FULL TRUCK ALLIANCE CO LTD

Ticker: YMM CUSIP: 35969L108 Class: SPONSORED ADS

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (27)

SERENITY CAPITAL MANAGEMENT PTE. LTD.
Value ($000) $19,397 Shares 1,807,769
NOTABLE CAPITAL MANAGEMENT, L.L.C.
Value ($000) $8,696 Shares 810,448
Mondrian Investment Partners LTD
Value ($000) $59,537 Shares 5,548,648
Yiheng Capital Management, L.P.
Value ($000) $4,412 Shares 411,143
Trium Capital LLP
Value ($000) $916 Shares 85,402
HighVista Strategies LLC
Value ($000) $940 Shares 87,591
Capitolis Liquid Global Markets LLC
Value ($000) $12,527 Shares 1,167,500
MARSHALL WACE, LLP
Value ($000) $22,334 Shares 2,081,499
WELLINGTON MANAGEMENT GROUP LLP
Value ($000) $87,896 Shares 8,191,592
XTX Topco Ltd
Value ($000) $790 Shares 73,601
LMR Partners LLP
Value ($000) $6,762 Shares 630,210
TWO SIGMA SECURITIES, LLC
Value ($000) $198 Shares 18,466
May Hill Capital, LLC
Value ($000) $145 Shares 13,474
FOX RUN MANAGEMENT, L.L.C.
Value ($000) $152 Shares 14,194
Jain Global LLC
Value ($000) $1,957 Shares 182,372
Banque de Luxembourg S.A.
Value ($000) $44 Shares 4,138
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
Value ($000) $193 Shares 17,954
1832 Asset Management L.P.
Value ($000) $5,539 Shares 516,223
Smartleaf Asset Management LLC
Value ($000) $21 Shares 1,954
Rockefeller Capital Management L.P.
Value ($000) $39 Shares 3,663

Increased Positions (69)

OLP CAPITAL MANAGEMENT Ltd
Value ($000) $161,034 (+147.1%) Shares 15,007,851 (+198.7%)
Working Capital Advisors (UK) Ltd.
Value ($000) $16,989 (+85.7%) Shares 1,583,350 (+124.4%)
Alpine Investment Management Ltd
Value ($000) $79,883 (+54.0%) Shares 7,444,800 (+86.1%)
First Beijing Investment Ltd
Value ($000) $822,096 (-7.7%) Shares 76,616,568 (+11.6%)
Kontiki Capital Management (HK) Ltd.
Value ($000) $218,688 (+9.9%) Shares 20,380,969 (+32.8%)
Krane Funds Advisors LLC
Value ($000) $344,441 (-2.2%) Shares 32,100,736 (+14.0%)
Newport Asia LLC
Value ($000) $2,209 (+29.1%) Shares 205,876 (+56.0%)
Triata Capital Ltd
Value ($000) $21,511 (+64.3%) Shares 2,004,719 (+98.6%)
North of South Capital LLP
Value ($000) $116,397 (-15.4%) Shares 10,847,821 (+2.3%)
Carrhae Capital LLP
Value ($000) $40,854 (+17.8%) Shares 3,807,441 (+42.3%)
Tuttle Capital Management, LLC
Value ($000) $415 (+143.9%) Shares 38,711 (+194.8%)
Davis Selected Advisers
Value ($000) $188,178 (-3.2%) Shares 17,537,524 (+17.1%)
Mitsubishi UFJ Trust & Banking Corp
Value ($000) $189,123 (+36.9%) Shares 17,625,617 (+65.5%)
SCHRODER INVESTMENT MANAGEMENT GROUP
Value ($000) $513,527 (+18.8%) Shares 47,859,035 (+43.6%)
BLI - Banque de Luxembourg Investments
Value ($000) $5,266 (+53.6%) Shares 482,000 (+84.0%)
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
Value ($000) $1,451 (+74.8%) Shares 135,200 (+111.3%)
Harvest Fund Management Co., Ltd
Value ($000) $12 (+21.1%) Shares 986,505 (+23.4%)
FIL Ltd
Value ($000) $690,821 (-15.9%) Shares 64,382,173 (+1.6%)
UBS Group AG
Value ($000) $100,989 (+554.0%) Shares 9,411,834 (+690.5%)
Schonfeld Strategic Advisors LLC
Value ($000) $5,003 (+207.9%) Shares 466,297 (+272.1%)

