YMM in the 13F filings
Full Truck Alliance Co LTD · CUSIP 35969L108
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 23 Jan 2026
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 3 listed it in both
- Shares listed
- 101,283,751
- combined, among listed positions
- Reported value
- $1.1bn
- combined, at the quarter end
Among the 92 comparable managers: 8 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,056,621.
Managers listing YMM in Q4 2025
16 of 16 holders
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPnew position · 8,191,592 shares now+8,191,592
- Invesco Ltdexisting position · 58,272,671 shares now+4,049,322
- Marshall Wace LLPnew position · 2,081,499 shares now+2,081,499
- Jane Street Group LLCexisting position · 2,229,380 shares now+590,805
- Schonfeld Strategic Advisors LLCexisting position · 466,297 shares now+340,988
Reductions
- Fidelity (FMR LLC)existing position · 21,744,763 shares now-13,028,901
- D. E. Shaw & Co.existing position · 1,007,460 shares now-1,307,470
- Janus Henderson Group Ltdexisting position · 2,221,204 shares now-495,756
- Millennium Management LLCexisting position · 33,122 shares now-349,846
- Oaktree Capital Management LPexisting position · 3,519,764 shares now-277,933
New positions and exits
New (3)
Exited (5)
- Voloridge Investment Management LLCwas $28m
- Acadian Asset Management LLCwas $6.2m
- Woodline Partners LPwas $1.8m
- Verition Fund Management LLCwas $931k
- Brevan Howard Capital Management LPwas $145k
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 →