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 |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -7.8% | 187,865 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +18.6% | 177,284 | $1.5M |
| Aberdeen Group plc | 0.00% | Add +1.7% | 175,773 | $1.5M |
| Morgan Creek Capital Management, LLC | 0.95% | No change | 174,105 | $1.4M |
| Havemeyer Place LP | 0.16% | New | 170,850 | $1.4M |
| Polymer Capital Management (HK) LTD | 0.17% | New | 149,143 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +2.8% | 148,888 | $1.2M |
| Long Corridor Asset Management Ltd | 0.37% | New | 146,000 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -53.0% | 143,720 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -20.5% | 141,429 | $1.2M |
| Jump Financial, LLC | 0.02% | Add +147.3% | 123,296 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.2% | 113,068 | $938K |
| Profund Advisors LLC | 0.03% | Add +0.1% | 112,425 | $933K |
| Engineers Gate Manager LP | 0.01% | New | 109,540 | $909K |
| WINTON GROUP Ltd | 0.03% | New | 104,000 | $863K |
| Quantbot Technologies LP | 0.03% | New | 88,464 | $734K |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 82,529 | $685K |
| HighVista Strategies LLC | 0.18% | Reduce -11.9% | 77,191 | $641K |
| Legacy Wealth Asset Management, LLC | 0.16% | New | 77,080 | $640K |
| Deutsche Bank AG | 0.00% | Reduce -0.4% | 67,009 | $556K |
| Squarepoint Ops LLC | 0.00% | Reduce -45.6% | 66,399 | $551K |
| Caxton Associates LLP | 0.01% | New | 63,000 | $523K |
| SummitTX Capital, L.P. | 0.02% | New | 62,094 | $515K |
| LPL Financial LLC | 0.00% | Add +214.9% | 52,871 | $439K |
| BRIGHT VALLEY CAPITAL Ltd | 0.44% | Reduce -93.2% | 51,100 | $424K |
| Maven Securities LTD | 0.02% | New | 50,000 | $415K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +55.2% | 47,832 | $397K |
| Brooklyn Investment Group | 0.01% | Add +94.7% | 47,742 | $396K |
| Vident Advisory, LLC | 0.00% | Reduce -15.9% | 47,285 | $392K |
| Group One Trading LLC | 0.01% | Add +28.3% | 46,641 | $387K |
| Truist Financial Corp. | 0.00% | Add +29.9% | 46,365 | $385K |
| Quantessence Capital LLC | 1.70% | New | 41,976 | $348K |
| Headlands Technologies LLC | 0.04% | Add +63.4% | 39,311 | $326K |
| IMC-Chicago, LLC | 0.00% | New | 38,636 | $321K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 38,558 | $320K |
| Two Sigma Securities, LLC | 0.04% | Add +108.6% | 38,525 | $320K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +12.1% | 34,780 | $289K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +0.3% | 31,088 | $258K |
| Persistent Asset Partners Ltd | 0.10% | New | 30,811 | $256K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.1% | 30,585 | $254K |
| Mariner, LLC | 0.00% | Reduce -23.6% | 28,847 | $239K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -7.0% | 28,804 | $239K |
| Leonteq Securities AG | 0.01% | Reduce -2.4% | 28,185 | $234K |
| Landscape Capital Management, L.L.C. | 0.01% | Add +52.7% | 27,419 | $228K |
| Centiva Capital, LP | 0.01% | New | 25,815 | $214K |
| Oxford Asset Management LLP | 0.08% | New | 25,110 | $208K |
| ExodusPoint Capital Management, LP | 0.00% | New | 23,944 | $199K |
| Hantz Financial Services, Inc. | 0.00% | Add +67.7% | 23,382 | $194K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.9% | 23,028 | $191K |
| Vise Technologies, Inc. | 0.00% | No change | 13,602 | $146K |
| Jane Street Group, LLC | 0.00% | Reduce -99.2% | 17,027 | $141K |
| Scientech Research LLC | 0.11% | New | 16,338 | $136K |
| Verition Fund Management LLC | 0.00% | New | 16,315 | $135K |
| Savant Capital, LLC | 0.00% | Reduce -2.8% | 14,054 | $117K |
| QRG Capital Management, Inc. | 0.00% | Reduce -28.1% | 13,063 | $108K |
| Bridgefront Capital, LLC | 0.03% | New | 12,370 | $103K |
| Aigen Investment Management, LP | 0.03% | New | 12,297 | $102K |
| Compound Planning, Inc. | 0.00% | Reduce -21.8% | 12,140 | $101K |
| Simplex Trading, LLC | 0.00% | Reduce -71.5% | 11,317 | $94K |
| Brevan Howard Capital Management LP | 0.00% | New | 11,261 | $93K |
| Mackenzie Financial Corp. | 0.00% | New | 11,244 | $93K |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 11,016 | $91K |
| Daiwa Securities Group Inc. | 0.00% | No change | 10,000 | $83K |
| Liontrust Investment Partners LLP | 0.00% | Reduce -98.5% | 8,000 | $66K |
| Oakum Bay Capital LLC | 0.03% | New | 7,500 | $62K |
| Walleye Capital LLC | 0.00% | New | 7,431 | $62K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.4% | 6,405 | $53K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3927.6% | 5,115 | $42K |
| FMR LLC | 0.00% | Reduce -100.0% | 4,764 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.5% | 4,332 | $36K |
| Wells Fargo & Company | 0.00% | Reduce -63.6% | 3,373 | $28K |
| Bayforest Capital Ltd | 0.03% | Reduce -44.0% | 3,119 | $26K |
| Parallel Advisors, LLC | 0.00% | New | 2,983 | $25K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -23.0% | 2,822 | $23K |
| Rhumbline Advisers | 0.00% | No change | 2,558 | $21K |
| First Horizon Corp. | 0.00% | Add +98.0% | 2,548 | $21K |
| US Bancorp \de | 0.00% | No change | 2,500 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -95.6% | 2,300 | $19K |
| CoreCap Advisors, LLC | 0.00% | Reduce -47.6% | 2,200 | $18K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.7% | 1,514 | $13K |
| Jones Financial Companies LLLP | 0.00% | New | 1,522 | $12K |
| Byrne Asset Management LLC | 0.01% | No change | 1,370 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -29.6% | 1,376 | $11K |
| Baillie Gifford & Co. | 0.00% | No change | 1,158 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.0% | 1,141 | $9K |
| Rakuten Securities, Inc. | 0.00% | No change | 1,021 | $8K |
| Creative Financial Designs Inc. | 0.00% | New | 968 | $8K |
| Assetmark, Inc. | 0.00% | Add +54.8% | 949 | $8K |
| Park Place Capital Corp | 0.00% | No change | 944 | $8K |
| Pacer Advisors, Inc. | 0.00% | Reduce -54.1% | 876 | $7K |
| Private Trust Co. NA | 0.00% | No change | 625 | $5K |
| Westpac Banking Corp. | 0.00% | Reduce -99.7% | 600 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 558 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 508 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -66.5% | 371 | $3K |
| IFP Advisors, Inc | 0.00% | New | 200 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Add +64.0% | 146 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.0% | 135 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Add +91.2% | 130 | $1K |
| Rossby Financial, LCC | 0.00% | Add +325.0% | 119 | $982 |
| Stone House Investment Management, LLC | 0.00% | New | 75 | $623 |
| North Star Investment Management Corp. | 0.00% | Add +24.4% | 56 | $465 |
| Larson Financial Group LLC | 0.00% | Add +44.4% | 26 | $216 |
"% 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.