YMM

Full Truck Alliance -SPN ADR
Information TechnologyUSCUSIP 35969L108◍ Confluence graph
Tracked 13F Holders
202
-77 QoQ
13F Value (tracked)
$4.8B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)36 adding · 23 trimming
Insider net (180d)$0

Who owns YMM?

202 tracked 13F filers

202 tracked 13F filers disclose a position in YMM as of the latest SEC 13F filings, a combined $4.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1First Beijing Investment Ltd
$745.3M
91.8M
+2.0%
Added · +1.8M sh
Q2 2026
2FIL Ltd
$524.7M
63.2M
−1.8%
Reduced · −1.2M sh
Q1 2026
3Greenwoods Asset Management Hong Kong Ltd.
$320.4M
39.5M
−3.7%
Reduced · −1.5M sh
Q2 2026
4SCHRODER INVESTMENT MANAGEMENT GROUP
$288.6M
34.8M
−27%
Reduced · −13.1M sh
Q1 2026
5Krane Funds Advisors LLC
$230.2M
28.4M
−0.9%
Reduced · −248K sh
Q2 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$198.3M
23.9M
First observed position
No prior filed position
Q1 2026
7JPMORGAN CHASE & CO
$178.6M
22.1M
+22%
Added · +3.9M sh
Q1 2026
8All-Stars Investment Ltd
$178.2M
21.9M
−0.7%
Reduced · −148K sh
Q2 2026
9Mitsubishi UFJ Trust & Banking Corp
$160.3M
19.3M
+9.6%
Added · +1.7M sh
Q1 2026
10SC US (TTGP), LTD.
$108.4M
13.1M
Held
Q1 2026
11North of South Capital LLP
$105.0M
12.9M
+16%
Added · +1.8M sh
Q2 2026
12D. E. Shaw & Co., Inc.
$93.3M
11.2M
11×
Added · +10.2M sh
Q1 2026
13Alpine Investment Management Ltd
$91.7M
11.1M
+48%
Added · +3.6M sh
Q1 2026
14OLP CAPITAL MANAGEMENT Ltd
$87.0M
10.7M
−22%
Reduced · −3.1M sh
Q2 2026
15BRILLIANCE ASSET MANAGEMENT LTD
$82.2M
10.1M
+55%
Added · +3.6M sh
Q2 2026
16MORGAN STANLEY
$79.0M
9.5M
−36%
Reduced · −5.3M sh
Q1 2026
17ALKEON CAPITAL MANAGEMENT LLC
$73.9M
8.9M
−37%
Reduced · −5.3M sh
Q1 2026
18NORGES BANK
$92.5M
8.6M
−24%
Reduced · −2.8M sh
Q4 2025
19STATE STREET CORP
$67.5M
8.3M
+442%
Added · +6.8M sh
Q2 2026
20MARSHALL WACE, LLP
$66.1M
8.0M
+283%
Added · +5.9M sh
Q1 2026
21UBS Group AG
$63.4M
7.6M
−19%
Reduced · −1.8M sh
Q1 2026
22GOLDMAN SACHS GROUP INC
$62.9M
7.6M
+50%
Added · +2.5M sh
Q1 2026
23Qube Research & Technologies Ltd
$62.0M
7.5M
28×
Added · +7.2M sh
Q1 2026
24Mondrian Investment Partners LTD
$61.4M
7.4M
+33%
Added · +1.8M sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$51.8M
6.2M
First observed position
No prior filed position
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is YMM being bought or sold by institutions?

Last quarter, 8 funds opened a new position in YMM and 28 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
28
funds
Reduced
23
funds
Exited
0
funds

Funds that own YMM also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA116 funds$201.3B
AMAZON.COM INCAMZN116 funds$100.5B
MICROSOFT CORPMSFT113 funds$133.5B
META PLATFORMS INC-CLASS AMETA112 funds$61.1B
TAIWAN SEMICONDUCTOR-SP ADRTSM110 funds$27.9B
MICRON TECHNOLOGY INCMU110 funds$25.1B
ALPHABET INC-CL AGOOGL109 funds$89.1B
APPLE INCAAPL108 funds$146.7B
INTUITIVE SURGICAL INCISRG105 funds$15.3B
INTEL CORPINTC105 funds$11.3B
BROADCOM INCAVGO104 funds$79.3B
ELI LILLY & COLLY104 funds$39.0B

Ranked by how many of YMM's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

97 funds-29 since Q3 2024
091182Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.2B

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for YMM

Browse more

Build

Ask your agent what changed in YMM

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/YMM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for YMM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for YMM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.