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
- $11
- Tracked value
- $3.8B
- Filers
- 66
- Net bought
- +$138M
Quarter ended 31 December 2025. One filer from each family. The book calls it Application. CUSIP 35969L108.
Bought this quarter
- Schroder Investment Management GroupGeneralist+$188M$514M
- Norges BankGeneralist+$112M$92.5M
- UBS GroupGeneralist+$107M$101M
- Wellington Management GroupGeneralist+$106M$87.9M
- Mitsubishi Ufj Trust & BankingGeneralist+$90.5M$189M
Largest holders
- FilGeneralist$691M64,382,173
- InvescoPassive$625M58,272,671
- Schroder Investment Management GroupGeneralist$514M47,859,035
- FidelityGeneralist$233M21,744,763
- JPMorgan ChaseGeneralist$195M18,127,264
- Mitsubishi Ufj Trust & BankingGeneralist$189M17,625,617
- Morgan StanleyGeneralist$158M14,769,842
- Alkeon Capital ManagementGeneralist$152M14,198,535
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