Vault-13

FULL TRUCK ALLIANCE CO LTD YMM

SPONSORED ADS · ADR · CUSIP 35969L108 · ISIN US35969L1089

119 institutional holders -15 vs Q1 2023
438,838,119438.8m shares reported held*
$2.7bnreported value*
15 new 38 added 43 reduced 28 sold out net sold ≈ $126.6m (-23.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($76.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.22. Options: 11 managers hold calls ($15.7m notional), 7 hold puts ($1.7m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 105Q4 22: 127Q1 23: 134Q2 23: 119119Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022105
Q4 2022127
Q1 2023134
Q2 2023119

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 72 bought or addedQ4 22: 46 cut or sold outQ4 22Q1 23: 67 bought or addedQ1 23: 65 cut or sold outQ1 23Q2 23: 53 bought or addedQ2 23: 71 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20227246
Q1 20236765
Q2 20235371

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 22 calls: $2.5mQ3 22 puts: $1.1mQ3 22P/C 0.45Q4 22 calls: $51.8mQ4 22 puts: $1.8mQ4 22P/C 0.03Q1 23 calls: $46.0mQ1 23 puts: $2.1mQ1 23P/C 0.05Q2 23 calls: $15.7mQ2 23 puts: $1.7mQ2 23P/C 0.11
Numbers
QuarterCallsPutsP/C
Q3 2022$2.5m$1.1m0.45
Q4 2022$51.8m$1.8m0.03
Q1 2023$46.0m$2.1m0.05
Q2 2023$15.7m$1.7m0.11

Biggest buyers

Invesco Ltd. New +18,396,172+18.4m
Greenwoods Asset Management Hong Kong Ltd. Added +2,583,121+2.6m
FARALLON CAPITAL MANAGEMENT, L.L.C. Added +2,053,000+2.1m
ALKEON CAPITAL MANAGEMENT LLC Added +1,914,884+1.9m
FIL Ltd Added +1,845,312+1.8m
VAN ECK ASSOCIATES CORP Added +1,359,149+1.4m
VANGUARD GROUP INC Added +1,317,441+1.3m
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC Added +1,303,158+1.3m
Krane Funds Advisors LLC Added +1,298,589+1.3m
HCEP Management Ltd Added +1,113,441+1.1m

Biggest sellers

All-Stars Investment Ltd Reduced -8,673,039-8.7m
BANK OF AMERICA CORP /DE/ Reduced -7,272,402-7.3m
RWC ASSET ADVISORS (US) LLC Sold out -7,008,107-7.0m
JPMORGAN CHASE & CO Reduced -6,143,125-6.1m
JENNISON ASSOCIATES LLC Sold out -4,132,085-4.1m
Pinpoint Asset Management Ltd Reduced -3,492,185-3.5m
CI INVESTMENTS INC. Reduced -3,037,314-3.0m
ExodusPoint Capital Management, LP Reduced -2,860,033-2.9m
RWC Asset Management LLP Sold out -2,228,330-2.2m
MORGAN STANLEY Reduced -1,803,527-1.8m

Biggest calls

JANE STREET GROUP, LLC Reduced $6.9m1.1m shares
MILLENNIUM MANAGEMENT LLC Unchanged $3.1m500.0k shares
UBS Group AG Reduced $3.1m500.0k shares
Walleye Trading LLC Unchanged $1.6m252.5k shares
GROUP ONE TRADING LLC Reduced $314.7k50.6k shares
SIMPLEX TRADING, LLC Reduced $283.0k45.6k shares
CITADEL ADVISORS LLC Reduced $261.9k42.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $112.6k18.1k shares
HAP Trading, LLC Reduced $36.0k451.2k shares
Belvedere Trading LLC Unchanged $622100 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $644.4k103.6k shares
SIMPLEX TRADING, LLC Reduced $354.0k57.0k shares
JANE STREET GROUP, LLC Added $284.9k45.8k shares
CITADEL ADVISORS LLC Reduced $276.8k44.5k shares
Belvedere Trading LLC Unchanged $93.3k15.0k shares
GROUP ONE TRADING LLC Reduced $80.9k13.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
First Beijing Investment Ltd 13G · passive investor +1.4 pts · filed 2026-05-13 9.6% +1.4 pts 1.8bn 2026-05-13
SB INVESTMENT ADVISERS (UK) LTD 13G · exempt (held before listing) -2.5 pts · filed 2025-11-14 7.4% -2.5 pts 1.4bn 2025-11-14
FIL Ltd 13G · institution +1.3 pts · filed 2025-11-05 6.8% +1.3 pts 1.3bn 2025-11-05
Invesco Ltd. 13G · institution new · filed 2025-11-06 5.8% new 1.1bn 2025-11-06

