Fox Run Management’s Full Truck Alliance YMM Stock Holding History

Fox Run 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	$119K	Buy	+14,618	New	+$124K	0.02%	868
2026 Q1	–	Sell	-14,194	Closed	-$152K	–	1288
2025 Q4	$152K	Buy	+14,194	New	+$170K	0.02%	833
2025 Q2	–	Sell	-20,231	Closed	-$258K	–	1297
2025 Q1	$258K	Buy	+20,231	New	+$244K	0.04%	721
2024 Q4	–	Sell	-12,882	Closed	-$116K	–	1219
2024 Q3	$116K	Buy	+12,882	New	+$98.8K	0.03%	729
2024 Q2	–	Sell	-38,380	Closed	-$279K	–	1119
2024 Q1	$279K	Buy	+38,380	New	+$256K	0.06%	551
2023 Q2	–	Sell	-20,841	Closed	-$159K	–	1008
2023 Q1	$159K	Sell	20,841 -4,543	-18%	-$36K	0.05%	562
2022 Q4	$203K	Buy	+25,384	New	+$174K	0.08%	481

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

Fox Run Management's YMM Position: Q2 2026 in Review

Fox Run Management opened a new position in Full Truck Alliance (YMM) in Q2 2026: 14,618 shares worth $119K. The stake represents 0.02% of the portfolio and ranks #868 among its holdings. This is a return to the name: Fox Run Management previously reported a position in YMM as recently as Q4 2025.

Fox Run Management first reported a position in YMM in Q4 2022 and has held it in 7 quarters since. The position peaked at $279K in Q1 2024. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Fox Run Management held 14,618 shares of Full Truck Alliance worth $119K as of Q2 2026.
Full Truck Alliance was a new Fox Run Management position in Q2 2026.
Full Truck Alliance made up 0.02% of Fox Run Management's portfolio in Q2 2026, its #868 holding.
Fox Run Management first reported a position in Full Truck Alliance in Q4 2022 and has held it in 7 quarters since.
Fox Run Management's Full Truck Alliance position peaked at $279K in Q1 2024.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.