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Christopher Davis’s Full Truck Alliance YMM Stock Holding History

Christopher Davis’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 		$224M Sell
27,639,082
-1,124,109
-4% -$9.57M 0.96% 28
2026
Q1 		$239M Buy
28,763,191
+11,225,667
+64% +$107M 1.1% 29
2025
Q4 		$188M Buy
17,537,524
+2,555,751
+17% +$30.6M 0.85% 29
2025
Q3 		$194M Buy
14,981,773
+3,345,848
+29% +$41.4M 1.01% 26
2025
Q2 		$137M Buy
11,635,925
+3,816,581
+49% +$44.4M 0.73% 33
2025
Q1 		$99.9M Buy
7,819,344
+2,418,953
+45% +$29.2M 0.58% 33
2024
Q4 		$58.4M Buy
+5,400,391
New +$52.7M 0.34% 42

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
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
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

Christopher Davis's YMM Position: Q2 2026 in Review

Christopher Davis reduced its Full Truck Alliance (YMM) stake by 3.9% in Q2 2026, selling an estimated $9.57M and leaving 27,639,082 shares worth $224M. The position accounts for 0.96% of the portfolio, ranked #28.

Christopher Davis first reported a position in YMM in Q4 2024 and has held it in 7 quarters since. The position peaked at $239M in Q1 2026. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Christopher Davis held 27,639,082 shares of Full Truck Alliance worth $224M as of Q2 2026.
  • Christopher Davis sold 1,124,109 Full Truck Alliance shares in Q2 2026, an estimated $9.57M.
  • Full Truck Alliance made up 0.96% of Christopher Davis's portfolio in Q2 2026, its #28 holding.
  • Christopher Davis first reported a position in Full Truck Alliance in Q4 2024 and has held it in 7 quarters since.
  • Christopher Davis's Full Truck Alliance position peaked at $239M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.