Full Truck Alliance -SPN ADRYMM
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 245 institutions reported holding Full Truck Alliance -SPN ADR (YMM) in their 13F filings, up 42 from Q1 2026. 81 opened new positions and 41 sold out. The largest holders were First Beijing Investment Ltd ($745.3M), Invesco Ltd. ($504.5M) and FIL Ltd ($491.5M). 4 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Full Truck Alliance -SPN ADR
- CUSIP
- 35969L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $232.6M |
| Exits | 41 | $323.5M |
All 13F filers, Q1 2026 → Q2 2026: 111,886,985 shares bought and 101,905,791 shares sold, net +9,981,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| First Beijing Investment Ltd | 30.50% | Add +2.0% | 91,790,875 | $745.3M |
| Invesco Ltd. | 0.04% | Add +3.4% | 62,128,513 | $504.5M |
| FIL Ltd | 0.35% | Reduce -4.3% | 60,524,375 | $491.5M |
| Greenwoods Asset Management Hong Kong Ltd. | 14.66% | Reduce -3.7% | 39,452,419 | $320.4M |
| BlackRock, Inc. | 0.00% | Add +3120.4% | 32,143,971 | $261.0M |
| Krane Funds Advisors LLC | 8.16% | Reduce -0.9% | 28,352,796 | $230.2M |
| Davis Selected Advisers | 0.96% | Reduce -3.9% | 27,639,082 | $224.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.5% | 23,530,788 | $191.1M |
| JPMorgan Chase & Co. | 0.01% | Add +4.9% | 23,155,263 | $187.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.40% | Add +16.4% | 22,471,443 | $182.5M |
| All-Stars Investment Ltd | 89.45% | Reduce -0.7% | 21,947,164 | $178.2M |
| Alpine Investment Management Ltd | 33.99% | Add +55.8% | 17,210,388 | $139.7M |
| WFM ASIA (BVI) Ltd | 17.41% | Reduce -3.0% | 14,210,686 | $115.4M |
| Schroder Investment Management Group | 0.08% | Reduce -60.4% | 13,781,521 | $111.9M |
| SC US (ttgp), LTD. | 0.33% | No change | 13,057,904 | $106.0M |
| North of South Capital LLP | 7.73% | Add +16.4% | 12,936,046 | $105.0M |
| Morgan Stanley | 0.00% | Add +12.9% | 10,736,456 | $87.2M |
| OLP CAPITAL MANAGEMENT Ltd | 21.75% | Reduce -22.2% | 10,716,590 | $87.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +38.6% | 10,502,067 | $85.3M |
| Brilliance Asset Management Ltd. | 24.23% | Add +55.3% | 10,127,735 | $82.2M |
| Alkeon Capital Management LLC | 0.29% | Add +5.6% | 9,398,535 | $76.3M |
| Norges Bank | 0.01% | — | 9,160,250 | $74.4M |
| Empower Harvest Management Services, Inc. | 100.00% | No change | 8,970,263 | $72.8M |
| State Street Corp. | 0.00% | Add +441.9% | 8,310,044 | $67.5M |
| UBS Group AG | 0.01% | Reduce -4.5% | 7,292,014 | $59.2M |
| Mondrian Investment Partners LTD | 0.85% | Reduce -8.0% | 6,807,609 | $55.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -1.3% | 6,157,457 | $50.0M |
| Ruffer LLP | 1.64% | New | 5,724,180 | $46.4M |
| D. E. Shaw & Co. | 0.03% | Reduce -52.8% | 5,305,679 | $43.1M |
| SB Investment Advisers (uk) Ltd. | 0.56% | No change | 5,272,390 | $42.8M |
| E Fund Management Co., Ltd. | 0.85% | Add +3.5% | 4,667,220 | $37.9M |
| Geode Capital Management, LLC | 0.00% | Add +1262.3% | 4,698,122 | $37.8M |
| BNP Paribas Financial Markets | 0.02% | Add +51.1% | 4,631,541 | $37.6M |
| Baron Capital (BAMCO) | 0.05% | Add +5.8% | 4,429,188 | $36.0M |
| Sands Capital Management, LLC | 0.13% | Reduce -13.6% | 4,294,886 | $34.9M |
| HSBC Holdings PLC | 0.02% | Add +108.2% | 4,112,749 | $33.4M |
| Jupiter Topco LLC | 0.01% | — | 3,942,664 | $32.0M |
| Softbank Group Corp. | 0.17% | No change | 3,884,483 | $31.5M |
