Centiva Capital’s Full Truck Alliance YMM Stock Holding History

Centiva 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	$107K	Sell	13,205 -12,610	-49%	-$107K	﹤0.01%	1513
2026 Q1	$214K	Buy	+25,815	New	+$246K	﹤0.01%	1240
2025 Q4	–	Sell	-62,116	Closed	-$806K	–	1639
2025 Q3	$806K	Buy	62,116 +17,707	+40%	+$219K	0.01%	537
2025 Q2	$524K	Buy	44,409 +12,021	+37%	+$140K	0.01%	933
2025 Q1	$414K	Buy	+32,388	New	+$390K	0.01%	913
2024 Q4	–	Sell	-48,773	Closed	-$439K	–	2500
2024 Q3	$439K	Buy	48,773 +670	+1%	+$5.14K	0.01%	1335
2024 Q2	$387K	Buy	+48,103	New	+$409K	0.01%	1321
2024 Q1	–	Sell	-22,560	Closed	-$158K	–	2335
2023 Q4	$158K	Buy	+22,560	New	+$159K	﹤0.01%	1491
2023 Q3	–	Sell	-13,548	Closed	-$84.3K	–	2162
2023 Q2	$84.3K	Buy	+13,548	New	+$87.4K	﹤0.01%	1473

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

Centiva Capital's YMM Position: Q2 2026 in Review

Centiva Capital reduced its Full Truck Alliance (YMM) stake by 49% in Q2 2026, selling an estimated $107K and leaving 13,205 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Centiva Capital first reported a position in YMM in Q2 2023 and has held it in 9 quarters since. The position peaked at $806K in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Centiva Capital held 13,205 shares of Full Truck Alliance worth $107K as of Q2 2026.
Centiva Capital sold 12,610 Full Truck Alliance shares in Q2 2026, an estimated $107K.
Full Truck Alliance made up ﹤0.01% of Centiva Capital's portfolio in Q2 2026, its #1513 holding.
Centiva Capital first reported a position in Full Truck Alliance in Q2 2023 and has held it in 9 quarters since.
Centiva Capital's Full Truck Alliance position peaked at $806K in Q3 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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