YMM in the 13F filings
Full Truck Alliance Co LTD · CUSIP 35969L108
- Quarter end
- 30 Jun 2026
- the date the book describes
- Filed
- 2 Sep 2026
- latest of these filings; the earliest 3 Aug 2026
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q1 2026 and Q2 2026; 4 listed it in both
- Shares listed
- 81,741,036
- combined, among listed positions
- Reported value
- $664m
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 8 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -18,129,583.
Managers listing YMM in Q2 2026
16 of 16 holders
Largest increases and reductions, by shares
Increases
- Janus Henderson Group Ltdexisting position · 3,942,664 shares now+2,550,198
- Invesco Ltdexisting position · 62,128,513 shares now+2,067,672
- Acadian Asset Management LLCnew position · 2,022,843 shares now+2,022,843
- Man Group PLCnew position · 660,004 shares now+660,004
- AllianceBernstein LPnew position · 69,353 shares now+69,353
Reductions
- Marshall Wace LLPexisting position · 918,492 shares now-7,045,519
- D. E. Shaw & Co.existing position · 5,305,679 shares now-5,934,416
- Voloridge Investment Management LLCexisting position · 2,435,496 shares now-2,280,942
- Susquehanna International Group LLPexisting position · 71,839 shares now-1,936,046
- Renaissance Technologies LLCexisting position · 863,800 shares now-532,829
New positions and exits
New (3)
Exited (10)
- Millennium Management LLCwas $39m
- Wellington Management Group LLPwas $19m
- Winton Group Ltdwas $863k
- Squarepoint Ops LLCwas $551k
- Caxton Associates LLPwas $523k
- ExodusPoint Capital Management LPwas $199k
- Jane Street Group LLCwas $141k
- Verition Fund Management LLCwas $135k
- Brevan Howard Capital Management LPwas $93k
- Baillie Gifford & Cowas $10k
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 →