YMM — FULL TRUCK ALLIANCE CO LTD
As of Q2 2026, 35 SEC-registered investment managers reported holding YMM (FULL TRUCK ALLIANCE CO LTD) in their latest 13F filings, with a combined reported value of $2.24B across 276.05M shares. That is +10.3% by share count (+25.81M shares) versus the previous quarter, while reported value moved +7.9%. Ownership is concentrated: the five largest holders account for 74.5% of reported value and the top ten for 89.6%.
Compared with the prior quarter, 6 opened new positions, 17 added to existing stakes, 10 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
YMM is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Invesco Ltd history | Q2 2026 | 62.13M | $504.48M | 0.04% | Add |
| Fidelity International (FIL) history | Q2 2026 | 60.52M | $491.46M | 0.35% | Reduce |
| Vanguard Group history | Q4 2025 | 33.00M | $354.14M | 0.01% | Add |
| Greenwoods Asset Management history | Q2 2026 | 39.45M | $320.35M | 14.66% | Reduce |
| BlackRock Inc history | Q2 2026 | 32.14M | $261.01M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 10.74M | $87.18M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 10.50M | $85.28M | 0.01% | Add |
| Alkeon Capital Management history | Q2 2026 | 9.40M | $76.32M | 0.10% | Add |
| Norges Bank Investment Management history | Q2 2026 | 9.16M | $74.38M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 7.29M | $59.21M | 0.01% | Reduce |
| Hillhouse Capital (HHLR Advisors) history | Q3 2025 | 4.07M | $52.74M | 1.29% | New |
| Ontario Teachers Pension Plan history | Q2 2022 | 4.81M | $43.61M | 0.63% | Add |
| D. E. Shaw & Co history | Q2 2026 | 5.31M | $43.08M | 0.02% | Reduce |
| Millennium Management history | Q1 2026 | 4.68M | $38.84M | 0.02% | Add |
| Geode Capital Management history | Q2 2026 | 4.70M | $37.84M | 0.00% | Add |
| Baron Funds history | Q2 2026 | 4.43M | $35.97M | 0.09% | Add |
| CPP Investments history | Q2 2025 | 2.73M | $32.27M | 0.03% | New |
| Legal & General Investment Management America history | Q2 2026 | 3.72M | $30.18M | 0.01% | Add |
| Wellington Management Group history | Q1 2026 | 2.31M | $19.19M | 0.00% | Reduce |
| Farallon Capital Management history | Q2 2025 | 1.55M | $18.31M | 0.08% | Reduce |
New Positions (Q2 2026)
- PSP Investments 252.00K sh · $2.05M
- JPMorgan Chase & Co 250.00K sh · $2.02M
- National Pension Service of Korea 210.47K sh · $1.71M
- Manulife Financial 106.77K sh · $866.97K
- Prudential Financial 86.80K sh · $704.82K
- CDPQ (Caisse de Depot) 80.90K sh · $656.91K
Fully Exited (vs previous quarter)
- Millennium Management sold 4.68M sh · $38.84M
- Wellington Management Group sold 2.31M sh · $19.19M
- Janus Henderson Group sold 1.39M sh · $11.54M
- Baillie Gifford & Co sold 1.16K sh · $9.61K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd | 1.82M | — | — | — | — | — | — | 18.40M | 24.45M | 28.22M | 30.26M | 30.18M | 31.00M | 30.05M | 30.97M | 32.59M | 54.22M | 58.27M | 60.06M | 62.13M |
| Fidelity International (FIL) | 5.23M | 5.23M | 5.41M | 7.77M | 8.23M | 10.66M | 13.95M | 15.80M | 11.95M | 12.53M | 14.05M | 17.57M | 28.26M | 51.73M | 53.82M | 54.08M | 63.34M | 64.38M | 63.21M | 60.52M |
