YMM in the 13F filings
Full Truck Alliance Co LTD · CUSIP 35969L108
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 17 Feb 2026
- latest of these filings; the earliest 31 Oct 2025
- Managers listing it
- 4
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 3 listed it in both
- Shares listed
- 62,876,098
- combined, among listed positions
- Reported value
- $815m
- combined, at the quarter end
Among the 95 comparable managers: 3 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing YMM in Q3 2025
4 of 4 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Invesco Ltd | 54,223,349 | $703m | 0.11% | Added | +21,628,993 | 13 Nov 2025 (the filing on sec.gov) |
| Oaktree Capital Management LP | 3,797,697 | $49m | 0.76% | Added | +1,955,360 | 13 Nov 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 2,716,960 | $35m | under 0.1% | Trimmed | -248,000 | 14 Nov 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 2,138,092 | $28m | 0.09% | New | new | 14 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 54,223,349 shares now+21,628,993
- Voloridge Investment Management LLCnew position · 2,138,092 shares now+2,138,092
- Oaktree Capital Management LPexisting position · 3,797,697 shares now+1,955,360
Reductions
- Janus Henderson Group Ltdexisting position · 2,716,960 shares now-248,000
New positions and exits
New (1)
Exited (2)
- Baillie Gifford & Cowas $171m
- Farallon Capital Management LLCwas $18m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 7 | $1.0bn | n.a. | n.a. |
| Q3 2021 | 2 | $355m | n.a. | n.a. |
| Q4 2021 | 3 | $400m | n.a. | n.a. |
| Q1 2022 | 4 | $357m | n.a. | n.a. |
| Q2 2022 | 6 | $625m | n.a. | n.a. |
| Q3 2022 | 3 | $464m | n.a. | n.a. |
| Q4 2022 | 3 | $552m | n.a. | n.a. |
| Q1 2023 | 5 | $573m | n.a. | n.a. |
| Q2 2023 | 4 | $459m | n.a. | n.a. |
| Q3 2023 | 4 | $479m | n.a. | n.a. |
| Q4 2023 | 3 | $458m | 1 | 1 |
| Q1 2024 | 4 | $390m | 2 | 2 |
| Q2 2024 | 7 | $707m | 3 | 4 |
| Q3 2024 | 6 | $715m | 1 | 5 |
| Q4 2024 | 8 | $803m | 3 | 5 |
| Q1 2025 | 9 | $795m | 4 | 5 |
| Q2 2025 | 6 | $645m | 4 | 3 |
| Q3 2025 | 4 | $815m | 3 | 3 |
| Q4 2025 | 3 | $663m | 8 | 12 |
| Q1 2026 | 6 | $698m | 16 | 8 |
| Q2 2026 | 3 | $541m | 8 | 18 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
YMM and GOOGL →YMM and AMZN →YMM and MSFT →Choose a stock to compare with YMM →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own YMM, latest filings →Back to the 13F Explorer →