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FARALLON CAPITAL MANAGEMENT, L.L.C. 1.70% of their portfolio SAN FRANCISCO, CA 45,858,23845.9m $285.2m $285.2m 1.70% Added +2.1m +2,053,000
2 All-Stars Investment Ltd 94.54% of their portfolio HONG KONG, K3 35,458,05835.5m $220.5m $220.5m 94.54% Reduced -8.7m -8,673,039
3 SC US (TTGP), LTD. 1.89% of their portfolio Menlo Park, CA 32,209,49632.2m $200.3m $200.3m 1.89% Unchanged
4 Krane Funds Advisors LLC 10.24% of their portfolio NEW YORK, NY 31,236,50631.2m $194.3m $194.3m 10.24% Added +1.3m +1,298,589
5 HSG Holding Ltd 19.69% of their portfolio NA, K3 27,681,26327.7m $172.2m $172.2m 19.69% Unchanged
6 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 24,970,24625.0m $155.3m $155.3m 0.00% Added +1.3m +1,317,441
7 ALKEON CAPITAL MANAGEMENT LLC 0.80% of their portfolio New York, NY 21,586,29021.6m $134.3m $134.3m 0.80% Added +1.9m +1,914,884
8 Invesco Ltd. 0.03% of their portfolio ATLANTA, GA 18,396,17218.4m $114.4m $114.4m 0.03% New
9 SB INVESTMENT ADVISERS (UK) LTD 0.81% of their portfolio LONDON, X0 17,093,45817.1m $106.3m $106.3m 0.81% Reduced -148.0k -147,982
10 WFM ASIA (BVI) Ltd 10.92% of their portfolio HONG KONG, K3 16,230,68416.2m $101.0m $101.0m 10.92% Unchanged
11 FIL Ltd 0.11% of their portfolio HAMILTON, D0 15,796,08215.8m $98.3m $98.3m 0.11% Added +1.8m +1,845,312
12 BAILLIE GIFFORD & CO 0.08% of their portfolio EDINBURGH, X0 15,777,29815.8m $98.1m $98.1m 0.08% Reduced -44.5k -44,461
13 JANUS HENDERSON GROUP PLC 0.04% of their portfolio LONDON, X0 11,366,44111.4m $70.7m $70.7m 0.04% Reduced -534.0k -533,970
14 BAMCO INC /NY/ 0.19% of their portfolio NEW YORK, NY 10,920,17310.9m $67.9m $67.9m 0.19% Added +646.4k +646,447
15 Greenwoods Asset Management Hong Kong Ltd. 2.98% of their portfolio HONG KONG, K3 9,897,4649.9m $61.6m $61.6m 2.98% Added +2.6m +2,583,121
16 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 8,746,1428.7m $54.4m $54.4m 0.01% Reduced -7.3m -7,272,402
17 HCEP Management Ltd 10.22% of their portfolio HONG KONG, K3 8,659,0848.7m $53.9m $53.9m 10.22% Added +1.1m +1,113,441
18 NORGES BANK 0.01% of their portfolio OSLO, Q8 7,440,6767.4m $46.3m $46.3m 0.01% Added +708.0k +707,964
19 MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 4.73% of their portfolio SAN FRANCISCO, CA 6,490,4046.5m $40.4m $40.4m 4.73% Added +1.3m +1,303,158
20 E Fund Management Co., Ltd. 2.69% of their portfolio GUANGZHOU, F4 5,462,5645.5m $34.0m $34.0m 2.69% Reduced -214.7k -214,665
21 HHLR ADVISORS, LTD. 0.69% of their portfolio GRAND CAYMAN, E9 5,226,4195.2m $32.5m $32.5m 0.69% Reduced -367.6k -367,581
22 Carmignac Gestion 0.51% of their portfolio PARIS, I0 4,727,0514.7m $29.4m $29.4m 0.51% Reduced -513.7k -513,674
23 Blue Creek Capital Management Ltd 20.89% of their portfolio HONG KONG, K3 4,075,0004.1m $25.3m $25.3m 20.89% Reduced -112.0k -112,000
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 3,644,0453.6m $22.7m $22.7m 0.01% Reduced -212.2k -212,187