Decreased Positions (73)

BRIGHT VALLEY CAPITAL Ltd
Value ($000) $8,111 (-75.7%) Shares 755,876 (-70.6%)
Pinpoint Asset Management (Singapore) Pte. Ltd.
Value ($000) $22,860 (-56.7%) Shares 2,130,451 (-47.6%)
Ward Ferry Management (BVI) Ltd
Value ($000) $157 (-34.2%) Shares 14,650,662 (-20.5%)
Cederberg Capital Ltd
Value ($000) $20 (-38.7%) Shares 1,828,900 (-25.9%)
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
Value ($000) $13,908 (-42.1%) Shares 1,296,189 (-30.0%)
AMIRAL GESTION
Value ($000) $1,985 (-66.4%) Shares 185,000 (-59.3%)
Oaktree Fund Advisors, LLC
Value ($000) $2,244 (-21.5%) Shares 209,099 (-5.2%)
SB INVESTMENT ADVISERS (UK) LTD
Value ($000) $56,573 (-56.9%) Shares 5,272,390 (-47.9%)
Ramirez Asset Management, Inc.
Value ($000) $6 (-99.8%) Shares 590 (-99.7%)
GAM Holding AG
Value ($000) $3,258 (-60.8%) Shares 303,655 (-52.6%)
Bayforest Capital Ltd
Value ($000) $60 (-90.4%) Shares 5,571 (-88.4%)
TB Alternative Assets Ltd.
Value ($000) $5,026 (-24.8%) Shares 468,434 (-9.1%)
OAKTREE CAPITAL MANAGEMENT LP
Value ($000) $37,767 (-23.3%) Shares 3,519,764 (-7.3%)
Headlands Technologies LLC
Value ($000) $258 (-86.7%) Shares 24,055 (-84.0%)
China Universal Asset Management Co., Ltd.
Value ($000) $2,007 (-42.1%) Shares 187,000 (-30.0%)
Liontrust Investment Partners LLP
Value ($000) $5,855 (-50.9%) Shares 545,668 (-40.6%)
SOFTBANK GROUP CORP.
Value ($000) $41,681 (-27.1%) Shares 3,884,483 (-11.8%)
Perpetual Ltd
Value ($000) $9,163 (-35.9%) Shares 853,980 (-22.5%)
OVERSEA-CHINESE BANKING Corp Ltd
Value ($000) $16,520 (-20.9%) Shares 1,541,153 (-4.3%)
SANDS CAPITAL MANAGEMENT, LLC
Value ($000) $65,708 (-25.1%) Shares 6,123,768 (-9.5%)

Exited Positions (46)

SHEN NEIL NANPENG
Value ($000) $79 Shares 7,174
OPTIMAS CAPITAL Ltd
Value ($000) $6,458 Shares 497,885
AI-Squared Management Ltd
Value ($000) $3,615 Shares 278,700
Parametrica Management Ltd
Value ($000) $2,384 Shares 183,840
Octahedron Capital Management L.P.
Value ($000) $5,862 Shares 452,000
BEACONLIGHT CAPITAL, LLC
Value ($000) $5,944 Shares 458,277
KEYSTONE INVESTORS PTE LTD
Value ($000) $20,223 Shares 1,559,186
HHLR ADVISORS, LTD.
Value ($000) $52,743 Shares 4,066,553
Myriad Asset Management US LP
Value ($000) $1,264 Shares 97,477
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
Value ($000) $13,412 Shares 1,034,085
Bayesian Capital Management, LP
Value ($000) $686 Shares 52,900
VOLORIDGE INVESTMENT MANAGEMENT, LLC
Value ($000) $27,731 Shares 2,138,092
Scientech Research LLC
Value ($000) $347 Shares 26,786
FengHe Fund Management Pte. Ltd.
Value ($000) $1,545 Shares 119,100
PRELUDE CAPITAL MANAGEMENT, LLC
Value ($000) $1,206 Shares 92,971
Y-Intercept (Hong Kong) Ltd
Value ($000) $3,222 Shares 248,436
WEXFORD CAPITAL LP
Value ($000) $532 Shares 40,996
Quantitative Investment Management, LLC
Value ($000) $1 Shares 99,525
NATIONAL BANK OF CANADA /FI/
Value ($000) $35,762 Shares 2,757,300
Mawer Investment Management Ltd.
Value ($000) $5,591 Shares 431,100