Brilliance Asset Management’s Full Truck Alliance YMM Stock Holding History

Brilliance Asset 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	$54.1M	Buy	+6,522,380	New	+$62M	15.97%	3
2025 Q3	–	Sell	-2,847,336	Closed	-$33.6M	–	10
2025 Q2	$33.6M	Sell	2,847,336 -170,119	-6%	-$1.98M	21.89%	2
2025 Q1	$38.5M	Sell	3,017,455 -1,176,125	-28%	-$14.2M	12.74%	4
2024 Q4	$45.4M	Buy	4,193,580 +954,124	+29%	+$9.31M	10.22%	5
2024 Q3	$29.2M	Sell	3,239,456 -1,045,285	-24%	-$8.02M	7.47%	5
2024 Q2	$34.4M	Buy	4,284,741 +1,144,152	+36%	+$9.73M	8.65%	5
2024 Q1	$22.8M	Buy	+3,140,589	New	+$21M	5.04%	4

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Brilliance Asset Management's YMM Position: Q1 2026 in Review

Brilliance Asset Management opened a new position in Full Truck Alliance (YMM) in Q1 2026: 6,522,380 shares worth $54.1M. The stake represents 15.97% of the portfolio and ranks #3 among its holdings. This is a return to the name: Brilliance Asset Management previously reported a position in YMM as recently as Q2 2025.

Brilliance Asset Management first reported a position in YMM in Q1 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Brilliance Asset Management held 6,522,380 shares of Full Truck Alliance worth $54.1M as of Q1 2026.
Full Truck Alliance was a new Brilliance Asset Management position in Q1 2026.
Full Truck Alliance made up 15.97% of Brilliance Asset Management's portfolio in Q1 2026, its #3 holding.
Brilliance Asset Management first reported a position in Full Truck Alliance in Q1 2024 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

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