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,436,1693.4m $21.4m $21.4m 0.00% Reduced -6.1m -6,143,125
26 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,970,0223.0m $18.5m $18.5m 0.00% Added +344.0k +343,964
27 Pinpoint Asset Management Ltd 0.01% of their portfolio HONG KONG, K3 2,757,1472.8m $17.5m $17.5m 0.01% Reduced -3.5m -3,492,185
28 SOFTBANK GROUP CORP. 0.17% of their portfolio TOKYO, M0 2,426,9792.4m $15.1m $15.1m 0.17% Unchanged
29 Hel Ved Capital Management Ltd 6.33% of their portfolio CENTRAL, K3 2,368,7002.4m $14.7m $14.7m 6.33% Added +218.0k +218,000
30 Legal & General Group Plc 0.00% of their portfolio London, X0 2,317,5592.3m $14.4m $14.4m 0.00% Reduced -214.4k -214,352
31 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 2,131,3102.1m $13.1m $13.1m 0.01% Added +3.5k +3,475
32 Robeco Institutional Asset Management B.V. 0.03% of their portfolio ROTTERDAM, P7 1,901,6641.9m $11.8m $11.8m 0.03% Added +239.5k +239,536
33 MACQUARIE GROUP LTD 0.01% of their portfolio Sydney, NSW 2000, C3 1,833,9751.8m $11.4m $11.4m 0.01% Unchanged
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,538,4651.5m $9.6m $9.6m 0.00% Reduced -357.6k -357,632
35 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 1,405,6601.4m $8.7m $8.7m 0.01% Reduced -752.6k -752,647
36 VAN ECK ASSOCIATES CORP 0.02% of their portfolio NEW YORK, NY 1,359,9141.4m $8.5m $8.5m 0.02% Added +1.4m +1,359,149
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,352,1571.4m $8.4m $8.4m 0.00% Reduced -1.8m -1,803,527
38 Highlander Partners, L.P. 9.36% of their portfolio DALLAS, TX 1,338,2371.3m $8.3m $8.3m 9.36% Reduced -254.6k -254,563
39 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 1,166,2061.2m $7.3m $7.3m 0.01% Reduced -7.0k -7,036
40 BlackRock Inc. 0.00% of their portfolio New York, NY 1,048,2951.0m $6.5m $6.5m 0.00% Added +30.6k +30,577
41 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 1,046,4891.0m $6.5m $6.5m 0.00% Unchanged
42 TB Alternative Assets Ltd. 1.55% of their portfolio HONG KONG, K3 1,004,5001.0m $6.2m $6.2m 1.55% Reduced -140.6k -140,600
43 HarbourVest Partners LLC 1.69% of their portfolio Boston, MA 957,580957.6k $6.0m $6.0m 1.69% Unchanged
44 CAPITAL FUND MANAGEMENT S.A. 0.09% of their portfolio PARIS, I0 910,602910.6k $5.7m $5.7m 0.09% Added +82.9k +82,869
45 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 905,038905.0k $5.6m $5.6m 0.00% Added +36.5k +36,528
46 IvyRock Asset Management (HK) Ltd 3.19% of their portfolio SHEUNG WAN, K3 883,000883.0k $5.5m $5.5m 3.19% Added +220.0k +220,000
47 Schonfeld Strategic Advisors LLC 0.04% of their portfolio NEW YORK, NY 829,780829.8k $5.2m $5.2m 0.04% Reduced -2.5k -2,482
48 Quinn Opportunity Partners LLC 0.69% of their portfolio CHARLOTTESVILLE, VA 803,773803.8k $5.0m $5.0m 0.69% Reduced -196.0k -195,978
