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
- $12
- Tracked value
- $4.1B
- Filers
- 69
- Net bought
- +$207M
Quarter ended 30 June 2025. One filer from each family. The book calls it Application. CUSIP 35969L108.
Bought this quarter
- Norges BankGeneralist+$146M$135M
- Driehaus Capital ManagementGeneralist+$75.9M$70.2M
- FidelityGeneralist+$62.0M$453M
- Mitsubishi Ufj Trust & BankingGeneralist+$47.6M$71.3M
- BlackRockPassive+$40.1M$151M
Largest holders
- FilGeneralist$639M54,076,485
- FidelityGeneralist$453M38,368,900
- InvescoPassive$385M32,594,356
- JPMorgan ChaseGeneralist$359M30,356,775
- Morgan StanleyGeneralist$327M27,700,960
- Alkeon Capital ManagementGeneralist$174M14,698,535
- Baillie Gifford & COGeneralist$171M14,486,413
- Sc US (ttgp)Generalist$154M13,057,904
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