Guru Ownership Trend
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 $252.91 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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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)
Major holders include Chris Davis ($194.31 M), Frank Sands ($87.77 M), Howard Marks ($49.26 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 25.55 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $66.68 M, with 2 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited YMM. The total reported sell value was $2.07 M.
Yes, 0 managers opened new positions in YMM, and 2 increased their existing holdings. The total reported buy value was $68.76 M.