Baillie Gifford & Co
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Baillie Gifford & Co’s Full Truck Alliance YMM Stock Holding History

Baillie Gifford & Co’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 		– Sell
-1,158
Closed -$9.61K – 296
2026
Q1 		$9.61K Hold
1,158
– – ﹤0.01% 265
2025
Q4 		$12.4K Buy
+1,158
New +$13.9K ﹤0.01% 258
2025
Q3 		– Sell
-14,486,413
Closed -$171M – 283
2025
Q2 		$171M Sell
14,486,413
-242,724
-2% -$2.82M 0.13% 105
2025
Q1 		$188M Sell
14,729,137
-314,560
-2% -$3.79M 0.16% 96
2024
Q4 		$163M Sell
15,043,697
-374,030
-2% -$3.65M 0.13% 112
2024
Q3 		$139M Hold
15,417,727
– – 0.1% 111
2024
Q2 		$124M Sell
15,417,727
-42,029
-0.3% -$357K 0.1% 112
2024
Q1 		$112M Sell
15,459,756
-218,678
-1% -$1.46M 0.09% 118
2023
Q4 		$110M Sell
15,678,434
-56,172
-0.4% -$396K 0.09% 125
2023
Q3 		$111M Sell
15,734,606
-42,692
-0.3% -$294K 0.1% 119
2023
Q2 		$98.1M Sell
15,777,298
-44,461
-0.3% -$287K 0.08% 123
2023
Q1 		$120M Sell
15,821,759
-10,278
-0.1% -$81.4K 0.11% 114
2022
Q4 		$127M Sell
15,832,037
-38,718
-0.2% -$266K 0.13% 106
2022
Q3 		$104M Sell
15,870,755
-15,827
-0.1% -$122K 0.11% 115
2022
Q2 		$144M Sell
15,886,582
-6,501,828
-29% -$44.2M 0.15% 104
2022
Q1 		$149M Buy
22,388,410
+51,822
+0.2% +$419K 0.1% 118
2021
Q4 		$187M Sell
22,336,588
-118,919,939
-84% -$1.57B 0.1% 113
2021
Q3 		$342M Sell
141,256,527
-44,905
-0% -$661K 0.18% 95
2021
Q2 		$456M Buy
+141,301,432
New +$2.78B 0.22% 96

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

Baillie Gifford & Co's YMM Position: Q2 2026 in Review

Baillie Gifford & Co sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 1,158 shares — an estimated $9.61K sold.

Baillie Gifford & Co first reported a position in YMM in Q2 2021 and held it in 19 quarters. The position peaked at $456M in Q2 2021. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Baillie Gifford & Co reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
  • Baillie Gifford & Co sold 1,158 Full Truck Alliance shares in Q2 2026, an estimated $9.61K.
  • Baillie Gifford & Co first reported a position in Full Truck Alliance in Q2 2021 and held it in 19 quarters.
  • Baillie Gifford & Co's Full Truck Alliance position peaked at $456M in Q2 2021.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.