BVC
YMM icon

Bright Valley Capital’s Full Truck Alliance YMM Stock Holding History

Bright Valley 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 		– Sell
-51,100
Closed -$424K – 28
2026
Q1 		$424K Sell
51,100
-704,776
-93% -$6.7M 0.28% 12
2025
Q4 		$8.11M Sell
755,876
-1,816,124
-71% -$21.8M 3.01% 9
2025
Q3 		$33.4M Buy
+2,572,000
New +$31.9M 19.75% 1

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

Bright Valley Capital's YMM Position: Q2 2026 in Review

Bright Valley Capital sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 51,100 shares — an estimated $424K sold.

Bright Valley Capital first reported a position in YMM in Q3 2025 and held it in 3 quarters. The position peaked at $33.4M in Q3 2025. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Bright Valley Capital reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
  • Bright Valley Capital sold 51,100 Full Truck Alliance shares in Q2 2026, an estimated $424K.
  • Bright Valley Capital first reported a position in Full Truck Alliance in Q3 2025 and held it in 3 quarters.
  • Bright Valley Capital's Full Truck Alliance position peaked at $33.4M in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Bright Valley Capital's 13F filing for Q2 2026, filed 13 Aug 2026.