| Legal & General Group Plc | 0.01% | Add +103.9% | 3,716,403 | $30.2M |
| Serenity Capital Management Pte. LTD. | 9.03% | No change | 3,687,779 | $29.9M |
| Polunin Capital Partners Ltd | 6.52% | Reduce -1.7% | 3,098,533 | $26.6M |
| Working Capital Advisors (UK) Ltd. | 42.13% | Add +10.2% | 2,993,393 | $24.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +96.1% | 2,467,908 | $20.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -67.3% | 2,443,418 | $19.8M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -48.4% | 2,435,496 | $19.8M |
| Bank of America Corp. | 0.00% | Reduce -13.1% | 2,185,595 | $17.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,179,182 | $17.7M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -16.5% | 2,065,867 | $16.8M |
| Acadian Asset Management LLC | 0.02% | New | 2,022,843 | $16.4M |
| Jupiter Asset Management Ltd. | 0.08% | New | 2,005,400 | $16.3M |
| Barclays PLC | 0.01% | Add +241.7% | 1,987,213 | $16.1M |
| Capital World Investors | 0.00% | Reduce -8.0% | 1,813,054 | $14.7M |
| Dymon Asia Capital (singapore) Pte. LTD. | 2.26% | New | 1,732,410 | $14.1M |
| Capitolis Liquid Global Markets LLC | 0.06% | No change | 1,716,200 | $13.9M |
| Citigroup Inc. | 0.01% | Reduce -71.7% | 1,615,285 | $13.1M |
| Northern Trust Corp. | 0.00% | Add +970.7% | 1,594,198 | $12.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | New | 1,566,780 | $12.7M |
| Deutsche Bank AG | 0.00% | Add +2121.3% | 1,488,472 | $12.1M |
| Swiss National Bank | 0.01% | New | 1,348,000 | $10.9M |
| Nuveen, LLC | 0.00% | New | 1,287,016 | $10.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.24% | No change | 1,256,657 | $10.2M |
| Nomura Holdings Inc. | 0.04% | New | 1,240,290 | $10.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 1,215,966 | $9.9M |
| C WorldWide Group Holding A/S | 0.23% | Add +0.8% | 1,153,400 | $9.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +87.4% | 1,049,337 | $8.5M |
| Evergreen Quality Fund GP, Ltd. | 0.13% | New | 1,021,200 | $8.3M |
| National Bank of Canada | 0.01% | Add +146.3% | 1,000,000 | $8.1M |
| GF Fund Management Co. LTD. | 0.10% | Add +13.2% | 978,258 | $7.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 972,500 | $7.9M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1.97% | Reduce -49.6% | 962,956 | $7.8M |
| HarbourVest Partners LLC | 4.57% | No change | 957,580 | $7.8M |
| 1832 Asset Management L.P. | 0.01% | Add +56.6% | 952,429 | $7.7M |
| Marshall Wace, LLP | 0.01% | Reduce -88.5% | 918,492 | $7.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.3% | 883,037 | $7.2M |
| California Public Employees Retirement System | 0.00% | Add +52.2% | 882,239 | $7.2M |
| Matthews International Capital Management LLC | 2.41% | Add +236.4% | 867,295 | $7.0M |
| Renaissance Technologies | 0.01% | Reduce -38.1% | 863,800 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 817,564 | $6.6M |
| Fideuram Asset Management (Ireland) dac | 0.13% | New | 791,003 | $6.6M |
| Notable Capital Management, L.L.C. | 12.63% | Reduce -1.0% | 802,090 | $6.5M |
| Tidal Investments LLC | 0.02% | Add +55.1% | 770,588 | $6.3M |
| Lazard Asset Management LLC | 0.01% | Add +14.5% | 747,696 | $6.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -21.8% | 744,771 | $6.0M |
| Citadel Advisors | 0.00% | Reduce -28.6% | 734,984 | $6.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 729,241 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Add +740.6% | 693,759 | $5.6M |
