Alpine Investment Management’s Full Truck Alliance YMM Stock Holding History

Alpine Investment 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	$140M	Buy	17,210,388 +6,160,388	+56%	+$52.4M	33.99%	1
2026 Q1	$91.7M	Buy	11,050,000 +3,605,200	+48%	+$34.3M	22.88%	1
2025 Q4	$79.9M	Buy	7,444,800 +3,444,800	+86%	+$41.3M	20.78%	2
2025 Q3	$51.9M	Sell	4,000,000 -598,038	-13%	-$7.41M	17.56%	2
2025 Q2	$54.3M	Buy	+4,598,038	New	+$53.5M	16.38%	3
2024 Q4	–	Sell	-4,561,762	Closed	-$41.1M	–	17
2024 Q3	$41.1M	Buy	4,561,762 +3,719,506	+442%	+$28.5M	11.06%	4
2024 Q2	$6.77M	Sell	842,256 -2,345,239	-74%	-$19.9M	0.9%	12
2024 Q1	$23.2M	Buy	+3,187,495	New	+$21.3M	2.67%	5
2023 Q1	–	Sell	-200,000	Closed	-$1.6M	–	19
2022 Q4	$1.6M	Buy	+200,000	New	+$1.37M	0.32%	9

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

Alpine Investment Management's YMM Position: Q2 2026 in Review

Alpine Investment Management increased its Full Truck Alliance (YMM) stake by 56% in Q2 2026, buying an estimated $52.4M and bringing the position to 17,210,388 shares worth $140M. The position accounts for 33.99% of the portfolio, ranked #1.

Alpine Investment Management first reported a position in YMM in Q4 2022 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Alpine Investment Management held 17,210,388 shares of Full Truck Alliance worth $140M as of Q2 2026.
Alpine Investment Management bought 6,160,388 Full Truck Alliance shares in Q2 2026, an estimated $52.4M.
Full Truck Alliance made up 33.99% of Alpine Investment Management's portfolio in Q2 2026, its #1 holding.
Alpine Investment Management first reported a position in Full Truck Alliance in Q4 2022 and has held it in 9 quarters since.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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