YMM FULL TRUCK ALLIANCE CO LTD
ADR
CUSIP: 35969L108
Institutional Holders210
Total Institutional Value$7,426,579,544
Total Shares Held746,481,380
Avg Position$35,364,664
Top 5 Holders %40.5%
Alpha-Weighted Score72.8
New Positions+27
Exited Positions-47
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| FIRST BEIJING INVESTMENT LTD | Elite Conviction | Minimal Flow | $822,095,775 (11.1%) | 76,616,568 | -7.7% |
| FIL LTD | High Conviction | Significant Flow | $690,820,717 (9.3%) | 64,382,173 | -15.9% |
| Invesco Ltd. | Moderate Conviction | Market Mover | $625,265,759 (8.4%) | 58,272,671 | -11.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | High Conviction | Market Mover | $513,527,445 (6.9%) | 47,859,035 | 18.8% |
| VANGUARD GROUP INC | High Conviction | Market Mover | $354,139,723 (4.8%) | 33,004,634 | -16.1% |
| KRANE FUNDS ADVISORS LLC | Elite Conviction | Low Flow | $344,440,897 (4.6%) | 32,100,736 | -2.2% |
| GREENWOODS ASSET MANAGEMENT HONG KONG LTD. | High Conviction | Low Flow | $306,855,242 (4.1%) | 28,597,879 | -17.3% |
| ALL-STARS INVESTMENT LTD | Elite Conviction | Minimal Flow | $237,081,110 (3.2%) | 22,095,164 | -17.3% |
| FMR LLC | High Conviction | Market Mover | $233,321,307 (3.1%) | 21,744,763 | -48.3% |
| KONTIKI CAPITAL MANAGEMENT (HK) LTD. | Elite Conviction | Minimal Flow | $218,687,797 (2.9%) | 20,380,969 | 9.9% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $194,505,543 (2.6%) | 18,127,264 | -67.4% |
| MITSUBISHI UFJ TRUST & BANKING CORP | High Conviction | Significant Flow | $189,122,870 (2.5%) | 17,625,617 | 36.9% |
| DAVIS SELECTED ADVISERS | High Conviction | Moderate Flow | $188,177,633 (2.5%) | 17,537,524 | -3.2% |
| CAPITAL RESEARCH & MANAGEMENT CO - DIVISION 3 | High Conviction | Significant Flow | $177,399,133 (2.4%) | 16,533,004 | -5.8% |
| OLP CAPITAL MANAGEMENT LTD | Elite Conviction | Minimal Flow | $161,034,241 (2.2%) | 15,007,851 | 147.1% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $158,480,405 (2.1%) | 14,769,842 | -47.7% |
| ALKEON CAPITAL MANAGEMENT LLC | High Conviction | Significant Flow | $152,350,280 (2.1%) | 14,198,535 | -17.3% |
| SC US (TTGP), LTD. | Elite Conviction | Low Flow | $140,111,310 (1.9%) | 13,057,904 | -17.3% |
| NORTH OF SOUTH CAPITAL LLP | Elite Conviction | Minimal Flow | $116,397,119 (1.6%) | 10,847,821 | -15.4% |
| UBS Group AG | Moderate Conviction | Market Mover | $100,988,979 (1.4%) | 9,411,834 | 196.4% |
| EMPOWER HARVEST MANAGEMENT SERVICES, INC. | High Conviction | Minimal Flow | $96,250,922 (1.3%) | 8,970,263 | -17.3% |
| NORGES BANK | High Conviction | Market Mover | $92,523,062 (1.2%) | 8,622,839 | 21.4% |
| WELLINGTON MANAGEMENT GROUP LLP | High Conviction | Market Mover | $87,895,783 (1.2%) | 8,191,592 | NEW |
| ALPINE INVESTMENT MANAGEMENT LTD | High Conviction | Minimal Flow | $79,882,704 (1.1%) | 7,444,800 | 54.0% |
| SANDS CAPITAL MANAGEMENT, LP | High Conviction | Moderate Flow | $65,708,031 (0.9%) | 6,123,768 | -25.1% |
| BANCO INC | High Conviction | Moderate Flow | $61,940,245 (0.8%) | 5,772,623 | -24.4% |
| MONDRIAN INVESTMENT PARTNERS LTD | High Conviction | Low Flow | $59,536,994 (0.8%) | 5,548,648 | NEW |
| SB INVESTMENT ADVISERS (UK) LTD | Elite Conviction | Low Flow | $56,572,745 (0.8%) | 5,272,390 | -66.5% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $54,237,157 (0.7%) | 5,054,721 | -31.2% |
| CAPITAL INTERNATIONAL, INC./CA/ | High Conviction | Moderate Flow | $41,852,183 (0.6%) | 3,900,483 | -16.4% |
| SOFTBANK GROUP CORP | Elite Conviction | Moderate Flow | $41,680,503 (0.6%) | 3,884,483 | -27.1% |
| CARRHAE CAPITAL LLP | High Conviction | Low Flow | $40,853,842 (0.6%) | 3,807,441 | -41.1% |
| OAKTREE CAPITAL MANAGEMENT LP | High Conviction | Low Flow | $37,767,067 (0.5%) | 3,519,764 | -23.3% |
