§ ROAD & RAIL
USD · Road & RailYMM
FULL TRUCK ALLIANCE -SPN ADR
USDSector · Road & RailBeta · 0.27
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
175 increased/new, 57 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.7 | P/B | 1.89 |
| EPS (TTM) | 0.20 | Dividend | 1.41% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| First Beijing Investment Ltd | 90.0M | 32.2% | +17% |
| FIL Ltd | 63.2M | 0.4% | −2% |
| Greenwoods Asset Management Hong Kong Ltd. | 41.0M | 8.8% | +43% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 34.8M | 0.2% | −27% |
| Davis Selected Advisers | 28.8M | 1.1% | +64% |
| Krane Funds Advisors LLC | 28.6M | 9.7% | −11% |
◇ AC INTELLIGENCE
Top institutional owners for YMM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER90.9% · 1 holder
OTHER5.5% · 135 holders
QUALITY / COMPOUNDER1.4% · 17 holders
DEALER / BANK1.1% · 25 holders
PASSIVE / INDEX0.8% · 7 holders
SYSTEMATIC / QUANT0.2% · 10 holders
ACTIVIST0.1% · 1 holder
TACTICAL / MACRO0.1% · 2 holders
INCOME / DEFENSIVE0.0% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for YMM in the last 180 days.