E Fund Management (HK)’s Full Truck Alliance YMM Stock Holding History

E Fund Management (HK)’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	$2.25M	Buy	+276,764	New	+$2.36M	0.75%	30
2025 Q2	–	Sell	-17,358	Closed	-$222K	–	176
2025 Q1	$222K	Buy	+17,358	New	+$209K	0.2%	38
2023 Q1	–	Sell	-317,321	Closed	-$2.54M	–	31
2022 Q4	$2.54M	Buy	317,321 +71,112	+29%	+$488K	2.16%	10
2022 Q3	$1.61M	Buy	246,209 +147,568	+150%	+$1.14M	1.28%	18
2022 Q2	$894K	Buy	+98,641	New	+$671K	0.62%	26

Other funds holding YMM

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

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

E Fund Management (HK)'s YMM Position: Q2 2026 in Review

E Fund Management (HK) opened a new position in Full Truck Alliance (YMM) in Q2 2026: 276,764 shares worth $2.25M. The stake represents 0.75% of the portfolio and ranks #30 among its holdings. This is a return to the name: E Fund Management (HK) previously reported a position in YMM as recently as Q1 2025.

E Fund Management (HK) first reported a position in YMM in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.54M in Q4 2022. 34 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

E Fund Management (HK) held 276,764 shares of Full Truck Alliance worth $2.25M as of Q2 2026.
Full Truck Alliance was a new E Fund Management (HK) position in Q2 2026.
Full Truck Alliance made up 0.75% of E Fund Management (HK)'s portfolio in Q2 2026, its #30 holding.
E Fund Management (HK) first reported a position in Full Truck Alliance in Q2 2022 and has held it in 5 quarters since.
E Fund Management (HK)'s Full Truck Alliance position peaked at $2.54M in Q4 2022.
34 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.