Sec Form 13G Filing - SB INVESTMENT ADVISERS (UK) LTD filing for Full Truck Alliance Co. Ltd. (YMM) - 2024-11-12

Insider filing report for Changes in Beneficial Ownership

  • Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
  • Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
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UNITED STATES

Securities and Exchange Commission

Washington, D.C. 20549

 

Schedule 13G

 

(Rule 13d-102)

 

Information to be Included in Statements Filed Pursuant

to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed

Pursuant to § 240.13d-2

 

UNDER THE SECURITIES EXCHANGE ACT OF 1934

 

(Amendment No. 3)*

 

Full Truck Alliance Co. Ltd.

(Name of Issuer)

 

Class A Ordinary Shares

(Title of Class of Securities)

 

35969L108

(CUSIP Number)

 

September 30, 2024

(Date of Event Which Requires Filing of this Statement)

 

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

 

☐ Rule 13d-1(b)

☐ Rule 13d-1(c)

☒ Rule 13d-1(d)

 

* The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

 

The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

 

 

 

 
 

 

CUSIP No. 35969L108 Schedule 13G Page 1 of 10

 

1 Names of Reporting Persons

SB Investment Advisers (UK) Limited
2

Check the Appropriate Box if a Member of a Group

(a) ☐
(b) ☐

3

SEC Use Only

 

4 Citizenship or Place of Organization

England and Wales

Number of Shares

Beneficially Owned

by Each Reporting

Person With

5

Sole Voting Power

0

6

Shared Voting Power

103,307,820

7

Sole Dispositive Power

0

8

Shared Dispositive Power

 

103,307,820

9 Aggregate Amount Beneficially Owned by Each Reporting Person

103,307,820
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares

Not Applicable
11 Percent of Class Represented by Amount in Row 9

0.5%
12 Type of Reporting Person

CO

 

 
 

 

CUSIP No. 35969L108 Schedule 13G Page 2 of 10

 

1 Names of Reporting Persons

SoftBank Vision Fund L.P.
2

Check the Appropriate Box if a Member of a Group

(a) ☐
(b) ☐

3

SEC Use Only

 

4 Citizenship or Place of Organization

Jersey

Number of Shares

Beneficially Owned

by Each Reporting

Person With

5

Sole Voting Power

0

6

Shared Voting Power

103,307,820

7

Sole Dispositive Power

0

8

Shared Dispositive Power

 

103,307,820

9 Aggregate Amount Beneficially Owned by Each Reporting Person

103,307,820
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares

Not Applicable
11 Percent of Class Represented by Amount in Row 9

0.5%
12 Type of Reporting Person

PN

 

 
 

 

CUSIP No. 35969L108 Schedule 13G Page 3 of 10

 

1 Names of Reporting Persons

SVF Holdings (UK) LLP
2

Check the Appropriate Box if a Member of a Group

(a) ☐
(b) ☐

3

SEC Use Only

 

4 Citizenship or Place of Organization

England and Wales

Number of Shares Beneficially Owned

by Each Reporting Person With

5

Sole Voting Power

0

6

Shared Voting Power

103,307,820

7

Sole Dispositive Power

0

8

Shared Dispositive Power

 

103,307,820

9 Aggregate Amount Beneficially Owned by Each Reporting Person

103,307,820
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares

Not Applicable
11 Percent of Class Represented by Amount in Row 9

0.5%
12 Type of Reporting Person

PN

 

 
 

 

CUSIP No. 35969L108 Schedule 13G Page 4 of 10

 

1 Names of Reporting Persons

SVF Holdings (Singapore) Pte. Ltd.
2

Check the Appropriate Box if a Member of a Group

(a) ☐
(b) ☐

3

SEC Use Only

 

4 Citizenship or Place of Organization

Singapore

Number of Shares Beneficially Owned

by Each Reporting Person With

5

Sole Voting Power

0

6

Shared Voting Power

103,307,820

7

Sole Dispositive Power

0

8

Shared Dispositive Power

 

