Which hedge funds own YMM? FULL TRUCK ALLIANCE CO LTD, Q2 2026 13F holders
41 tracked hedge funds disclosed a position in YMM (FULL TRUCK ALLIANCE CO LTD) in their Q2 2026 13F filings, worth $2.1bn in total. The largest holder by portfolio weight is All-Stars Investment Ltd at 89.5% of its book. 7 opened a new position this quarter: Dymon Asia Capital (Singapore) Pte. Ltd., Trium Capital LLP, Jupiter Asset Management Ltd, Fox Run Management, L.L.C.. 18 exited: Triata Capital Ltd, Aspex Management (HK) Ltd, BRIGHT VALLEY CAPITAL Ltd.
- 41
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 18
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $32.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $250m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.1bn
- Combined value Sum of the holders' reported positions in the security.
- 3.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Triata Capital Ltd | 3.5% | $19.2m |
| Aspex Management (HK) Ltd | 2.6% | $181m |
| BRIGHT VALLEY CAPITAL Ltd | 0.4% | $424k |
| Long Corridor Asset Management Ltd | 0.3% | $1.2m |
| Polymer Capital Management (HK) LTD | 0.2% | $1.2m |
| Scientech Research LLC | 0.1% | $136k |
| Persistent Asset Partners Ltd | 0.10% | $256k |
| Y-Intercept (Hong Kong) Ltd | 0.05% | $2.9m |
| Jain Global LLC | 0.04% | $2.8m |
| Millennium Management LLC | 0.03% | $38.8m |
| SummitTX Capital, L.P. | 0.02% | $515k |
| Landscape Capital Management, L.L.C. | 0.01% | $228k |
| Caxton Associates LLP | 0.01% | $523k |
| ExodusPoint Capital Management, LP | 0.0% | $199k |
| Verition Fund Management LLC | 0.0% | $135k |
| Squarepoint Ops LLC | 0.0% | $551k |
| Brevan Howard Capital Management LP | 0.0% | $93.5k |
| Baillie Gifford | 0.0% | $9.6k |
Ownership over time
Who discovered YMM first? Beta
| WFM ASIA (BVI) Ltd high conviction | Q3 2023 | +3.1 pts |
| Indus Capital Partners, LLC high conviction | Q4 2023 | +2.4 pts |
| Greenwoods Asset Management Hong Kong Ltd. high conviction | Q4 2024 | +0.9 pts |
| Hhlr Advisors, Ltd. | Q1 2022 | +0.3 pts |
| HCEP Management Ltd high conviction | Q4 2021 | −1.3 pts |
| Long Corridor Asset Management Ltd high conviction | Q2 2022 | −1.4 pts |
| Prime Capital Management Co Ltd high conviction | Q4 2021 | −2.6 pts |
| Anatole Investment Management Ltd | Q2 2021 | −2.9 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.