Запись по ценной бумаге · архивный квартал
YMM
Full Truck Alliance Co. Ltd. · Technology · Software - Application
79Отслеживаемые держатели
-3Δ держателей
338.17MАкций в держании
$2.80BОтчётная стоимость
+6Новые позиции
−10Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.7% ·
поток акций -5.8% ·
новые чистые позиции -5.1%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | n/a |
| Q3 2025 | 13 | -2 | 153.19M | $1.99B | n/a | −3 |
| Q2 2025 | 13 | -3 | 117.68M | $1.39B | +1 | −4 |
| Q1 2025 | 13 | +4 | 33.86M | $432.41M | +4 | n/a |
| Q4 2024 | 9 | 0 | 31.75M | $343.53M | n/a | n/a |
| Q3 2024 | 8 | -1 | 32.28M | $290.86M | n/a | −1 |
| Q2 2024 | 9 | n/a | 32.35M | $260.11M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | FIL Ltd | 63.21M | -1.8% | $524.66M | 0.4% | ▼ Trim | 2 | SEC ↗ ×8 |
| 2 | Invesco Ltd. | 60.06M | +3.1% | $498.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 3 | Schroder Investment Management Group | 34.77M | n/a | $288.55M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 4 | Vanguard Capital Management Llc | 23.89M | n/a | $198.29M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 22.07M | +21.8% | $178.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 6 | Mitsubishi UFJ Trust & Banking Corp | 19.31M | +9.6% | $160.28M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 11.24M | +1015.7% | $93.29M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 9.51M | -35.6% | $78.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 9 | Alkeon Capital Management Llc | 8.90M | -37.3% | $73.86M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Marshall Wace ✦ | 7.96M | +282.6% | $66.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 7.64M | -18.8% | $63.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 7.58M | +49.9% | $62.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Qube Research & Technologies Ltd | 7.47M | +2691.8% | $62.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Citigroup Inc | 5.70M | +328.5% | $47.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Millennium Management ✦ | 4.68M | +14029.1% | $38.84M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 16 | Bamco Inc /Ny/ | 4.18M | -27.5% | $34.73M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 3.06M | +97.4% | $25.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Hrt Financial Lp | 2.79M | +196.4% | $23.16M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 2.52M | +57.8% | $20.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | Robeco Institutional Asset… | 2.47M | -12.0% | $20.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wellington Management ✦ | 2.31M | -71.8% | $19.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 22 | Susquehanna International Group, Llp | 2.01M | +2592.4% | $16.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Capital World Investors ✦ | 1.97M | Новый | $16.36M | 0.0% | New | 1 | SEC ↗ |
| 24 | Hsbc Holdings Plc | 1.98M | -18.8% | $16.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Legal & General Group Plc | 1.82M | +2.7% | $15.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | State Street Global Advisors ✦ (пассивный) | 1.53M | -17.9% | $12.73M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 27 | Renaissance Technologies ✦ | 1.40M | Новый | $11.59M | 0.0% | New | 1 | SEC ↗ |
| 28 | Janus Henderson Group Plc | 1.39M | -37.3% | $11.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Franklin Resources Inc | 1.22M | -9.6% | $10.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Citadel Advisors ✦ | 1.03M | +133.9% | $8.54M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 31 | BlackRock ✦ (пассивный) | 998.12K | -4.4% | $8.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×10 |
| 32 | Nordea Investment Management Ab | 972.19K | -58.2% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | BNP Paribas Asset Management… | 908.85K | -70.7% | $7.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Charles Schwab Investment… | 885.31K | -9.5% | $7.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 810.69K | +20.1% | $6.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | LMR Partners LLP | 804.41K | +27.6% | $6.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | T. Rowe Price ✦ | 697.66K | 0.0% | $5.79M | 0.0% | Held | 8 | SEC ↗ |
| 38 | Lazard Asset Management Llc | 652.99K | +2.7% | $5.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | 1832 Asset Management L.P. | 608.15K | +17.8% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Barclays Plc | 581.56K | -14.2% | $4.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | California Public Employees… | 579.83K | -12.4% | $4.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Pictet Asset Management Holding SA | 560.01K | -1.4% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Tidal Investments LLC | 496.74K | +454.1% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 406.04K | Новый | $3.37M | 0.0% | New | 1 | SEC ↗ ×2 |
