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All-Stars Investment’s Full Truck Alliance YMM Stock Holding History

All-Stars Investment’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 		$178M Sell
21,947,164
-148,000
-0.7% -$1.26M 89.45% 1
2026
Q1 		$183M Hold
22,095,164
– – 88.99% 1
2025
Q4 		$237M Hold
22,095,164
– – 88.62% 1
2025
Q3 		$287M Hold
22,095,164
– – 87.59% 1
2025
Q2 		$261M Sell
22,095,164
-591,449
-3% -$6.88M 87.58% 1
2025
Q1 		$290M Buy
22,686,613
+3
+0% +$36 89.32% 1
2024
Q4 		$245M Sell
22,686,610
-1,500,000
-6% -$14.6M 89.9% 1
2024
Q3 		$218M Sell
24,186,610
-7,133,052
-23% -$54.7M 89.29% 1
2024
Q2 		$252M Sell
31,319,662
-103,681
-0.3% -$882K 89.87% 1
2024
Q1 		$228M Hold
31,423,343
– – 91.11% 1
2023
Q4 		$220M Sell
31,423,343
-4,034,716
-11% -$28.5M 89.09% 1
2023
Q3 		$250M Buy
35,458,059
+1
+0% +$7 93.1% 1
2023
Q2 		$221M Sell
35,458,058
-8,673,039
-20% -$55.9M 94.54% 1
2023
Q1 		$336M Hold
44,131,097
– – 96.03% 1
2022
Q4 		$353M Hold
44,131,097
– – 98.1% 1
2022
Q3 		$289M Sell
44,131,097
-664,717
-1% -$5.13M 98.19% 1
2022
Q2 		$406M Sell
44,795,814
-4,297,649
-9% -$29.2M 97.78% 1
2022
Q1 		$327M Hold
49,093,463
– – 98.64% 1
2021
Q4 		$411M Buy
+49,093,463
New +$649M 95.89% 1

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

All-Stars Investment's YMM Position: Q2 2026 in Review

All-Stars Investment reduced its Full Truck Alliance (YMM) stake by 0.67% in Q2 2026, selling an estimated $1.26M and leaving 21,947,164 shares worth $178M. The position accounts for 89.45% of the portfolio, ranked #1.

All-Stars Investment first reported a position in YMM in Q4 2021 and has held it in 19 quarters since. The position peaked at $411M in Q4 2021. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • All-Stars Investment held 21,947,164 shares of Full Truck Alliance worth $178M as of Q2 2026.
  • All-Stars Investment sold 148,000 Full Truck Alliance shares in Q2 2026, an estimated $1.26M.
  • Full Truck Alliance made up 89.45% of All-Stars Investment's portfolio in Q2 2026, its #1 holding.
  • All-Stars Investment first reported a position in Full Truck Alliance in Q4 2021 and has held it in 19 quarters since.
  • All-Stars Investment's Full Truck Alliance position peaked at $411M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on All-Stars Investment's 13F filing for Q2 2026, filed 6 Aug 2026.