| Royal London Asset Management Ltd. | 0.01% | New | 677,500 | $5.5M |
| Man Group plc | 0.01% | New | 660,004 | $5.4M |
| American Century Companies Inc. | 0.00% | New | 548,480 | $4.5M |
| BLI - Banque de Luxembourg Investments | 0.15% | Add +8.2% | 521,500 | $4.2M |
| Yiheng Capital Management, L.P. | 1.83% | No change | 513,248 | $4.2M |
| Boundless Plain Holdings Ltd | 0.95% | No change | 510,383 | $4.1M |
| Aviva PLC | 0.01% | New | 495,860 | $4.0M |
| Van Eck Associates Corp. | 0.00% | Add +20.3% | 476,136 | $3.9M |
| PEAK6 LLC | 0.09% | Add +24.3% | 448,734 | $3.6M |
| TB Alternative Assets Ltd. | 0.54% | Reduce -11.9% | 412,834 | $3.4M |
| AIA Group Ltd | 0.04% | Reduce -22.7% | 392,296 | $3.2M |
| Liontrust Investment Partners LLP | 0.04% | Add +4444.0% | 363,523 | $3.0M |
| Aberdeen Group plc | 0.00% | Add +97.1% | 346,501 | $2.8M |
| GAM Holding AG | 0.22% | Add +17.6% | 346,380 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.8% | 325,708 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 312,245 | $2.5M |
| Gsa Capital Partners LLP | 0.16% | Reduce -40.8% | 310,769 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 297,348 | $2.4M |
| E Fund Management (Hong Kong) Co., Ltd. | 0.75% | New | 276,764 | $2.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | New | 276,600 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Add +2.7% | 275,182 | $2.2M |
| Public Sector Pension Investment Board | 0.01% | New | 252,000 | $2.0M |
| Storebrand Asset Management As | 0.00% | New | 221,682 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +21.9% | 216,016 | $1.8M |
| Harvest Fund Management Co., Ltd | 0.06% | Reduce -14.4% | 212,716 | $1.7M |
| National Pension Service | 0.00% | New | 210,469 | $1.7M |
| ABS Investment Management LLC | 1.05% | — | 202,072 | $1.6M |
| Korea Investment CORP | 0.00% | New | 197,200 | $1.6M |
| Limestone Investment Advisors LP | 0.80% | No change | 195,371 | $1.6M |
| KLP Kapitalforvaltning As | 0.00% | New | 187,800 | $1.5M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -3.6% | 181,055 | $1.5M |
| Nykredit A/S | 0.01% | — | 177,610 | $1.4M |
| Sei Investments Co. | 0.00% | Add +24.3% | 175,765 | $1.4M |
| Public Employees Retirement System of Ohio | 0.00% | Add +21.5% | 174,620 | $1.4M |
| Morgan Creek Capital Management, LLC | 0.95% | No change | 174,105 | $1.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | New | 157,088 | $1.3M |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +299.4% | 153,997 | $1.3M |
| HighVista Strategies LLC | 0.22% | Add +56.6% | 120,847 | $981K |
| Profund Advisors LLC | 0.03% | Add +1.4% | 114,057 | $926K |
| Asset Management One Co., Ltd. | 0.00% | New | 112,636 | $915K |
| California State Teachers Retirement System | 0.00% | New | 110,212 | $895K |
| Swiss Life Asset Management Ltd | 0.00% | New | 107,221 | $871K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 106,770 | $867K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +4487.0% | 105,500 | $857K |
| Quantinno Capital Management LP | 0.00% | New | 103,884 | $844K |
| Prosperity Consulting Group, LLC | 0.03% | New | 96,395 | $783K |
| Vident Advisory, LLC | 0.01% | Add +102.7% | 95,833 | $778K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +24.3% | 95,825 | $778K |
| Himension Capital (singapore) Pte. LTD. | 0.05% | New | 94,443 | $767K |
| DNB Asset Management AS | 0.00% | New | 94,143 | $764K |
