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

Bayesian 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 Q2	$169K	Buy	+20,813	New	+$177K	0.11%	207
2025 Q4	–	Sell	-52,900	Closed	-$686K	–	562
2025 Q3	$686K	Buy	+52,900	New	+$655K	0.14%	219
2025 Q2	–	Sell	-48,700	Closed	-$622K	–	916
2025 Q1	$622K	Buy	+48,700	New	+$587K	0.1%	259
2023 Q3	–	Sell	-18,600	Closed	-$116K	–	1056
2023 Q2	$116K	Buy	+18,600	New	+$120K	0.01%	683
2023 Q1	–	Sell	-32,200	Closed	-$258K	–	1134
2022 Q4	$258K	Buy	+32,200	New	+$221K	0.04%	533
2022 Q1	–	Sell	-13,700	Closed	-$115K	–	949
2021 Q4	$115K	Buy	+13,700	New	+$181K	0.04%	339
2021 Q3	–	Sell	-12,600	Closed	-$257K	–	577
2021 Q2	$257K	Buy	+12,600	New	+$248K	0.07%	319

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

Bayesian Capital Management's YMM Position: Q2 2026 in Review

Bayesian Capital Management opened a new position in Full Truck Alliance (YMM) in Q2 2026: 20,813 shares worth $169K. The stake represents 0.11% of the portfolio and ranks #207 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in YMM as recently as Q3 2025.

Bayesian Capital Management first reported a position in YMM in Q2 2021 and has held it in 7 quarters since. The position peaked at $686K in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Bayesian Capital Management held 20,813 shares of Full Truck Alliance worth $169K as of Q2 2026.
Full Truck Alliance was a new Bayesian Capital Management position in Q2 2026.
Full Truck Alliance made up 0.11% of Bayesian Capital Management's portfolio in Q2 2026, its #207 holding.
Bayesian Capital Management first reported a position in Full Truck Alliance in Q2 2021 and has held it in 7 quarters since.
Bayesian Capital Management's Full Truck Alliance position peaked at $686K in Q3 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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