103,307,820

9 Aggregate Amount Beneficially Owned by Each Reporting Person

103,307,820
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares

Not Applicable
11 Percent of Class Represented by Amount in Row 9

0.5%
12 Type of Reporting Person

CO

 

 
 

 

CUSIP No. 35969L108 Schedule 13G Page 5 of 10

 

1 Names of Reporting Persons

SVF Truck (Singapore) Pte. Ltd.
2

Check the Appropriate Box if a Member of a Group

(a) ☐
(b) ☐

3

SEC Use Only

 

4 Citizenship or Place of Organization

Singapore

Number of Shares Beneficially Owned

by Each Reporting Person With

5

Sole Voting Power

0

6

Shared Voting Power

103,307,820

7

Sole Dispositive Power

0

8

Shared Dispositive Power

 

103,307,820

9 Aggregate Amount Beneficially Owned by Each Reporting Person

103,307,820
10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares

Not Applicable
11 Percent of Class Represented by Amount in Row 9

0.5%
12 Type of Reporting Person

CO

 

 
 

 

CUSIP No. 35969L108 Schedule 13G Page 6 of 10

 

ITEM 1. (a) Name of Issuer:
     
    Full Truck Alliance Co. Ltd. (the “Issuer”).
     
  (b) Address of Issuer’s Principal Executive Offices:
     
    6 Keji Road, Huaxi District, Guiyang, Guizhou 550025, People’s Republic of China and Wanbo Science and Technology Park, 20 Fengxin Road, Yuhuatai District, Nanjing, Jiangsu 210012, People’s Republic of China.

 

ITEM 2. (a) Name of Person Filing:
     
    Each of the following is hereinafter individually referred to as a “Reporting Person” and collectively as the “Reporting Persons.” This statement is filed on behalf of:

 

    SB Investment Advisers (UK) Limited (“SBIA UK”)
    SoftBank Vision Fund L.P.
    SVF Holdings (UK) LLP
    SVF Holdings (Singapore) Pte. Ltd.
    SVF Truck (Singapore) Pte. Ltd.

 

  (b) Address or Principal Business Office:
     
    The address for each of SBIA UK and SVF Holdings (UK) LLP is 69 Grosvenor Street, London W1K 3JP, United Kingdom. The address for SoftBank Vision Fund L.P. is Aztec Group House, IFC 6, The Esplanade, St Helier, Jersey JE4 0QH. The address for each of SVF Holdings (Singapore) Pte. Ltd. and SVF Truck (Singapore) Pte. Ltd. is 138 Market Street #27-01A, Capitagreen, Singapore 048926.

 

  (c) Citizenship of each Reporting Person is:
     
    SBIA UK and SVF Holdings (UK) LLP are organized under the laws of England and Wales. SoftBank Vision Fund L.P. is organized under the laws of Jersey. Each of SVF Holdings (Singapore) Pte. Ltd. and SVF Truck (Singapore) Pte. Ltd. is organized under the laws of Singapore.
     
  (d) Title of Class of Securities:
     
    Class A Ordinary Shares, par value $0.00001 per share (“Class A Ordinary Shares”).
     
  (e) CUSIP Number:
     
    There is no CUSIP number assigned to the Class A Ordinary Shares. CUSIP number 35969L108 has been assigned to the American Depositary Shares of the Issuer (“ADSs”). Each ADS represents 20 Class A Ordinary Shares.

 

 
 

 

CUSIP No. 35969L108 Schedule 13G Page 7 of 10

 

ITEM 3.  
   
  Not applicable.
   
ITEM 4. Ownership.
   
  (a-c)
   
  The ownership information presented below represents beneficial ownership of Class A Ordinary Shares of the Issuer as of September 30, 2024, based upon 18,941,505,257 Class A Ordinary Shares outstanding as of December 31, 2023, as disclosed in the Issuer’s Annual Report on Form 20-F filed with the Securities and Exchange Commission on April 15, 2024.

