Davis Selected Advisers’s Full Truck Alliance YMM Stock Holding History

Davis Selected Advisers’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 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

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

ASI

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

Davis Selected Advisers's YMM Position: Q2 2026 in Review

Davis Selected Advisers 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.

Davis Selected Advisers 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. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Davis Selected Advisers held 27,639,082 shares of Full Truck Alliance worth $224M as of Q2 2026.
Davis Selected Advisers sold 1,124,109 Full Truck Alliance shares in Q2 2026, an estimated $9.57M.
Full Truck Alliance made up 0.96% of Davis Selected Advisers's portfolio in Q2 2026, its #28 holding.
Davis Selected Advisers first reported a position in Full Truck Alliance in Q4 2024 and has held it in 7 quarters since.
Davis Selected Advisers's Full Truck Alliance position peaked at $239M in Q1 2026.
247 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.