Kontiki Capital Management HK Ltd. Buys 5,032,179 Shares of Full Truck Alliance Co. Ltd. Sponsored ADR $YMM

Posted by Geri Gentry on Jun 7th, 2026

Kontiki Capital Management HK Ltd. lifted its stake in Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM – Free Report) by 32.8% during the 4th quarter, HoldingsChannel reports. The fund owned 20,380,969 shares of the company’s stock after buying an additional 5,032,179 shares during the period. Full Truck Alliance comprises approximately 12.7% of Kontiki Capital Management HK Ltd.’s portfolio, making the stock its 3rd biggest holding. Kontiki Capital Management HK Ltd.’s holdings in Full Truck Alliance were worth $218,688,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Capital International Sarl grew its stake in shares of Full Truck Alliance by 0.8% in the fourth quarter. Capital International Sarl now owns 266,548 shares of the company’s stock worth $2,860,000 after acquiring an additional 2,030 shares during the last quarter. Capital International Inc. CA grew its stake in shares of Full Truck Alliance by 1.1% in the fourth quarter. Capital International Inc. CA now owns 3,900,483 shares of the company’s stock worth $41,852,000 after acquiring an additional 40,641 shares during the last quarter. Capital International Investors grew its stake in shares of Full Truck Alliance by 13.9% in the fourth quarter. Capital International Investors now owns 16,533,004 shares of the company’s stock worth $177,399,000 after acquiring an additional 2,020,514 shares during the last quarter. Harvest Fund Management Co. Ltd grew its stake in shares of Full Truck Alliance by 23.4% in the fourth quarter. Harvest Fund Management Co. Ltd now owns 986,505 shares of the company’s stock worth $11,502,000 after acquiring an additional 187,102 shares during the last quarter. Finally, Norges Bank bought a new position in Full Truck Alliance in the fourth quarter worth $92,523,000. Institutional investors and hedge funds own 39.02% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Daiwa Securities Group cut Full Truck Alliance from a “buy” rating to a “neutral” rating and set a $9.00 target price for the company. in a research report on Friday, March 13th. Bank of America assumed coverage on Full Truck Alliance in a research report on Tuesday, May 5th. They issued a “buy” rating and a $11.30 target price for the company. Weiss Ratings raised Full Truck Alliance from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, May 21st. Morgan Stanley reaffirmed an “overweight” rating on shares of Full Truck Alliance in a research report on Thursday, March 12th. Finally, JPMorgan Chase & Co. raised Full Truck Alliance from an “underweight” rating to a “neutral” rating and set a $8.00 target price for the company in a research report on Wednesday, April 1st. Three research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $10.76.

Get Our Latest Research Report on Full Truck Alliance

Full Truck Alliance Price Performance

Shares of YMM stock opened at $8.58 on Friday. The stock has a market cap of $8.95 billion, a P/E ratio of 15.06, a price-to-earnings-growth ratio of 0.79 and a beta of 0.30. Full Truck Alliance Co. Ltd. Sponsored ADR has a one year low of $8.04 and a one year high of $14.07. The stock has a fifty day moving average price of $8.61 and a 200 day moving average price of $9.63.

Full Truck Alliance (NYSE:YMM – Get Free Report) last issued its earnings results on Saturday, February 14th. The company reported $0.01 EPS for the quarter. The firm had revenue of $456.32 million during the quarter. Full Truck Alliance had a return on equity of 10.52% and a net margin of 32.68%. Equities research analysts anticipate that Full Truck Alliance Co. Ltd. Sponsored ADR will post 0.66 EPS for the current year.

Full Truck Alliance Dividend Announcement

The business also recently disclosed a dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 8th were issued a dividend of $0.084 per share. The ex-dividend date of this dividend was Wednesday, April 8th. This represents a dividend yield of 201.0%. Full Truck Alliance’s dividend payout ratio (DPR) is presently 24.56%.

Full Truck Alliance Profile

(Free Report)

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.