Ticker · CUSIP 35969L108

YMM

ADR

FULL TRUCK ALLIANCE CO LTD

Technology·Software - Application

···Share

Holders (tracked)

Combined shares

34,465,630

Combined value

$38.10B

Last close

$8.88

Quarter

2025Q4

Price is -99.2% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$8.88-1.09 (-10.90%)H $13.86 · L $7.99 · Avg Vol 8.1M

Tracked holders · last 8 quarters

Flat over the last 8 quarters.

SEC event timeline

21 events

Ken Griffin (Citadel Advisors) added2026-02-17
+111,856 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−1,307,470 shares · 2025Q4
Position
Howard Marks (Oaktree Capital) trimmed2026-02-17
−277,933 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−349,846 shares · 2025Q4
Position
Steve Cohen (Point72) exited2026-02-17
−20,400 shares · 2025Q4
Position
Wellington Management opened position2026-02-17
+8,191,592 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) trimmed2026-02-17
−542,234 shares · 2025Q4
Position
Hillhouse (HHLR Advisors) exited2026-02-17
−4,066,553 shares · 2025Q4
Position
Sands Capital Management trimmed2026-02-13
−643,087 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+8,622,839 shares · 2025Q4
Position
Baillie Gifford & Co opened position2026-01-23
+1,158 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) trimmed2025-11-14
−1,685,749 shares · 2025Q3
Position
Hillhouse (HHLR Advisors) opened position2025-11-14
+4,066,553 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+978,850 shares · 2025Q3
Position
Wellington Management exited2025-11-14
−473,155 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−612,542 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−11,399,070 shares · 2025Q3
Position
Howard Marks (Oaktree Capital) added2025-11-13
+1,955,360 shares · 2025Q3
Position
Sands Capital Management trimmed2025-11-13
−159,741 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+71,597 shares · 2024Q3
Position
Baillie Gifford & Co exited2025-10-31
−14,486,413 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for YMM →

Follow-the-investor returns

If you'd copied each holder of YMM…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Baillie Gifford & Co	2021Q2	$3.24	+174.4%	$10K
T. Rowe Price	2021Q2	$7.18	+23.7%	$6.2M
Ron Baron (Baron Capital / BAMCO)	2021Q4	$7.52	+18.1%	$51.3M
Ken Griffin (Citadel Advisors)	2021Q2	$10.81	-17.9%	$3.9M
Ken Griffin (Citadel Advisors)	2021Q2	$10.81	-17.9%	$3.9M
Ken Griffin (Citadel Advisors)	2021Q2	$10.81	-17.9%	$3.9M
Wellington Management	2021Q2	$10.94	-18.8%	$72.7M
Sands Capital Management	2024Q4	$11.60	-23.4%	$54.4M
Izzy Englander (Millennium Mgmt)	2021Q2	$11.91	-25.5%	$294K
D.E. Shaw & Co.	2021Q3	$12.20	-27.2%	$8.9M
Norges Bank (Norway SWF)	2021Q2	$3239.89	-99.7%	$76.6M
Howard Marks (Oaktree Capital)	2025Q2	$12407.26	-99.9%	$31.3M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+8,622,839
$92.5M
Wellington Management
+8,191,592
$87.9M
Baillie Gifford & Co
+1,158
$12K

Added to1

Ken Griffin (Citadel Advisors)
+111,856
$1.2M

Trimmed5

D.E. Shaw & Co.
−1,307,470
$14.0M
Sands Capital Management
−643,087
$6.9M
Ron Baron (Baron Capital / BAMCO)
−542,234
$5.8M
Izzy Englander (Millennium Mgmt)
−349,846
$3.8M
Howard Marks (Oaktree Capital)
−277,933
$3.0M

Exited2

Hillhouse (HHLR Advisors)
−4,066,553
$52.7M
Steve Cohen (Point72)
−20,400
$265K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	14	61,124,998	$33.71B	—
2022Q2	12	43,108,172	$73.48B	-2
2022Q3	13	41,318,695	$270.6M	+1
2022Q4	12	56,634,325	$453.1M	-1
2023Q1	13	43,056,084	$327.7M	+1
2023Q2	11	42,816,447	$266.3M	-2
2023Q3	12	45,026,279	$317.0M	+1
2023Q4	11	43,241,528	$303.1M	-1
2024Q1	11	38,878,463	$282.6M	—
2024Q2	13	44,268,036	$355.9M	+2
2024Q3	12	42,944,778	$386.9M	-1
2024Q4	13	45,933,778	$497.0M	+1
2025Q1	14	42,938,814	$548.3M	+1
2025Q2	13	47,089,798	$22.29B	-1
2025Q3	12	25,161,008	$49.53B	-1
2025Q4	12	34,465,630	$38.10B	—

Who owns YMM

12 super-investors · 2025Q4

Tracked stake

34.47M

Combined value

$38.10B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added3Trim5Held1

#	Manager	Shares	Value	% of book	Last action
1	Howard Marks Oaktree Capital	3.52M	$37.77B	0.5%	Trim−277.9K
2	Norges Bank Norway SWF	8.62M	$93M	0.0%	New+8.62M
3	Wellington Management	8.19M	$88M	0.0%	New+8.19M
4	Sands Capital Management	6.12M	$66M	0.2%	Trim−643.1K
5	Ron Baron Baron Capital / BAMCO	5.77M	$62M	0.2%	Trim−542.2K
6	D.E. Shaw & Co.	1.01M	$11M	0.0%	Trim−1.31M
7	T. Rowe Price	697.7K	$7M	0.0%	Held
8	Ken Griffin Citadel Advisors	439.8K	$5M	0.0%	Added+111.9K
9	Ken Griffin Citadel Advisors	38.9K	$417K	0.0%	Added+111.9K
10	Izzy Englander Millennium Mgmt	33.1K	$355K	0.0%	Trim−349.8K
11	Ken Griffin Citadel Advisors	16.9K	$181K	0.0%	Added+111.9K
12	Baillie Gifford & Co	1.2K	$12K	0.0%	New+1.2K

Recent moves

20 transactions

TRIMRon Baron (Baron Capital / BAMCO)
−542,234 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−349,846 · 2025Q4
TRIMHoward Marks (Oaktree Capital)
−277,933 · 2025Q4
NEWWellington Management
+8,191,592 · 2025Q4
SOLDHillhouse (HHLR Advisors)
−4,066,553 · 2025Q4
SOLDSteve Cohen (Point72)
−20,400 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+111,856 · 2025Q4
TRIMD.E. Shaw & Co.
−1,307,470 · 2025Q4
TRIMSands Capital Management
−643,087 · 2025Q4
NEWNorges Bank (Norway SWF)
+8,622,839 · 2025Q4
NEWBaillie Gifford & Co
+1,158 · 2025Q4
TRIMRon Baron (Baron Capital / BAMCO)
−1,685,749 · 2025Q3
SOLDWellington Management
−473,155 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−612,542 · 2025Q3
NEWHillhouse (HHLR Advisors)
+4,066,553 · 2025Q3
ADDD.E. Shaw & Co.
+978,850 · 2025Q3
TRIMSands Capital Management
−159,741 · 2025Q3
ADDHoward Marks (Oaktree Capital)
+1,955,360 · 2025Q3
SOLDNorges Bank (Norway SWF)
−11,399,070 · 2025Q3
ADDNorges Bank (Norway SWF)
+71,597 · 2024Q3

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