49 Twenty Acre Capital LP 4.88% of their portfolio NEWTOWN, PA 733,400733.4k $4.6m $4.6m 4.88% Added +158.0k +158,000
50 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 709,500709.5k $4.4m $4.4m 0.01% Reduced -31.6k -31,604
51 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 703,984704.0k $4.4m $4.4m 0.01% Added +224.4k +224,379
52 Hidden Lake Asset Management LP 6.02% of their portfolio NEW YORK, NY 665,918665.9k $4.1m $4.1m 6.02% Reduced -1.2m -1,184,472
53 MIC Capital Management UK LLP 0.80% of their portfolio LONDON, X0 630,697630.7k $3.9m $3.9m 0.80% Unchanged
54 GAM Holding AG 0.27% of their portfolio Zurich, V8 623,563623.6k $3.9m $3.9m 0.27% Reduced -33.4k -33,410
55 Octahedron Capital Management L.P. 6.64% of their portfolio BURLINGAME, CA 618,600618.6k $3.8m $3.8m 6.64% Added +153.6k +153,600
56 Parkwood LLC 0.62% of their portfolio CLEVELAND, OH 543,421543.4k $3.4m $3.4m 0.62% Unchanged
57 Harvest Fund Management Co., Ltd 0.65% of their portfolio BEIJING, F4 522,488522.5k $3.2m $3.2m 0.65% Reduced -3.0k -3,041
58 LMR Partners LLP 0.07% of their portfolio LONDON, X0 502,257502.3k $3.1m $3.1m 0.07% Unchanged
59 Cubist Systematic Strategies, LLC 0.03% of their portfolio STAMFORD, CT 471,048471.0k $2.9m $2.9m 0.03% Reduced -149.1k -149,094
60 Penserra Capital Management LLC 0.06% of their portfolio ORINDA, CA 454,044454.0k $2.8m $2.8m 0.06% Reduced -99.5k -99,481
61 Maytree Asset Management Ltd 2.51% of their portfolio HONG KONG, K3 398,981399.0k $2.5m $2.5m 2.51% New
62 TWINBEECH CAPITAL LP 0.03% of their portfolio PURCHASE, NY 282,608282.6k $1.8m $1.8m 0.03% New
63 Renaissance Capital LLC 0.93% of their portfolio Stamford, CT 263,923263.9k $1.6m $1.6m 0.93% Added +54.0k +54,032
64 NOMURA HOLDINGS INC 0.01% of their portfolio TOKYO, M0 208,349208.3k $1.3m $1.3m 0.01% Reduced -424.2k -424,184
65 Parametrica Management Ltd 2.43% of their portfolio WANCHAI, K3 202,698202.7k $1.3m $1.3m 2.43% Added +61.2k +61,185
66 PLATINUM INVESTMENT MANAGEMENT LTD 0.04% of their portfolio SYDNEY AUSTRALIA 2000, C3 199,091199.1k $1.2m $1.2m 0.04% Unchanged
67 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 163,310163.3k $1.0m $1.0m 0.01% Reduced -113.3k -113,267
68 China Universal Asset Management Co., Ltd. 0.31% of their portfolio SHANGHAI, F4 162,830162.8k $1.0m $1.0m 0.31% Reduced -77.4k -77,400
69 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 141,400141.4k $1.1m $1.1m 0.00% Unchanged
70 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 141,244141.2k $878.5k $878.5k 0.00% Added +96.8k +96,836
71 UBS Group AG 0.00% of their portfolio ZURICH, V8 123,569123.6k $768.6k $768.6k 0.00% Reduced -419.6k -419,566
72 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 114,801114.8k $714.1k $714.1k 0.00% Added +1.8k +1,815
73 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 105,256105.3k $654.7k $654.7k 0.02% Reduced -399.2k -399,163
74 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 100,000100.0k $622.0k $622.0k 0.00% Reduced -298.2k -298,168
