Alkeon Capital Management
YMM icon

Alkeon Capital Management’s Full Truck Alliance YMM Stock Holding History

Alkeon Capital Management’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 		$76.3M Buy
9,398,535
+500,000
+6% +$4.25M 0.1% 81
2026
Q1 		$73.9M Sell
8,898,535
-5,300,000
-37% -$50.4M 0.12% 73
2025
Q4 		$152M Hold
14,198,535
– – 0.24% 63
2025
Q3 		$184M Sell
14,198,535
-500,000
-3% -$6.19M 0.27% 53
2025
Q2 		$174M Buy
14,698,535
+790,000
+6% +$9.19M 0.29% 50
2025
Q1 		$178M Sell
13,908,535
-13,035
-0.1% -$157K 0.37% 46
2024
Q4 		$151M Sell
13,921,570
-10,355,000
-43% -$101M 0.31% 46
2024
Q3 		$219M Buy
24,276,570
+921,820
+4% +$7.07M 0.37% 43
2024
Q2 		$188M Hold
23,354,750
– – 0.31% 45
2024
Q1 		$170M Buy
23,354,750
+1,050,000
+5% +$7.01M 0.29% 49
2023
Q4 		$156M Buy
22,304,750
+218,460
+1% +$1.54M 0.35% 46
2023
Q3 		$155M Buy
22,086,290
+500,000
+2% +$3.45M 0.28% 47
2023
Q2 		$134M Buy
21,586,290
+1,914,884
+10% +$12.4M 0.23% 57
2023
Q1 		$150M Buy
19,671,406
+4,000,000
+26% +$31.7M 0.33% 54
2022
Q4 		$125M Buy
15,671,406
+726,583
+5% +$4.98M 0.48% 59
2022
Q3 		$97.9M Buy
14,944,823
+722,113
+5% +$5.57M 0.32% 73
2022
Q2 		$129M Buy
14,222,710
+5,450,000
+62% +$37.1M 0.35% 64
2022
Q1 		$58.5M Buy
8,772,710
+2,459,242
+39% +$19.9M 0.12% 111
2021
Q4 		$52.8M Sell
6,313,468
-3,253,144
-34% -$43M 0.1% 107
2021
Q3 		$147M Buy
9,566,612
+3,043,552
+47% +$44.8M 0.25% 84
2021
Q2 		$133M Buy
+6,523,060
New +$128M 0.2% 91

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Alkeon Capital Management's YMM Position: Q2 2026 in Review

Alkeon Capital Management increased its Full Truck Alliance (YMM) stake by 5.6% in Q2 2026, buying an estimated $4.25M and bringing the position to 9,398,535 shares worth $76.3M. The position accounts for 0.1% of the portfolio, ranked #81.

Alkeon Capital Management first reported a position in YMM in Q2 2021 and has held it in 21 quarters since. The position peaked at $219M in Q3 2024. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Alkeon Capital Management held 9,398,535 shares of Full Truck Alliance worth $76.3M as of Q2 2026.
  • Alkeon Capital Management bought 500,000 Full Truck Alliance shares in Q2 2026, an estimated $4.25M.
  • Full Truck Alliance made up 0.1% of Alkeon Capital Management's portfolio in Q2 2026, its #81 holding.
  • Alkeon Capital Management first reported a position in Full Truck Alliance in Q2 2021 and has held it in 21 quarters since.
  • Alkeon Capital Management's Full Truck Alliance position peaked at $219M in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.