YMM
Full Truck Alliance Co. Ltd. · Technology · Software - Application
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -9.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | +19 | 362.57M | $2.94B | +29 | −9 |
| Q1 2026 | 79 | -3 | 338.17M | $2.80B | +6 | −10 |
| Q4 2025 | 82 | +3 | 342.09M | $3.67B | +4 | — |
| Q3 2025 | 13 | -2 | 153.19M | $1.99B | — | −3 |
| Q2 2025 | 13 | -3 | 117.68M | $1.39B | +1 | −4 |
| Q1 2025 | 13 | +4 | 33.86M | $432.41M | +4 | — |
| Q4 2024 | 9 | 0 | 31.75M | $343.53M | — | — |
| Q3 2024 | 8 | -1 | 32.28M | $290.86M | — | −1 |
| Q2 2024 | 9 | — | 32.35M | $260.11M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 15.04M | -2.4% | $162.77M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Norges Bank ✦ (passive) | 9.39M | +11.0% | $101.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 2.75M | — | $29.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 2.00M | -52.2% | $21.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 2.00M | -52.2% | $21.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 831.02K | +10.9% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 831.02K | +10.9% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 697.66K | -33.3% | $7.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 593.59K | -70.2% | $6.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 303.00K | 0.0% | $3.28M | 0.0% | Held | 3 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 137.63K | +16.2% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 250.00K shares, $2,075 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.