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Bayforest Capital’s Full Truck Alliance YMM Stock Holding History

Bayforest Capital’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 		$36.1K Buy
4,442
+1,323
+42% +$11.3K 0.03% 699
2026
Q1 		$25.9K Sell
3,119
-2,452
-44% -$23.3K 0.03% 695
2025
Q4 		$59.8K Sell
5,571
-42,531
-88% -$510K 0.04% 561
2025
Q3 		$624K Sell
48,102
-34,870
-42% -$432K 0.3% 80
2025
Q2 		$980K Buy
82,972
+39,365
+90% +$458K 0.43% 39
2025
Q1 		$557K Buy
43,607
+14,908
+52% +$180K 0.24% 135
2024
Q4 		$311K Buy
+28,699
New +$280K 0.39% 38

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

Bayforest Capital's YMM Position: Q2 2026 in Review

Bayforest Capital increased its Full Truck Alliance (YMM) stake by 42% in Q2 2026, buying an estimated $11.3K and bringing the position to 4,442 shares worth $36.1K. The position accounts for 0.03% of the portfolio, ranked #699.

Bayforest Capital first reported a position in YMM in Q4 2024 and has held it in 7 quarters since. The position peaked at $980K in Q2 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Bayforest Capital held 4,442 shares of Full Truck Alliance worth $36.1K as of Q2 2026.
  • Bayforest Capital bought 1,323 Full Truck Alliance shares in Q2 2026, an estimated $11.3K.
  • Full Truck Alliance made up 0.03% of Bayforest Capital's portfolio in Q2 2026, its #699 holding.
  • Bayforest Capital first reported a position in Full Truck Alliance in Q4 2024 and has held it in 7 quarters since.
  • Bayforest Capital's Full Truck Alliance position peaked at $980K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.