| JANE STREET GROUP, LLC | Moderate Conviction | Market Mover | $34,417,334 (0.5%) | 3,207,580 | -4.6% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | High Conviction | Significant Flow | $30,171,365 (0.4%) | 2,811,870 | -6.1% |
| NORDEA INVESTMENT MANAGEMENT SVERIGE AB | High Conviction | Significant Flow | $25,080,295 (0.3%) | 2,326,558 | 12.8% |
| RUSSELL INVESTMENTS GROUP, LTD. | Moderate Conviction | Market Mover | $24,901,511 (0.3%) | 2,320,735 | -15.1% |
| JANUS HENDERSON GROUP PLC | High Conviction | Market Mover | $23,805,329 (0.3%) | 2,221,204 | -32.4% |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | High Conviction | Minimal Flow | $22,859,739 (0.3%) | 2,130,451 | -56.7% |
| MARSHALL WACE, LLP | Moderate Conviction | Market Mover | $22,334,485 (0.3%) | 2,081,499 | NEW |
| Triata Capital Ltd | Elite Conviction | Minimal Flow | $21,510,635 (0.3%) | 2,004,719 | 64.3% |
| STATE STREET CORP | High Conviction | Market Mover | $20,046,473 (0.3%) | 1,868,264 | -17.9% |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | Elite Conviction | Minimal Flow | $19,397,361 (0.3%) | 1,807,769 | NEW |
| LEGAL & GENERAL GROUP PLC | High Conviction | Market Mover | $19,048,287 (0.3%) | 1,775,293 | - |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | High Conviction | Market Mover | $17,459,298 (0.2%) | 1,627,148 | -39.7% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $17,112,634 (0.2%) | 1,594,840 | -82.8% |
| WORKING CAPITAL ADVISORS (UK) LTD. | Elite Conviction | Minimal Flow | $16,989,346 (0.2%) | 1,583,350 | 85.7% |
| BNP PARIBAS FINANCIAL MARKETS | Moderate Conviction | Market Mover | $16,654,924 (0.2%) | 1,552,183 | -50.7% |
| OVERSEA-CHINESE BANKING CORP LTD | High Conviction | Moderate Flow | $16,520,317 (0.2%) | 1,541,153 | -20.9% |
| FRANKLIN RESOURCES INC | High Conviction | Market Mover | $14,470,016 (0.2%) | 1,348,557 | - |
| CITIGROUP INC | Moderate Conviction | Market Mover | $14,283,217 (0.2%) | 1,331,148 | -21.1% |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | Elite Conviction | Minimal Flow | $13,908,108 (0.2%) | 1,296,189 | -42.1% |
| HIGHLANDER PARTNERS, L.P. | High Conviction | Minimal Flow | $13,178,983 (0.2%) | 1,228,237 | -17.3% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | High Conviction | Moderate Flow | $12,527,275 (0.2%) | 1,167,500 | NEW |
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $11,201,897 (0.2%) | 1,043,979 | 20.0% |
| SHAW D E & CO INC | Moderate Conviction | Market Mover | $10,810,046 (0.1%) | 1,007,460 | -64.0% |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | High Conviction | Market Mover | $10,498,114 (0.1%) | 978,389 | -56.7% |
| HARBOURVEST PARTNERS LLC | Elite Conviction | Minimal Flow | $10,274,833 (0.1%) | 957,580 | -17.3% |
| PERPETUAL LTD | High Conviction | Moderate Flow | $9,163,205 (0.1%) | 853,980 | -35.9% |
| GF FUND MANAGEMENT CO. LTD. | High Conviction | Moderate Flow | $8,770,723 (0.1%) | 817,402 | -16.6% |
| Notable Capital Management, L.L.C. | High Conviction | Minimal Flow | $8,696,107 (0.1%) | 810,448 | NEW |
| BRIGHT VALLEY CAPITAL LTD | High Conviction | Minimal Flow | $8,110,549 (0.1%) | 755,876 | -75.7% |
| BARCLAYS PLC | High Conviction | Market Mover | $7,276,334 (0.1%) | 678,130 | -2.2% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $7,244,145 (0.1%) | 675,130 | -82.6% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | High Conviction | Significant Flow | $7,101,264 (0.1%) | 661,814 | -47.5% |
| LAZARD ASSET MANAGEMENT LLC | High Conviction | Significant Flow | $6,821,304 (0.1%) | 635,723 | -23.1% |
| LMR PARTNERS LLP | High Conviction | Significant Flow | $6,762,153 (0.1%) | 630,210 | NEW |
| PICTET ASSET MANAGEMENT HOLDING SA | High Conviction | Market Mover | $6,092,301 (0.1%) | 567,782 | -62.3% |
