.3% | 190,151 | $1.6M |
"% 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.