ALKEON CAPITAL MANAGEMENT LLC
Position in YMM — Full Truck Alliance Co. Ltd.
CIK 1230239
New York, NY
Position in YMM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$76,316,104
+$2,458,264 QoQ
Shares Held
9,398,535
+5.6% QoQ
Ownership
0.899%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#21
of 245 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 84%
Shared 16%
None 0%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ALKEON CAPITAL MANAGEMENT LLC holds $1,161,680,692 across 7 Software - Application names. YMM ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
1,622,874 | $609,097,069 | |
| 2 | UBER |
Uber Technologies, Inc
|
4,336,005 | $312,886,119 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
1,764,916 | $109,513,036 | |
| 4 | YMM |
Full Truck Alliance Co. Ltd.
This page
|
9,398,535 | $76,316,104 | |
| 5 | NAVN |
Navan, Inc.
|
2,185,278 | $49,977,307 | |
| 6 | PCTY |
Paylocity Holding Corp
|
24,683 | $2,580,113 | |
| 7 | FROG |
JFrog Ltd
|
14,425 | $1,310,944 |
All Filings in YMM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,316,104 | 9,398,535 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $73,857,840 | 8,898,535 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $152,350,280 | 14,198,535 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $184,154,998 | 14,198,535 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $173,589,697 | 14,698,535 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $177,611,991 | 13,908,535 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $150,631,386 | 13,921,570 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $218,731,894 | 24,276,570 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $187,772,189 | 23,354,750 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $169,789,031 | 23,354,750 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $156,356,296 | 22,304,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $155,487,481 | 22,086,290 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $134,266,723 | 21,586,290 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $149,699,399 | 19,671,406 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $125,371,248 | 15,671,406 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $97,888,590 | 14,944,823 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $128,857,752 | 14,222,710 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $58,513,975 | 8,772,710 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,843,726 | 6,313,468 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $146,656,161 | 9,566,612 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $132,939,962 | 6,523,060 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||