Brinker Capital Investments’s Full Truck Alliance YMM Stock Holding History

Brinker Capital Investments’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	$399K	Buy	49,197 +14,417	+41%	+$123K	﹤0.01%	1544
2026 Q1	$289K	Buy	34,780 +3,747	+12%	+$35.6K	﹤0.01%	1682
2025 Q4	$333K	Sell	31,033 -2,576	-8%	-$30.9K	﹤0.01%	1755
2025 Q3	$436K	Buy	33,609 +14,973	+80%	+$185K	﹤0.01%	1603
2025 Q2	$220K	Buy	18,636 +5,982	+47%	+$69.6K	﹤0.01%	1846
2025 Q1	$162K	Buy	+12,654	New	+$153K	﹤0.01%	1825

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

Brinker Capital Investments's YMM Position: Q2 2026 in Review

Brinker Capital Investments increased its Full Truck Alliance (YMM) stake by 41% in Q2 2026, buying an estimated $123K and bringing the position to 49,197 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Brinker Capital Investments first reported a position in YMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $436K in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Brinker Capital Investments held 49,197 shares of Full Truck Alliance worth $399K as of Q2 2026.
Brinker Capital Investments bought 14,417 Full Truck Alliance shares in Q2 2026, an estimated $123K.
Full Truck Alliance made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1544 holding.
Brinker Capital Investments first reported a position in Full Truck Alliance in Q1 2025 and has held it in 6 quarters since.
Brinker Capital Investments's Full Truck Alliance position peaked at $436K in Q3 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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