YMM in the 13F filings
Full Truck Alliance Co LTD · CUSIP 35969L108
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 26 Jan 2024
- Managers listing it
- 3
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 3 listed it in both
- Shares listed
- 65,358,131
- combined, among listed positions
- Reported value
- $458m
- combined, at the quarter end
Among the 93 comparable managers: 1 buyer (opened or added shares) and 1 seller (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 Q4 2023
3 of 3 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Farallon Capital Management LLC | 38,190,495 | $268m | 1.22% | Held | 0 | 14 Feb 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 15,678,434 | $110m | 0.09% | Trimmed | -56,172 | 26 Jan 2024 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 11,489,202 | $81m | under 0.1% | Added | +366,703 | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Janus Henderson Group Ltdexisting position · 11,489,202 shares now+366,703
Reductions
- Baillie Gifford & Coexisting position · 15,678,434 shares now-56,172
New positions and exits
New (0)
No new position among listed positions.
Exited (0)
No exit shown by a manager’s own filing.
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 →