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

E Fund Management’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	$37.9M	Buy	4,667,220 +158,285	+4%	+$1.35M	0.85%	23
2026 Q1	$37.4M	Buy	+4,508,935	New	+$42.9M	1.11%	16
2025 Q2	$45M	Sell	3,810,726 -237,945	-6%	-$2.77M	2.15%	8
2025 Q1	$51.7M	Sell	4,048,671 -796,446	-16%	-$9.6M	2.47%	6
2024 Q4	$52.4M	Sell	4,845,117 -377,761	-7%	-$3.68M	2.63%	7
2024 Q3	$47.1M	Buy	5,222,878 +18,972	+0.4%	+$146K	2.42%	9
2024 Q2	$41.8M	Sell	5,203,906 -288,746	-5%	-$2.46M	2.31%	9
2024 Q1	$39.9M	Buy	5,492,652 +44,370	+0.8%	+$296K	2.47%	8
2023 Q4	$38.2M	Sell	5,448,282 -14,282	-0.3%	-$101K	2.42%	10
2023 Q3	$38.5M	Hold	5,462,564	–	–	2.93%	5
2023 Q2	$34M	Sell	5,462,564 -214,665	-4%	-$1.38M	2.69%	12
2023 Q1	$43.2M	Sell	5,677,229 -262,403	-4%	-$2.08M	3.15%	8
2022 Q4	$47.5M	Sell	5,939,632 -70,244	-1%	-$482K	3.95%	3
2022 Q3	$39.4M	Buy	6,009,876 +154,168	+3%	+$1.19M	3.66%	5
2022 Q2	$53.1M	Sell	5,855,708 -162,015	-3%	-$1.1M	4.81%	4
2022 Q1	$40.1M	Buy	6,017,723 +1,397,700	+30%	+$11.3M	1.31%	10
2021 Q4	$38.7M	Buy	4,620,023 +1,947,938	+73%	+$25.7M	1.37%	11
2021 Q3	$41M	Buy	+2,672,085	New	+$39.3M	1.71%	8

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

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

E Fund Management increased its Full Truck Alliance (YMM) stake by 3.5% in Q2 2026, buying an estimated $1.35M and bringing the position to 4,667,220 shares worth $37.9M. The position accounts for 0.85% of the portfolio, ranked #23.

E Fund Management first reported a position in YMM in Q3 2021 and has held it in 18 quarters since. The position peaked at $53.1M in Q2 2022. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

E Fund Management held 4,667,220 shares of Full Truck Alliance worth $37.9M as of Q2 2026.
E Fund Management bought 158,285 Full Truck Alliance shares in Q2 2026, an estimated $1.35M.
Full Truck Alliance made up 0.85% of E Fund Management's portfolio in Q2 2026, its #23 holding.
E Fund Management first reported a position in Full Truck Alliance in Q3 2021 and has held it in 18 quarters since.
E Fund Management's Full Truck Alliance position peaked at $53.1M in Q2 2022.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.