02 · Application
YMM
Full Truck Alliance Co. Ltd.
—
Session change on the industry table. Not a multi-day return.
- Market cap
- $8.5B
- Revenue
- $1.9B
- Cap / sales
- 4.5×
- Volume
- 5,063,844
Who owns it
- Quarter close
- $7
- Tracked value
- $852M
- Filers
- 38
- Net bought
- +$197M
Quarter ended 31 March 2022. One filer from each family. The book calls it Application. CUSIP 35969L108.
Bought this quarter
- Sc US (ttgp)Generalist+$160M$215M
- BamcoGeneralist+$47.8M$81.7M
- Jennison AssociatesGeneralist+$45.3M$44.9M
- Alkeon Capital ManagementGeneralist+$20.6M$58.5M
- Legal & GeneralPassive+$15.4M$19.0M
Largest holders
- Sc US (ttgp)Generalist$215M32,209,496
- Baillie Gifford & COGeneralist$149M22,388,410
- BamcoGeneralist$81.7M12,249,736
- Alkeon Capital ManagementGeneralist$58.5M8,772,710
- Tiger Global ManagementCrossover$52.5M7,876,707
- Goldman SachsGeneralist$51.6M7,731,074
- Jennison AssociatesGeneralist$44.9M6,737,592
- FilGeneralist$36.1M5,407,119
Quarter history
From June 2016 where this CUSIP was on a tracked filing. A newer CIK, or a name that changed CUSIP, is a shorter record.
- Q2 202686 filers · $8$3.1B+$130M
- Q1 202665 filers · $8$2.7B−$223M
- Q4 202566 filers · $11$3.8B+$138M
- Q3 202564 filers · $13$4.4B−$61.7M
- Q2 202569 filers · $12$4.1B+$207M
- Q1 202568 filers · $13$4.2B+$203M
- Q4 202454 filers · $11$3.3B+$554M
- Q3 202451 filers · $9$2.2B+$38.2M
- Q2 202453 filers · $8$1.9B+$482M
- Q1 202450 filers · $7$1.3B+$12.1M
- Q4 202347 filers · $7$1.2B+$154M
- Q3 202344 filers · $7$1.0B−$15.5M
- Q2 202338 filers · $6$939M−$890K
- Q1 202339 filers · $8$1.2B−$93.3M
- Q4 202243 filers · $8$1.3B+$303M
- Q3 202240 filers · $7$764M+$6.2M
- Q2 202240 filers · $9$1.0B−$79.0M
- Q1 202238 filers · $7$852M+$197M
- Q4 202137 filers · $8$873M+$821M
- Q3 202120 filers · $15$756M−$430M
- Q2 202126 filers · $20$1.4B+$981M