| LIONTRUST INVESTMENT PARTNERS LLP | High Conviction | Moderate Flow | $5,855,018 (0.1%) | 545,668 | -73.9% |
| GOODMAN & COMPANY, INVESTMENT COUNSEL LTD. | High Conviction | Significant Flow | $5,539,073 (0.1%) | 516,223 | NEW |
| STATE OF NEW JERSEY COMMON PENSION FUND D | High Conviction | Significant Flow | $5,351,684 (0.1%) | 498,759 | 20.1% |
| CITADEL ADVISORS LLC | Moderate Conviction | Market Mover | $5,318,249 (0.1%) | 495,643 | -17.8% |
| BLI - Banque de Luxembourg Investments | High Conviction | Low Flow | $5,266,074 (0.1%) | 482,000 | 53.6% |
| TB ALTERNATIVE ASSETS LTD. | High Conviction | Low Flow | $5,026,297 (0.1%) | 468,434 | -24.8% |
| SCHONFELD STRATEGIC ADVISORS LLC | High Conviction | Significant Flow | $5,003,365 (0.1%) | 466,297 | 207.9% |
| YIHENG CAPITAL, LLC | Elite Conviction | Minimal Flow | $4,411,564 (0.1%) | 411,143 | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Moderate Conviction | Market Mover | $3,508,452 (0.0%) | 326,976 | -60.3% |
| GEODE CAPITAL MANAGEMENT, LLC | High Conviction | Market Mover | $3,310,226 (0.0%) | 308,502 | - |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | High Conviction | Significant Flow | $3,281,706 (0.0%) | 305,844 | -17.3% |
| JULIUS BAER HOLDING LTD. | High Conviction | Low Flow | $3,258,218 (0.0%) | 303,655 | -60.8% |
| B. METZLER SEEL. SOHN & CO. KGAA | High Conviction | Significant Flow | $3,212,433 (0.0%) | 299,388 | 21.8% |
| FEDERATED HERMES, INC. | High Conviction | Significant Flow | $3,141,154 (0.0%) | 292,745 | -59.2% |
| ABS DIRECT EQUITY FUND LLC | High Conviction | Minimal Flow | $2,925,202 (0.0%) | 272,619 | -17.3% |
| QUBE RESEARCH & TECHNOLOGIES LTD | Moderate Conviction | Market Mover | $2,872,260 (0.0%) | 267,685 | -88.4% |
| CAPITAL INTERNATIONAL SARL | High Conviction | Moderate Flow | $2,860,060 (0.0%) | 266,548 | -16.6% |
| OAKTREE FUND ADVISORS, LLC | Elite Conviction | Minimal Flow | $2,243,632 (0.0%) | 209,099 | -21.6% |
| NEWPORT ASIA LLC | Elite Conviction | Minimal Flow | $2,209,049 (0.0%) | 205,876 | 29.1% |
| WESTPAC BANKING CORP | High Conviction | Low Flow | $2,202,236 (0.0%) | 205,241 | -58.6% |
| FAITHSHARES ADVISORS LLC | Moderate Conviction | Significant Flow | $2,186,066 (0.0%) | 203,734 | -32.1% |
| Limestone Investment Advisors LP | Moderate Conviction | Low Flow | $2,096,331 (0.0%) | 195,371 | -17.3% |
| CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. | High Conviction | Low Flow | $2,006,510 (0.0%) | 187,000 | -42.1% |
| AMIRAL GESTION | High Conviction | Minimal Flow | $1,985,050 (0.0%) | 185,000 | -76.7% |
| Jain Global LLC | High Conviction | Significant Flow | $1,956,852 (0.0%) | 182,372 | NEW |
| ALLIANCEBERNSTEIN L.P. | High Conviction | Market Mover | $1,937,677 (0.0%) | 180,585 | -20.5% |
| Union Bancaire Privee, UBP SA | High Conviction | Low Flow | $1,929,991 (0.0%) | 196,686 | 19.2% |
| SEI INVESTMENTS CO | High Conviction | Market Mover | $1,908,996 (0.0%) | 177,912 | -63.9% |
| STANDARD LIFE ABERDEEN PLC | High Conviction | Significant Flow | $1,854,724 (0.0%) | 172,854 | -17.7% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $1,729,257 (0.0%) | 161,161 | -22.7% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $1,604,000 (0.0%) | 149,427 | -49.9% |
| NORTHERN TRUST CORP | High Conviction | Market Mover | $1,553,993 (0.0%) | 144,827 | -16.0% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 210 | $7.43B | 746,484,395 | $9.95 |
| Q3 25 | 229 | $9.10B | 761,319,029 | $11.96 |
| Q2 25 | 229 | $7.35B | 679,371,231 | $10.82 |
| Q1 25 | 245 | $8.10B | 682,938,942 | $11.86 |
| Q4 24 | 196 | $7.08B | 697,631,730 | $10.15 |
| Q3 24 | 172 | $5.69B | 636,037,371 | $8.95 |
| Q2 24 | 176 | $4.99B | 642,330,151 | $7.76 |
| Q1 24 | 147 | $3.97B | 562,046,389 | $7.07 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.