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
- $13
- Tracked value
- $4.4B
- Filers
- 64
- Net bought
- −$61.7M
Quarter ended 30 September 2025. One filer from each family. The book calls it Application. CUSIP 35969L108.
Bought this quarter
- Schroder Investment Management GroupGeneralist+$380M$432M
- InvescoPassive+$255M$703M
- FilGeneralist+$109M$822M
- Mitsubishi Ufj Trust & BankingGeneralist+$54.5M$138M
- HSBCGeneralist+$23.2M$30.3M
Largest holders
- FilGeneralist$822M63,341,380
- InvescoPassive$703M54,223,349
- FidelityGeneralist$451M34,773,664
- Schroder Investment Management GroupGeneralist$432M33,333,051
- Morgan StanleyGeneralist$303M23,379,551
- JPMorgan ChaseGeneralist$299M23,019,709
- Alkeon Capital ManagementGeneralist$184M14,198,535
- Sc US (ttgp)Generalist$169M13,057,904
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