证券记录 · 已归档季度
YMM
Full Truck Alliance Co. Ltd. · Technology · Software - Application
13被追踪持有人
-3Δ持有人
117.68M持有股份
$1.39B报告持仓市值
+1新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -18.8% ·
股份流向 +0.4% ·
净新建仓位 -20.0%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 38.37M | — | $453.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 38.37M | — | $453.14M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 38.37M | — | $453.14M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 38.37M | — | $453.14M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 38.37M | — | $453.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 38.37M | — | $453.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (被动) | 32.19M | — | $380.16M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | The Vanguard Group ✦ (被动) | 32.19M | — | $380.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | The Vanguard Group ✦ (被动) | 32.19M | — | $380.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | The Vanguard Group ✦ (被动) | 32.19M | — | $380.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 14.49M | -1.6% | $171.08M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 12.75M | — | $150.53M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Norges Bank ✦ (被动) | 11.40M | +42.4% | $134.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (被动) | 2.24M | -10.5% | $26.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Oaktree Capital Management ✦ | 1.84M | 新增 | $21.76M | 0.6% | New | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 1.34M | +1855.4% | $15.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Millennium Management ✦ | 995.51K | -68.3% | $11.76M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 746.57K | -67.8% | $8.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 697.66K | 0.0% | $8.24M | 0.0% | Held | 5 | SEC ↗ |
| 30 | Wellington Management ✦ | 473.15K | -11.2% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wellington Management ✦ | 473.15K | -11.2% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wellington Management ✦ | 473.15K | -11.2% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wellington Management ✦ | 473.15K | -11.2% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wellington Management ✦ | 473.15K | -11.2% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Geode Capital Management ✦ (被动) | 159.77K | +11.6% | $1.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Oaktree Capital Management | $21.76M | 0.6% |
已清仓
| Point72 Asset Management | $13.22M | 曾为 0.0% |
| Two Sigma Investments | $6.83M | 曾为 0.0% |
| Marshall Wace | $1.06M | 曾为 0.0% |
| Arrowstreet Capital | $885,919 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1 持有人, 250.00K 股份, $2,075 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据