BAMCO Inc
YMM icon

BAMCO Inc’s Full Truck Alliance YMM Stock Holding History

BAMCO Inc’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 		$36M Buy
4,429,188
+244,830
+6% +$2.08M 0.05% 163
2026
Q1 		$34.7M Sell
4,184,358
-1,588,265
-28% -$15.1M 0.1% 151
2025
Q4 		$61.9M Sell
5,772,623
-542,234
-9% -$6.5M 0.17% 107
2025
Q3 		$81.9M Sell
6,314,857
-1,685,749
-21% -$20.9M 0.22% 88
2025
Q2 		$94.5M Sell
8,000,606
-1,215,100
-13% -$14.1M 0.26% 79
2025
Q1 		$118M Sell
9,215,706
-862,610
-9% -$10.4M 0.35% 56
2024
Q4 		$109M Sell
10,078,316
-327,583
-3% -$3.2M 0.28% 69
2024
Q3 		$93.8M Buy
10,405,899
+125,853
+1% +$965K 0.25% 82
2024
Q2 		$82.7M Sell
10,280,046
-539,142
-5% -$4.58M 0.24% 86
2024
Q1 		$78.7M Buy
10,819,188
+238,622
+2% +$1.59M 0.21% 96
2023
Q4 		$74.2M Sell
10,580,566
-320,967
-3% -$2.26M 0.2% 99
2023
Q3 		$76.7M Sell
10,901,533
-18,640
-0.2% -$129K 0.22% 79
2023
Q2 		$67.9M Buy
10,920,173
+646,447
+6% +$4.17M 0.19% 94
2023
Q1 		$78.2M Sell
10,273,726
-1,606,237
-14% -$12.7M 0.23% 82
2022
Q4 		$95M Buy
11,879,963
+130,698
+1% +$897K 0.32% 59
2022
Q3 		$77M Sell
11,749,265
-543,317
-4% -$4.19M 0.25% 76
2022
Q2 		$111M Buy
12,292,582
+42,846
+0.3% +$291K 0.36% 56
2022
Q1 		$81.7M Buy
12,249,736
+5,705,841
+87% +$46.2M 0.2% 90
2021
Q4 		$54.8M Buy
+6,543,895
New +$86.5M 0.12% 155

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

BAMCO Inc's YMM Position: Q2 2026 in Review

BAMCO Inc increased its Full Truck Alliance (YMM) stake by 5.9% in Q2 2026, buying an estimated $2.08M and bringing the position to 4,429,188 shares worth $36M. The position accounts for 0.05% of the portfolio, ranked #163.

BAMCO Inc first reported a position in YMM in Q4 2021 and has held it in 19 quarters since. The position peaked at $118M in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • BAMCO Inc held 4,429,188 shares of Full Truck Alliance worth $36M as of Q2 2026.
  • BAMCO Inc bought 244,830 Full Truck Alliance shares in Q2 2026, an estimated $2.08M.
  • Full Truck Alliance made up 0.05% of BAMCO Inc's portfolio in Q2 2026, its #163 holding.
  • BAMCO Inc first reported a position in Full Truck Alliance in Q4 2021 and has held it in 19 quarters since.
  • BAMCO Inc's Full Truck Alliance position peaked at $118M in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.