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NYSE · Technology

FULL TRUCK ALLIANCE CO LTD YMM

Full Truck Alliance Co. Ltd., together with its subsidiaries, operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People’s Republic of China and Hong Kong. The company offers freight matching services, such as freight listing and brokerage services; and transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, software solutions, electronic toll collection, intelligent driving related services, and energy services.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • The company offers freight matching services, such as freight listing and brokerage services.
  • It also provides technology development and other services. Full Truck Alliance Co. Ltd. was founded in 2011 and is based in Guiyang, China.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 14.94 FCF 9.44% Buyback 0.03%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Greenwoods / Jinglin George Jiang 8.8% $339.9M 2026-03-31
Davis Advisors Chris Davis 1.1% $238.7M 2026-03-31
Alkeon Capital Management 0.1% $73.9M 2026-03-31
Sands Capital Management Frank Sands 0.2% $41.3M 2026-03-31
Baron Capital Ron Baron 0.1% $34.7M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 3 13F filing periods
Net reducers 4 Last 3 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $243.1M Estimated from net added shares
Reduction amount $145.3M Estimated from net reduced shares
Net share change / base shares +22.1% +15,875,856 / 71,898,526
Oaktree Capital Management Howard Marks 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 106.1% 13F value change +$27.5M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -7.3% 13F value change -$11.5M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$37.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,842,337 Last 3 periods -1,842,337 (-100.0%) Total shares 0 Value $0
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -21.1% 13F value change -$12.6M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -8.6% 13F value change -$20.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -27.5% 13F value change -$27.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 8,000,606 Last 3 periods -3,816,248 (-47.7%) Total shares 4,184,358 Value $34.7M
Alkeon Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -3.4% 13F value change +$10.6M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -37.3% 13F value change -$78.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 14,698,535 Last 3 periods -5,800,000 (-39.5%) Total shares 8,898,535 Value $73.9M
Greenwoods / Jinglin George Jiang 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -0.7% 13F value change +$30.9M
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-08
Major increase Shares 43.2% 13F value change +$33.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 28,794,527 Last 3 periods +12,162,992 (+42.2%) Total shares 40,957,519 Value $339.9M
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -2.3% 13F value change +$6.0M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -9.5% 13F value change -$22.1M
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -18.8% 13F value change -$24.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 6,926,596 Last 3 periods -1,955,817 (-28.2%) Total shares 4,970,779 Value $41.3M
Davis Advisors Chris Davis 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major increase Shares 28.8% 13F value change +$56.9M
13F 2025-12-31 Filed 2026-02-02
Major increase Shares 17.1% 13F value change -$6.1M
13F 2026-03-31 Filed 2026-05-07
Major increase Shares 64.0% 13F value change +$50.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 11,635,925 Last 3 periods +17,127,266 (+147.2%) Total shares 28,763,191 Value $238.7M
HHLR Advisors / Hillhouse Lei Zhang 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$52.7M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$52.7M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-03-31 Filed 2025-05-07
New Shares - 13F value change +$188.1M
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -1.6% 13F value change -$17.0M
13F 2025-09-30 Filed 2025-10-31
Sold out Shares -100.0% 13F value change -$171.1M
Settlement As of 13F 2025-09-30 · Filed 2025-10-31
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.