| Prudential Financial Inc. | 0.00% | New | 86,800 | $705K |
| Trium Capital LLP | 0.43% | New | 84,458 | $686K |
| Caisse de depot et placement du Quebec | 0.00% | New | 80,900 | $657K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 78,503 | $637K |
| XTX Topco Ltd | 0.01% | Reduce -60.9% | 74,326 | $604K |
| Susquehanna International Group, LLP | 0.00% | Reduce -96.4% | 71,839 | $583K |
| Alliancebernstein L.P. | 0.00% | New | 69,353 | $576K |
| Danske Bank A/S | 0.00% | New | 70,000 | $568K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -41.5% | 66,126 | $537K |
| IFM Investors Pty Ltd | 0.00% | New | 61,514 | $499K |
| Tuttle Capital Management, LLC | 0.32% | New | 59,098 | $480K |
| IMC-Chicago, LLC | 0.00% | Add +43.8% | 55,562 | $451K |
| Janney Montgomery Scott LLC | 0.00% | New | 55,052 | $447K |
| Engineers Gate Manager LP | 0.01% | Reduce -53.0% | 51,537 | $418K |
| Mediolanum International Funds Ltd | 0.00% | New | 51,620 | $417K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +41.5% | 49,197 | $399K |
| Certior Financial Group, LLC | 0.22% | New | 48,727 | $396K |
| Quadrature Capital Ltd | 0.00% | New | 47,993 | $390K |
| Truist Financial Corp. | 0.00% | Add +2.9% | 47,725 | $388K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +56.3% | 45,015 | $366K |
| Havemeyer Place LP | 0.04% | Reduce -74.3% | 43,953 | $357K |
| E. Ohman J:or Asset Management AB | 0.01% | New | 43,000 | $349K |
| Credit Agricole S A | 0.00% | New | 40,500 | $329K |
| Rhumbline Advisers | 0.00% | Add +1394.9% | 38,240 | $311K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 38,144 | $310K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 37,600 | $305K |
| LPL Financial LLC | 0.00% | Reduce -29.7% | 37,180 | $302K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +17.7% | 36,604 | $297K |
| Rakuten Investment Management, Inc. | 0.00% | New | 36,784 | $297K |
| KBC Group NV | 0.00% | New | 36,302 | $295K |
| Mariner, LLC | 0.00% | Add +24.2% | 35,831 | $291K |
| Sanctuary Advisors, LLC | 0.00% | New | 35,371 | $287K |
| Old Mission Capital LLC | 0.01% | New | 34,641 | $281K |
| Catalyst Funds Management Pty Ltd | 0.02% | Reduce -91.9% | 34,492 | $280K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -29.7% | 33,616 | $273K |
| Cerity Partners LLC | 0.00% | New | 33,574 | $273K |
| Macquarie Group Ltd. | 0.00% | New | 33,559 | $272K |
| Ensign Peak Advisors, Inc | 0.00% | New | 33,100 | $269K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.7% | 30,803 | $250K |
| Voya Investment Management LLC | 0.00% | New | 29,848 | $242K |
| Walleye Capital LLC | 0.00% | Add +295.6% | 29,400 | $239K |
| Numerai GP LLC | 0.02% | New | 28,736 | $233K |
| CIBC Asset Management Inc | 0.00% | New | 25,820 | $210K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -2.4% | 22,818 | $185K |
| Axxion S.A. | 0.01% | — | 21,661 | $176K |
| QRG Capital Management, Inc. | 0.00% | Add +61.1% | 21,039 | $171K |
| Bayesian Capital Management, LP | 0.11% | New | 20,813 | $169K |
| Simplex Trading, LLC | 0.00% | Add +74.1% | 19,698 | $160K |
| Virtu Financial LLC | 0.00% | New | 19,156 | $156K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -17.5% | 18,994 | $154K |
| Vise Technologies, Inc. | 0.00% | Add +19.5% | 16,254 | $132K |
| Oxford Asset Management LLP | 0.06% | Reduce -39.1% | 15,299 | $124K |
| Pathstone Holdings, LLC | 0.00% | New | 15,203 | $123K |
| Fox Run Management, L.L.C. | 0.02% | New | 14,618 | $119K |
