ExodusPoint Capital Management’s Full Truck Alliance YMM Stock Holding History

ExodusPoint Capital 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 Q1	$199K	Buy	+23,944	New	+$228K	﹤0.01%	1378
2024 Q4	–	Sell	-252,483	Closed	-$2.27M	–	2137
2024 Q3	$2.27M	Buy	+252,483	New	+$1.94M	0.01%	685
2023 Q3	–	Sell	-57,320	Closed	-$357K	–	2216
2023 Q2	$357K	Sell	57,320 -2,860,033	-98%	-$18.4M	﹤0.01%	1475
2023 Q1	$22.2M	Buy	+2,917,353	New	+$23.1M	0.18%	92
2022 Q3	–	Sell	-474,676	Closed	-$4.3M	–	2360
2022 Q2	$4.3M	Buy	+474,676	New	+$3.23M	0.05%	463
2021 Q4	–	Sell	-50,978	Closed	-$781K	–	2670
2021 Q3	$781K	Buy	50,978 +20,378	+67%	+$300K	0.01%	1149
2021 Q2	$624K	Buy	+30,600	New	+$601K	0.01%	1245

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

ExodusPoint Capital Management's YMM Position: Q1 2026 in Review

ExodusPoint Capital Management opened a new position in Full Truck Alliance (YMM) in Q1 2026: 23,944 shares worth $199K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings. This is a return to the name: ExodusPoint Capital Management previously reported a position in YMM as recently as Q3 2024.

ExodusPoint Capital Management first reported a position in YMM in Q2 2021 and has held it in 7 quarters since. The position peaked at $22.2M in Q1 2023. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

ExodusPoint Capital Management held 23,944 shares of Full Truck Alliance worth $199K as of Q1 2026.
Full Truck Alliance was a new ExodusPoint Capital Management position in Q1 2026.
Full Truck Alliance made up ﹤0.01% of ExodusPoint Capital Management's portfolio in Q1 2026, its #1378 holding.
ExodusPoint Capital Management first reported a position in Full Truck Alliance in Q2 2021 and has held it in 7 quarters since.
ExodusPoint Capital Management's Full Truck Alliance position peaked at $22.2M in Q1 2023.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.