YMM in the 13F filings
Full Truck Alliance Co LTD · CUSIP 35969L108
- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 5 Nov 2024
- Managers listing it
- 6
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 6 listed it in both
- Shares listed
- 79,388,656
- combined, among listed positions
- Reported value
- $715m
- combined, at the quarter end
Among the 94 comparable managers: 1 buyer (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -8,523,340.
Managers listing YMM in Q3 2024
6 of 6 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Invesco Ltd | 31,002,105 | $279m | 0.05% | Added | +823,941 | 12 Nov 2024 (the filing on sec.gov) |
| Farallon Capital Management LLC | 20,665,548 | $186m | 0.82% | Trimmed | -5,184,755 | 14 Nov 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 15,417,727 | $139m | 0.10% | Held | 0 | 5 Nov 2024 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 7,924,957 | $71m | under 0.1% | Trimmed | -3,010,895 | 14 Nov 2024 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 4,293,710 | $39m | 0.14% | Trimmed | -269,067 | 14 Nov 2024 (the filing on sec.gov) |
| Caxton Associates LLP | 84,609 | $762k | under 0.1% | Trimmed | -13,297 | 14 Nov 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 31,002,105 shares now+823,941
Reductions
- Farallon Capital Management LLCexisting position · 20,665,548 shares now-5,184,755
- Janus Henderson Group Ltdexisting position · 7,924,957 shares now-3,010,895
- Voloridge Investment Management LLCexisting position · 4,293,710 shares now-269,067
- Caxton Associates LLPexisting position · 84,609 shares now-13,297
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Acadian Asset Management LLCwas $7.0m
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.
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