| Cigna Investments Inc. | 0.01% | New | 14,053 | $114K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9213.0% | 13,597 | $110K |
| Centiva Capital, LP | 0.00% | Reduce -48.9% | 13,205 | $107K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 13,000 | $106K |
| Lighthouse Investment Partners, LLC | 0.00% | New | 12,930 | $105K |
| Prudential PLC | 0.00% | New | 12,450 | $101K |
| Compound Planning, Inc. | 0.00% | Reduce -2.1% | 11,879 | $96K |
| Mackenzie Financial Corp. | 0.00% | Add +4.7% | 11,768 | $96K |
| Stifel Financial Corp. | 0.00% | Add +3.6% | 11,414 | $93K |
| Nissay Asset Management Corp. /Japan | 0.00% | New | 11,412 | $93K |
| Modern Wealth Management, LLC | 0.00% | New | 11,311 | $92K |
| Group One Trading LLC | 0.00% | Reduce -76.0% | 11,182 | $91K |
| GTS Securities LLC | 0.00% | New | 10,690 | $87K |
| Westwood Holdings Group Inc. | 0.00% | New | 10,100 | $82K |
| Quantbot Technologies LP | 0.00% | Reduce -88.7% | 10,036 | $81K |
| Daiwa Securities Group Inc. | 0.00% | No change | 10,000 | $81K |
| Wells Fargo & Company | 0.00% | Add +172.7% | 9,197 | $75K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.0% | 6,406 | $52K |
| FMR LLC | 0.00% | Add +18.4% | 5,638 | $46K |
| Bayforest Capital Ltd | 0.03% | Add +42.4% | 4,442 | $36K |
| Jones Financial Companies LLLP | 0.00% | Add +132.8% | 3,544 | $27K |
| US Bancorp \de | 0.00% | No change | 2,500 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +114.5% | 2,447 | $20K |
| First Horizon Corp. | 0.00% | Reduce -5.7% | 2,404 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -47.5% | 2,275 | $18K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -27.1% | 2,057 | $17K |
| Osaic Holdings, Inc. | 0.00% | Add +19.0% | 1,802 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,376 | $11K |
| Park Place Capital Corp | 0.00% | Add +41.7% | 1,338 | $11K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +688.1% | 1,064 | $9K |
| Assetmark, Inc. | 0.00% | Add +8.8% | 1,033 | $8K |
| Pacer Advisors, Inc. | 0.00% | Add +13.2% | 992 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 968 | $8K |
| Private Trust Co. NA | 0.00% | No change | 625 | $5K |
| IFG Advisory, LLC | 0.00% | New | 625 | $5K |
| Westpac Banking Corp. | 0.00% | No change | 600 | $5K |
| Byrne Asset Management LLC | 0.00% | Reduce -58.4% | 570 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -80.9% | 569 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 558 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 508 | $4K |
| Larson Financial Group LLC | 0.00% | Add +1734.6% | 477 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 437 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -31.8% | 253 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 205 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $2K |
| Blue Trust, Inc. | 0.00% | New | 191 | $2K |
| Arax Advisory Partners | 0.00% | New | 134 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 119 | $966 |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -23.1% | 100 | $812 |
| Fiduciary Financial Advisors | 0.00% | New | 98 | $788 |
| True Wealth Design, LLC | 0.00% | New | 87 | $707 |
| Versant Capital Management, Inc | 0.00% | New | 83 | $674 |
| Optiver Holding B.V. | 0.00% | New | 82 | $666 |
| Cornerstone Financial Management LLC | 0.00% | New | 65 | $528 |
| Rakuten Securities, Inc. | 0.00% | Reduce -99.8% | 2 | $16 |
"% 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.