FBIL
YMM icon

First Beijing Investment Ltd’s Full Truck Alliance YMM Stock Holding History

First Beijing Investment Ltd’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 		$745M Buy
91,790,875
+1,789,980
+2% +$15.2M 30.5% 1
2026
Q1 		$747M Buy
90,000,895
+13,384,327
+17% +$127M 32.22% 2
2025
Q4 		$822M Buy
76,616,568
+7,970,988
+12% +$95.6M 32.42% 1
2025
Q3 		$890M Buy
68,645,580
+29,150,926
+74% +$361M 34.38% 1
2025
Q2 		$466M Buy
39,494,654
+9,757,852
+33% +$114M 26.1% 2
2025
Q1 		$380M Sell
29,736,802
-1,504,746
-5% -$18.1M 26.07% 2
2024
Q4 		$338M Buy
31,241,548
+17,500,819
+127% +$171M 24% 2
2024
Q3 		$124M Buy
+13,740,729
New +$105M 9.09% 4

Other funds holding YMM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
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

First Beijing Investment Ltd's YMM Position: Q2 2026 in Review

First Beijing Investment Ltd increased its Full Truck Alliance (YMM) stake by 2% in Q2 2026, buying an estimated $15.2M and bringing the position to 91,790,875 shares worth $745M. The position accounts for 30.5% of the portfolio, ranked #1.

First Beijing Investment Ltd first reported a position in YMM in Q3 2024 and has held it in 8 quarters since. The position peaked at $890M in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • First Beijing Investment Ltd held 91,790,875 shares of Full Truck Alliance worth $745M as of Q2 2026.
  • First Beijing Investment Ltd bought 1,789,980 Full Truck Alliance shares in Q2 2026, an estimated $15.2M.
  • Full Truck Alliance made up 30.5% of First Beijing Investment Ltd's portfolio in Q2 2026, its #1 holding.
  • First Beijing Investment Ltd first reported a position in Full Truck Alliance in Q3 2024 and has held it in 8 quarters since.
  • First Beijing Investment Ltd's Full Truck Alliance position peaked at $890M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on First Beijing Investment Ltd's 13F filing for Q2 2026, filed 12 Aug 2026.