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YMM
Full Truck Alliance Co. Ltd. · Technology · Software - Application
13Détenteurs suivis
-2Δ détenteurs
153.19MActions détenues
$1.99BValeur déclarée
+0Nouvelles positions
−3Sorties
Données momentum (gérants comparables) :
étendue des détenteurs -13.3% ·
flux d'actions -15.7% ·
nouvelles positions nettes -20.0%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
Qui le détient · Q3 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 46.04M | — | $597.13M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 34.77M | -9.4% | $451.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 34.77M | -9.4% | $451.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 34.77M | -9.4% | $451.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 34.77M | -9.4% | $451.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 34.77M | -9.4% | $451.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 34.77M | -9.4% | $451.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 32.54M | +1.1% | $422.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passif) | 32.54M | +1.1% | $422.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passif) | 32.54M | +1.1% | $422.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | The Vanguard Group ✦ (passif) | 32.54M | +1.1% | $422.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 23.38M | — | $303.23M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 6.08M | — | $78.87M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 6.08M | — | $78.87M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 6.08M | — | $78.87M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Oaktree Capital Management ✦ | 3.80M | +106.1% | $49.26M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 40 | D. E. Shaw & Co. ✦ | 2.31M | +73.3% | $30.02M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 41 | State Street Global Advisors ✦ (passif) | 1.88M | -16.0% | $24.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | BlackRock ✦ (passif) | 719.90K | -94.3% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | BlackRock ✦ (passif) | 719.90K | -94.3% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (passif) | 719.90K | -94.3% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | BlackRock ✦ (passif) | 719.90K | -94.3% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | BlackRock ✦ (passif) | 719.90K | -94.3% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | BlackRock ✦ (passif) | 719.90K | -94.3% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | BlackRock ✦ (passif) | 719.90K | -94.3% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | BlackRock ✦ (passif) | 719.90K | -94.3% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | BlackRock ✦ (passif) | 719.90K | -94.3% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 697.66K | 0.0% | $9.05M | 0.0% | Held | 6 | SEC ↗ |
| 52 | Millennium Management ✦ | 382.97K | -61.5% | $4.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 327.99K | -56.1% | $4.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 327.99K | -56.1% | $4.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 55 | Geode Capital Management ✦ (passif) | 252.80K | +58.2% | $3.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Baillie Gifford | $171.08M | était 0.1% |
| Norges Bank | $134.62M | était 0.0% |
| Wellington Management | $5.59M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 250.00K actions, $2,075 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q3 2025 ·
Méthodologie ·
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