| 45 | Peak6 Llc | 360.89K | +5049.7% | $3.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Geode Capital Management ✦ (пассивный) | 344.86K | +11.8% | $2.86M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 328.40K | -85.8% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 48 | Envestnet Asset Management Inc | 292.43K | +81.5% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 177.28K | +18.6% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 50 | Aberdeen Group plc | 175.77K | +1.7% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Northern Trust Corp | 148.89K | +2.8% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Sei Investments Co | 141.43K | -20.5% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 82.53K | +0.8% | $684,994 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 54 | Deutsche Bank Ag\ | 67.01K | -0.4% | $556,175 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Squarepoint Ops LLC | 66.40K | -45.6% | $551,112 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | LPL Financial LLC | 52.87K | +214.9% | $438,829 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Group One Trading Llc | 46.64K | +28.3% | $387,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Truist Financial Corp | 46.37K | +29.9% | $384,830 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | IMC-Chicago, LLC | 38.64K | Новый | $320,679 | 0.0% | New | 1 | SEC ↗ |
| 60 | Mirae Asset Global Investments Co.… | 31.09K | +0.2% | $258,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mariner, LLC | 28.85K | -23.6% | $239,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Jane Street Group, Llc | 17.03K | -99.2% | $141,324 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Simplex Trading, Llc | 11.32K | -71.5% | $93,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Mackenzie Financial Corp | 11.24K | Новый | $93,325 | 0.0% | New | 1 | SEC ↗ |
| 65 | Stifel Financial Corp | 11.02K | -3.5% | $91,434 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Daiwa Securities Group Inc. | 10.00K | 0.0% | $83,000 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 4.76K | -100.0% | $39,541 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 3.37K | -63.6% | $27,996 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Rockefeller Capital Management L.P. | 2.82K | -23.0% | $23,423 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Rhumbline Advisers | 2.56K | 0.0% | $21,231 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Us Bancorp \De\ | 2.50K | 0.0% | $20,750 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Nomura Asset Management Co Ltd | 2.30K | -95.6% | $19,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Osaic Holdings, Inc. | 1.51K | -5.7% | $12,566 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Jones Financial Companies Lllp | 1.52K | Новый | $12,283 | 0.0% | New | 1 | SEC ↗ |
| 75 | Baillie Gifford ✦ | 1.16K | 0.0% | $9,611 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Assetmark, Inc | 949 | +54.8% | $7,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Pacer Advisors, Inc. | 876 | -54.1% | $7,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Northwestern Mutual Wealth… | 558 | 0.0% | $4,631 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 146 | +64.0% | $1,214 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Capital World Investors | $16.36M | 0.0% |
| Renaissance Technologies | $11.59M | 0.0% |
| National Bank Of Canada /Fi/ | $3.37M | 0.0% |
| IMC-Chicago, LLC | $320,679 | 0.0% |
| Mackenzie Financial Corp | $93,325 | 0.0% |
| Jones Financial Companies Lllp | $12,283 | 0.0% |
Закрыто
| Capital International… | $177.40M | составлял 0.0% |
| Norges Bank | $92.52M | составлял 0.0% |
| Oaktree Capital Management | $37.77M | составлял 0.8% |
| Manufacturers Life Insurance… | $17.46M | составлял 0.0% |
| Federated Hermes, Inc. | $3.14M | составлял 0.0% |
| Alliancebernstein L.P. | $1.94M | составлял 0.0% |
| Allianz Asset Management GmbH | $903,455 | составлял 0.0% |
| Wcm Investment Management, Llc | $290,312 | составлял 0.0% |
| Parnassus Investments, Llc | $247,605 | составлял 0.0% |
| Optiver Holding B.V. | $21 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 200 держатели, 696.81M акции, $5.40B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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