Guru Ownership Over Time
Guru Analysis for Full Truck Alliance Co. Ltd. (YMM)
Full Truck Alliance Co. Ltd. (YMM), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $285.35 M.
Top institutional holders include Chris Davis and Frank Sands.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $66.68 M net inflow during the quarter.
Recent activity highlights Howard Marks who increased their stake by 106.1%. Conversely, Frank Sands reduced exposure by 2.3%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.01% | Add 28.8% | 14,981,773 | $194.31 M | Q3 2025 | |
| 0.24% | Reduce -2.3% | 6,766,855 | $87.77 M | Q3 2025 | |
| 0.76% | Add 106.1% | 3,797,697 | $49.26 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Full Truck Alliance Co. Ltd. (YMM)
Top Guru holders include Chris Davis ($194.31 M), Frank Sands ($87.77 M), Howard Marks ($49.26 M). Collectively, tracked Gurus hold 25.55 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $66.68 M, with 2 Gurus buying and 1 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of YMM completely. Total sell value was $2.07 M.
Yes, 0 Gurus opened new positions in YMM, and 2 added to their existing holdings. Total buy value was $68.76 M.