Dymon Asia Capital (Singapore)’s Full Truck Alliance YMM Stock Holding History

Dymon Asia Capital (Singapore)’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	$14.1M	Buy	+1,732,410	New	+$14.7M	0.59%	22
2026 Q1	–	Sell	-36,400	Closed	-$391K	–	332
2025 Q4	$391K	Sell	36,400 -16,800	-32%	-$201K	0.04%	207
2025 Q3	$690K	Sell	53,200 -212,837	-80%	-$2.64M	0.07%	203
2025 Q2	$3.14M	Buy	266,037 +136,937	+106%	+$1.59M	0.43%	45
2025 Q1	$1.65M	Buy	129,100 +34,600	+37%	+$417K	0.37%	67
2024 Q4	$1.02M	Buy	+94,500	New	+$922K	0.24%	76
2024 Q3	–	Sell	-119,000	Closed	-$957K	–	140
2024 Q2	$957K	Sell	119,000 -177,200	-60%	-$1.51M	0.25%	66
2024 Q1	$2.15M	Buy	+296,200	New	+$1.98M	0.48%	54
2022 Q2	–	Sell	-14,500	Closed	-$97K	–	173
2022 Q1	$97K	Buy	+14,500	New	+$117K	0.01%	121

Other funds holding YMM

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

EFMH

E Fund Management (HK) Central, Hong Kong $302M AUM 64.42% 1-Year Est. Return

Dymon Asia Capital (Singapore)'s YMM Position: Q2 2026 in Review

Dymon Asia Capital (Singapore) opened a new position in Full Truck Alliance (YMM) in Q2 2026: 1,732,410 shares worth $14.1M. The stake represents 0.59% of the portfolio and ranks #22 among its holdings. This is a return to the name: Dymon Asia Capital (Singapore) previously reported a position in YMM as recently as Q4 2025.

Dymon Asia Capital (Singapore) first reported a position in YMM in Q1 2022 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Dymon Asia Capital (Singapore) held 1,732,410 shares of Full Truck Alliance worth $14.1M as of Q2 2026.
Full Truck Alliance was a new Dymon Asia Capital (Singapore) position in Q2 2026.
Full Truck Alliance made up 0.59% of Dymon Asia Capital (Singapore)'s portfolio in Q2 2026, its #22 holding.
Dymon Asia Capital (Singapore) first reported a position in Full Truck Alliance in Q1 2022 and has held it in 9 quarters since.
44 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Dymon Asia Capital (Singapore)'s 13F filing for Q2 2026, filed 23 Jul 2026.