Full Truck Alliance -SPN ADRYMM

13F holders, Q2 2026 (June 30)
245holders +42
81new positions
41sold out
4famous investors
$8.12avg. 13F price*

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

050100150200250 Q1 2024: 146Q1 2024Q2 2024: 177Q2 2024Q3 2024: 170Q3 2024Q4 2024: 195Q4 2024Q1 2025: 248Q1 2025Q2 2025: 229Q2 2025Q3 2025: 229Q3 2025Q4 2025: 211Q4 2025Q1 2026: 203Q1 2026Q2 2026: 245Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions81$232.6M
Exits41$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.