YMM
Full Truck Alliance Co. Ltd. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +6.7% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 14.73M | -2.1% | $188.09M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 2 | Norges Bank ✦ (pasivo) | 8.01M | -14.8% | $102.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Millennium Management ✦ | 3.14M | +429.1% | $40.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 2.50M | -8.8% | $31.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 2.32M | +15.6% | $29.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 2.32M | +15.6% | $29.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 1.04M | Nuevo | $13.22M | 0.0% | New | 1 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 697.66K | 0.0% | $8.91M | 0.0% | Held | 4 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 534.60K | +76.4% | $6.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 532.86K | Nuevo | $6.80M | 0.0% | New | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 532.86K | Nuevo | $6.80M | 0.0% | New | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 532.86K | Nuevo | $6.80M | 0.0% | New | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 532.86K | Nuevo | $6.80M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 532.86K | Nuevo | $6.80M | 0.0% | New | 1 | SEC ↗ |
| 15 | Geode Capital Management ✦ (pasivo) | 143.18K | +4.0% | $1.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Marshall Wace ✦ | 83.16K | Nuevo | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 69.38K | Nuevo | $885,919 | 0.0% | New | 1 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 68.33K | -91.8% | $872,561 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $13.22M | 0.0% |
| Wellington Management | $6.80M | 0.0% |
| Wellington Management | $6.80M | 0.0% |
| Wellington Management | $6.80M | 0.0% |
| Wellington Management | $6.80M | 0.0% |
| Wellington Management | $6.80M | 0.0% |
| Marshall Wace | $1.06M | 0.0% |
| Arrowstreet Capital | $885,919 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 250.00K acciones, $2,075 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.