 

Reporting Person 

Amount

beneficially

owned

  

Percent

of class:

   Sole power to vote or to direct the vote:   Shared power to vote or to direct the vote:  

Sole power to dispose or to direct the disposition

of:

  

Shared

power to

dispose or

to direct

the

disposition

of:

 
SB Investment Advisers (UK) Limited   103,307,820    0.5%   0    103,307,820    0    103,307,820 
SoftBank Vision Fund L.P.   103,307,820    0.5%   0    103,307,820    0    103,307,820 
SVF Holdings (UK) LLP   103,307,820    0.5%   0    103,307,820    0    103,307,820 
SVF Holdings (Singapore) Pte. Ltd.   103,307,820    0.5%   0    103,307,820    0    103,307,820 
SVF Truck (Singapore) Pte. Ltd.   103,307,820    0.5%   0    103,307,820    0    103,307,820 

 

SVF Truck (Singapore) Pte. Ltd. is the record holder of 103,307,820 Class A Ordinary Shares represented by 5,165,391 ADSs. SoftBank Vision Fund L.P. is the managing member of SVF Holdings (UK) LLP, which is the sole owner of SVF Holdings (Singapore) Pte. Ltd., which is the sole owner of SVF Truck (Singapore) Pte. Ltd.

 

SBIA UK has been appointed as alternative investment fund manager (“AIFM”) of SoftBank Vision Fund L.P. SBIA UK is authorized and regulated by the UK Financial Conduct Authority and is exclusively responsible for making all decisions related to the acquisition, structuring, financing and disposal of SoftBank Vision Fund L.P.’s investments. As a result of these relationships, each of the Reporting Persons may be deemed to share beneficial ownership of the securities reported herein.

 

 

 

 

CUSIP No. 35969L108 Schedule 13G Page 8 of 10

 

ITEM 5. Ownership of Five Percent or Less of a Class.

   

If this statement is being filed to report the fact that as of the date hereof the Reporting Persons have ceased to be the beneficial owners of more than five percent of the class of securities, check the following: ☒

   

ITEM 6. Ownership of More than Five Percent on Behalf of Another Person.

   

Not applicable.

   

ITEM 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company.

   

Not applicable.

   

ITEM 8. Identification and Classification of Members of the Group.

   

Not applicable.

   

ITEM 9. Notice of Dissolution of Group.

   

Not applicable.

   

ITEM 10. Certification.

   

Not applicable.

 

 
 

 

CUSIP No. 35969L108 Schedule 13G Page 9 of 10

 

SIGNATURE

 

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

 

Date: November 12, 2024

 

  SB Investment Advisers (UK) Limited
     
  By: /s/ Amanda Sanchez-Barry
  Name: Amanda Sanchez-Barry
  Title: General Counsel
     
  SoftBank Vision Fund L.P.
   
  By: SB Investment Advisers (UK) Limited, its Manager
     
  By: /s/ Amanda Sanchez-Barry
  Name: Amanda Sanchez-Barry
  Title: General Counsel
     
  SVF Holdings (UK) LLP
   
  By: SoftBank Vision Fund L.P., its Managing Member
  By: SB Investment Advisers (UK) Limited, its Manager
     
  By: /s/ Amanda Sanchez-Barry
  Name: Amanda Sanchez-Barry
  Title: General Counsel
     
  SVF Holdings (Singapore) Pte. Ltd.
     
  By: /s/ Martin O’Regan
  Name: Martin O’Regan
  Title: Director
     
  SVF Truck (Singapore) Pte. Ltd.
     
  By: /s/ Martin O’Regan
  Name: Martin O’Regan
  Title: Director

 

 
 

 

CUSIP No. 35969L108 Schedule 13G Page 10 of 10

 

LIST OF EXHIBITS

 

Exhibit No.   Description
99   Joint Filing Agreement (previously filed).