ABS Direct Equity Fund’s Full Truck Alliance YMM Stock Holding History

ABS Direct Equity Fund’s Portfolio YMM Stock Details YMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Buy	+202,072	New	+$1.72M	1.03%	25
2026 Q1	–	Sell	-272,619	Closed	-$2.93M	–	116
2025 Q4	$2.93M	Hold	272,619	–	–	3.48%	12
2025 Q3	$3.54M	Sell	272,619 -223,861	-45%	-$2.77M	5.06%	7
2025 Q2	$5.86M	Buy	496,480 +395,480	+392%	+$4.6M	9.32%	2
2025 Q1	$1.29M	Sell	101,000 -272,700	-73%	-$3.29M	1.73%	20
2024 Q4	$4.04M	Sell	373,700 -113,700	-23%	-$1.11M	4.69%	5
2024 Q3	$4.39M	Buy	487,400 +130,900	+37%	+$1M	4.89%	4
2024 Q2	$2.87M	Sell	356,500 -47,500	-12%	-$404K	3.22%	9
2024 Q1	$2.94M	Buy	404,000 +139,800	+53%	+$933K	2.88%	12
2023 Q4	$1.85M	Buy	+264,200	New	+$1.86M	1.74%	23

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

ABS Direct Equity Fund's YMM Position: Q2 2026 in Review

ABS Direct Equity Fund opened a new position in Full Truck Alliance (YMM) in Q2 2026: 202,072 shares worth $1.64M. The stake represents 1.03% of the portfolio and ranks #25 among its holdings. This is a return to the name: ABS Direct Equity Fund previously reported a position in YMM as recently as Q4 2025.

ABS Direct Equity Fund first reported a position in YMM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.86M in Q2 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

ABS Direct Equity Fund held 202,072 shares of Full Truck Alliance worth $1.64M as of Q2 2026.
Full Truck Alliance was a new ABS Direct Equity Fund position in Q2 2026.
Full Truck Alliance made up 1.03% of ABS Direct Equity Fund's portfolio in Q2 2026, its #25 holding.
ABS Direct Equity Fund first reported a position in Full Truck Alliance in Q4 2023 and has held it in 10 quarters since.
ABS Direct Equity Fund's Full Truck Alliance position peaked at $5.86M in Q2 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on ABS Direct Equity Fund's 13F filing for Q2 2026, filed 13 Aug 2026.