75 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 92,37792.4k $574.6k $574.6k 0.00% New
76 Rock Creek Group LLC 0.08% of their portfolio Washington, DC 90,00090.0k $559.8k $559.8k 0.08% Reduced -143.8k -143,805
77 Handelsbanken Fonder AB 0.00% of their portfolio STOCKHOLM, V7 88,70088.7k $552.0k $552.0k 0.00% Added +14.2k +14,200
78 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 86,22986.2k $536.3k $536.3k 0.00% Unchanged
79 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 83,05883.1k $516.6k $516.6k 0.00% Added +4.7k +4,711
80 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 70,87470.9k $440.8k $440.8k 0.00% Unchanged
81 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 66,51366.5k $413.7k $413.7k 0.00% Reduced -571.6k -571,591
82 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 57,32057.3k $357.0k $357.0k 0.00% Reduced -2.9m -2,860,033
83 LAKE STREET ADVISORS GROUP, LLC 0.02% of their portfolio PORTSMOUTH, NH 56,97257.0k $354.0k $354.0k 0.02% Unchanged
84 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 49,58949.6k $308.4k $308.4k 0.01% New
85 PROFUND ADVISORS LLC 0.02% of their portfolio BETHESDA, MD 49,04849.0k $305.1k $305.1k 0.02% Reduced -4.1k -4,131
86 Headlands Technologies LLC 0.09% of their portfolio CHICAGO, IL 45,40445.4k $282.4k $282.4k 0.09% New
87 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 44,32244.3k $275.7k $275.7k 0.00% Reduced -39.8k -39,794
88 MIRABELLA FINANCIAL SERVICES LLP 0.03% of their portfolio London, X0 43,50043.5k $270.6k $270.6k 0.03% New
89 Aubrey Capital Management Ltd 0.18% of their portfolio EDINBURGH, X0 43,00043.0k $267.2k $267.2k 0.18% Added +18.0k +18,000
90 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 37,56137.6k $233.6k $233.6k 0.00% Unchanged
91 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 36,68036.7k $228.1k $228.1k 0.00% New
92 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 35,05935.1k $218.1k $218.1k 0.00% Reduced -89.0k -89,018
93 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 31,54931.5k $196.0k $196.0k 0.02% Added +16.3k +16,335
94 Aberdeen Group plc 0.00% of their portfolio EDINBURGH, X0 30,89430.9k $192.2k $192.2k 0.00% Unchanged
95 Hexagon Capital Partners LLC 0.05% of their portfolio ROGERS, AR 29,61929.6k $184.2k $184.2k 0.05% Unchanged
96 XTX Topco Ltd 0.03% of their portfolio LONDON, X0 26,40026.4k $164.2k $164.2k 0.03% New
97 DRW Securities, LLC 0.01% of their portfolio CHICAGO, IL 24,36724.4k $152.0k $152.0k 0.01% Added +7.3k +7,312
98 Harel Insurance Investments & Financial Services Ltd. 0.00% of their portfolio Ramat Gan, L3 23,25623.3k $145.0k $145.0k 0.00% Reduced -1.7k -1,654
99 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 21,45321.5k $133.4k $133.4k 0.00% Added +2.6k +2,598
100 AXQ CAPITAL, LP 0.15% of their portfolio JERSEY CITY, NJ 19,60019.6k $121.9k $121.9k 0.15% New