| Greenwoods Asset Management | 1.39M | 1.39M | 7.08M | 12.83M | 13.56M | 9.55M | 7.31M | 9.90M | 9.90M | 9.90M | 15.60M | 26.99M | 24.22M | 26.02M | 26.00M | 28.79M | 28.60M | 28.60M | 40.96M | 39.45M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.46M | 10.62M | 9.61M | 12.75M | 719.90K | 1.04M | 998.12K | 32.14M |
| Morgan Stanley | 41.90K | 3.05M | 2.17M | 1.13M | 687.83K | 1.43M | 3.16M | 1.35M | 2.42M | 3.73M | 13.73M | 25.00M | 27.65M | 38.79M | 26.87M | 27.70M | 23.38M | 14.77M | 9.51M | 10.74M |
| Goldman Sachs Group | 4.99M | 9.66M | 7.73M | 1.75M | 1.52M | 2.69M | 1.90M | 1.54M | 1.52M | 1.77M | 9.13M | 11.83M | 11.92M | 10.55M | 10.76M | 11.26M | 6.08M | 5.05M | 8.58M | 10.50M |
| Alkeon Capital Management | 9.57M | 6.31M | 8.77M | 14.22M | 14.94M | 15.67M | 19.67M | 21.59M | 22.09M | 22.30M | 23.35M | 23.35M | 24.28M | 13.92M | 13.91M | 14.70M | 14.20M | 14.20M | 8.90M | 9.40M |
| Norges Bank Investment Management | — | — | — | — | — | 7.88M | — | — | — | 9.26M | — | 8.39M | — | 9.39M | — | 11.40M | — | 8.62M | — | 9.16M |
| UBS Group AG | 756 | 3.35K | 343.00K | 428.00K | 785.55K | 1.14M | 1.54M | 623.57K | 1.18M | 1.53M | 3.01M | 3.75M | 3.50M | 5.10M | 3.89M | 2.77M | 2.63M | 9.41M | 7.64M | 7.29M |
| D. E. Shaw & Co | 47.40K | 1.65M | 2.86M | 285.27K | 187.74K | 1.93M | 479.61K | 703.98K | 28.87K | — | 10.30K | 1.13M | 749.63K | 831.02K | 68.33K | 1.34M | 2.31M | 1.01M | 11.24M | 5.31M |
| Geode Capital Management | — | — | — | — | — | — | — | 92.38K | 97.81K | 108.83K | 109.20K | 114.17K | 118.40K | 137.63K | 143.18K | 159.77K | 252.80K | 308.50K | 344.86K | 4.70M |
| Baron Funds | — | 6.54M | 12.25M | 12.29M | 11.75M | 11.88M | 10.27M | 10.92M | 10.90M | 10.58M | 10.82M | 10.28M | 10.41M | 10.08M | 9.22M | 8.00M | 6.31M | 5.77M | 4.18M | 4.43M |
| Legal & General Investment Management America | 1.08K | 1.01M | 2.85M | 2.91M | 2.77M | 2.66M | 2.53M | 2.32M | 1.33M | 1.24M | 1.25M | 1.28M | 1.31M | 1.44M | 1.45M | 1.49M | 1.50M | 1.78M | 1.82M | 3.72M |
| Bank of America Corp | — | 7.43M | 2.65M | 344 | — | 13.33M | 16.02M | 8.75M | 526.65K | 100.37K | 11.04M | 5.69M | 7.44M | 6.76M | 4.40M | 4.80M | 3.83M | 1.59M | 2.52M | 2.19M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.97M | 1.81M |
| Citigroup Inc | 135.73K | 152.99K | 134.35K | 15.84K | 11.53K | 9.59K | 8.89K | 15.07K | 14.19K | 235.98K | 635.73K | 456.17K | 483.47K | 1.05M | 1.08M | 1.09M | 1.39M | 1.33M | 5.70M | 1.62M |
| Northern Trust Corp | — | — | 74.65K | 74.65K | 75.64K | 85.80K | 86.23K | 86.23K | 86.01K | 111.19K | 131.51K | 192.32K | 190.39K | 140.49K | 208.88K | 139.83K | 142.59K | 144.83K | 148.89K | 1.59M |
| Deutsche Bank AG | — | 45.27K | 55.79K | 86.30K | 84.15K | 84.15K | 84.12K | 44.32K | 109.40K | 44.32K | 44.32K | 55.46K | 86.08K | 80.24K | 79.54K | 47.80K | 61.84K | 67.26K | 67.01K | 1.49M |
| Franklin Resources | — | — | 92.09K | 96.24K | 106.54K | 116.42K | 112.99K | 114.80K | 122.91K | 115.19K | 193.62K | 211.33K | 277.97K | 302.29K | 707.04K | 1.08M | 1.10M | 1.35M | 1.22M | 1.22M |
| Marshall Wace | 51.62K | — | — | — | — | 128.06K | 741.10K | 709.50K | — | — | 69.70K | 44.25K | — | — | 83.16K | — | — | 2.08M | 7.96M | 918.49K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details