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 Q2	$82.2M	Buy	10,127,735 +3,605,355	+55%	+$30.7M	24.23%	2
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 $2.44B 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

Brilliance Asset Management's YMM Position: Q2 2026 in Review

Brilliance Asset Management increased its Full Truck Alliance (YMM) stake by 55% in Q2 2026, buying an estimated $30.7M and bringing the position to 10,127,735 shares worth $82.2M. The position accounts for 24.23% of the portfolio, ranked #2.

Brilliance Asset Management first reported a position in YMM in Q1 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Brilliance Asset Management held 10,127,735 shares of Full Truck Alliance worth $82.2M as of Q2 2026.
Brilliance Asset Management bought 3,605,355 Full Truck Alliance shares in Q2 2026, an estimated $30.7M.
Full Truck Alliance made up 24.23% of Brilliance Asset Management's portfolio in Q2 2026, its #2 holding.
Brilliance Asset Management first reported a position in Full Truck Alliance in Q1 2024 and has held it in 8 quarters since.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Brilliance Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.