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

Barometer 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 Q1	–	Sell	-13,200	Closed	-$493K	–	182
2025 Q4	$493K	Sell	13,200 -4,817	-27%	-$57.8K	0.12%	102
2025 Q3	$232K	Hold	18,017	–	–	0.05%	141
2025 Q2	$213K	Hold	18,017	–	–	0.06%	146
2025 Q1	$228K	Sell	18,017 -23,400	-56%	-$282K	0.08%	106
2024 Q4	$333K	Hold	41,417	–	–	0.13%	82
2024 Q3	$373K	Hold	41,417	–	–	0.11%	81
2024 Q2	$333K	Sell	41,417 -4,600	-10%	-$39.1K	0.13%	80
2024 Q1	$396K	Buy	46,017 +28,617	+164%	+$191K	0.1%	107
2023 Q4	$122K	Buy	+17,400	New	+$123K	0.03%	127

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Barometer Capital Management's YMM Position: Q1 2026 in Review

Barometer Capital Management sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 13,200 shares — an estimated $493K sold.

Barometer Capital Management first reported a position in YMM in Q4 2023 and held it in 9 quarters. The position peaked at $493K in Q4 2025. 203 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Barometer Capital Management reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
Barometer Capital Management sold 13,200 Full Truck Alliance shares in Q1 2026, an estimated $493K.
Barometer Capital Management first reported a position in Full Truck Alliance in Q4 2023 and held it in 9 quarters.
Barometer Capital Management's Full Truck Alliance position peaked at $493K in Q4 2025.
203 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.