CCIA
YMM icon

Campbell & Co Investment Adviser’s Full Truck Alliance YMM Stock Holding History

Campbell & Co Investment Adviser’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 		$273K Sell
33,616
-14,216
-30% -$121K 0.01% 922
2026
Q1 		$397K Buy
47,832
+17,021
+55% +$162K 0.02% 804
2025
Q4 		$331K Sell
30,811
-10,153
-25% -$122K 0.02% 953
2025
Q3 		$531K Sell
40,964
-23,024
-36% -$285K 0.04% 707
2025
Q2 		$756K Buy
+63,988
New +$745K 0.05% 625

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

Campbell & Co Investment Adviser's YMM Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its Full Truck Alliance (YMM) stake by 30% in Q2 2026, selling an estimated $121K and leaving 33,616 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #922.

Campbell & Co Investment Adviser first reported a position in YMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $756K in Q2 2025. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Campbell & Co Investment Adviser held 33,616 shares of Full Truck Alliance worth $273K as of Q2 2026.
  • Campbell & Co Investment Adviser sold 14,216 Full Truck Alliance shares in Q2 2026, an estimated $121K.
  • Full Truck Alliance made up 0.01% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #922 holding.
  • Campbell & Co Investment Adviser first reported a position in Full Truck Alliance in Q2 2025 and has held it in 5 quarters since.
  • Campbell & Co Investment Adviser's Full Truck Alliance position peaked at $756K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.