Alkeon Capital Management LLC Sells 500,000 Shares of Full Truck Alliance Co. Ltd. Sponsored ADR $YMM

Alkeon Capital Management LLC lowered its position in Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) by 3.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,198,535 shares of the company’s stock after selling 500,000 shares during the period. Alkeon Capital Management LLC owned about 1.36% of Full Truck Alliance worth $184,155,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in YMM. First Beijing Investment Ltd grew its position in Full Truck Alliance by 73.8% in the 3rd quarter. First Beijing Investment Ltd now owns 68,645,580 shares of the company’s stock worth $890,333,000 after purchasing an additional 29,150,926 shares in the last quarter. Invesco Ltd. lifted its position in shares of Full Truck Alliance by 66.4% during the 3rd quarter. Invesco Ltd. now owns 54,223,349 shares of the company’s stock worth $703,277,000 after buying an additional 21,628,993 shares in the last quarter. Schroder Investment Management Group boosted its stake in shares of Full Truck Alliance by 2,789.6% in the 3rd quarter. Schroder Investment Management Group now owns 33,333,051 shares of the company’s stock worth $432,330,000 after buying an additional 32,179,501 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of Full Truck Alliance by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 32,543,487 shares of the company’s stock worth $422,089,000 after buying an additional 353,840 shares during the last quarter. Finally, Krane Funds Advisors LLC grew its holdings in shares of Full Truck Alliance by 26.4% in the third quarter. Krane Funds Advisors LLC now owns 28,165,473 shares of the company’s stock valued at $352,068,000 after acquiring an additional 5,880,548 shares in the last quarter. 39.02% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on YMM. Morgan Stanley reaffirmed an “overweight” rating on shares of Full Truck Alliance in a research report on Thursday. Jefferies Financial Group set a $13.00 price objective on Full Truck Alliance in a research note on Monday, November 17th. iA Financial set a $8.00 target price on Full Truck Alliance in a research report on Monday, January 12th. JPMorgan Chase & Co. cut Full Truck Alliance from a “neutral” rating to an “underweight” rating and lowered their target price for the stock from $11.00 to $8.00 in a research note on Monday, January 12th. Finally, Weiss Ratings downgraded shares of Full Truck Alliance from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 13th. Two investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Full Truck Alliance has a consensus rating of “Hold” and an average target price of $11.43.

Full Truck Alliance Price Performance

Shares of NYSE YMM opened at $8.80 on Friday. The stock has a market capitalization of $9.20 billion, a PE ratio of 14.66 and a beta of 0.23. Full Truck Alliance Co. Ltd. Sponsored ADR has a one year low of $8.68 and a one year high of $14.07. The business’s fifty day moving average price is $9.77 and its 200-day moving average price is $11.42.

Full Truck Alliance (NYSE:YMM) last announced its quarterly earnings data on Thursday, March 12th. The company reported $0.14 earnings per share for the quarter, hitting the consensus estimate of $0.14. Full Truck Alliance had a return on equity of 11.51% and a net margin of 35.22%.The company had revenue of $456.32 million during the quarter, compared to analyst estimates of $3.13 billion. As a group, equities analysts expect that Full Truck Alliance Co. Ltd. Sponsored ADR will post 0.46 EPS for the current fiscal year.

Trending Headlines about Full Truck Alliance

Here are the key news stories impacting Full Truck Alliance this week:

• Positive Sentiment: Company reported strong revenue for fiscal 2025 and described strategic initiatives to expand its digital freight platform — a sign of underlying top‑line traction. This China Logistics Platform Generated $1.8 Billion in Revenue Last Year
• Positive Sentiment: Profitability remains healthy: Q4 EPS matched consensus at $0.14 and the company reported a strong net margin (~31.9%) and double‑digit ROE, supporting the thesis that the business is cash‑generative. PR / MarketBeat Results
• Neutral Sentiment: Management hosted a detailed earnings call and slide presentation; transcripts and decks are available for investors who want forward guidance color and unit economics detail. Earnings Call Transcript
• Neutral Sentiment: The company updated Q1 2026 guidance (entry was incomplete in the release), leaving some uncertainty around near‑term outlook — investors will be watching any follow‑up clarification from management. Earnings Presentation
• Negative Sentiment: An investor reportedly exited a ~$6 million stake after the results, which can signal limited insider/holder conviction and add selling pressure. Investor Exit Report
• Negative Sentiment: Daiwa downgraded YMM from Buy to Neutral and set a $9 price target (roughly flat/slight upside to current levels), reducing the positive analyst momentum that could support the stock. Daiwa Downgrade / Finviz

Full Truck Alliance Profile

Full Truck Alliance (NYSE: YMM) operates a leading digital freight platform in China, connecting shippers with a vast network of independent truck drivers. The company’s core offering centers on load matching, enabling cargo owners to find suitable carriers quickly through a mobile and web-based interface. By streamlining the booking process, Full Truck Alliance helps reduce downtime and improves overall asset utilization for both shippers and drivers.

The platform features real-time route optimization, electronic waybills, digital payment solutions and in-app communication tools.