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

Geode 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
Q2 		$37.8M Buy
4,698,122
+4,353,265
+1,262% +$37M ﹤0.01% 1778
2026
Q1 		$2.86M Buy
344,857
+36,355
+12% +$346K ﹤0.01% 2989
2025
Q4 		$3.31M Buy
308,502
+55,706
+22% +$668K ﹤0.01% 2962
2025
Q3 		$3.28M Buy
252,796
+93,026
+58% +$1.15M ﹤0.01% 2992
2025
Q2 		$1.89M Buy
159,770
+16,591
+12% +$193K ﹤0.01% 3164
2025
Q1 		$1.83M Buy
143,179
+5,548
+4% +$66.9K ﹤0.01% 3070
2024
Q4 		$1.49M Buy
137,631
+19,227
+16% +$188K ﹤0.01% 3232
2024
Q3 		$1.07M Buy
118,404
+4,235
+4% +$32.5K ﹤0.01% 3331
2024
Q2 		$918K Buy
114,169
+4,970
+5% +$42.3K ﹤0.01% 3339
2024
Q1 		$794K Buy
109,199
+372
+0.3% +$2.48K ﹤0.01% 3447
2023
Q4 		$763K Buy
108,827
+11,017
+11% +$77.7K ﹤0.01% 3451
2023
Q3 		$689K Buy
97,810
+5,433
+6% +$37.5K ﹤0.01% 3485
2023
Q2 		$575K Buy
+92,377
New +$596K ﹤0.01% 3589

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
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

Geode Capital Management's YMM Position: Q2 2026 in Review

Geode Capital Management increased its Full Truck Alliance (YMM) stake by 1,262% in Q2 2026, buying an estimated $37M and bringing the position to 4,698,122 shares worth $37.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Geode Capital Management first reported a position in YMM in Q2 2023 and has held it in 13 quarters since. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Geode Capital Management held 4,698,122 shares of Full Truck Alliance worth $37.8M as of Q2 2026.
  • Geode Capital Management bought 4,353,265 Full Truck Alliance shares in Q2 2026, an estimated $37M.
  • Full Truck Alliance made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1778 holding.
  • Geode Capital Management first reported a position in Full Truck Alliance in Q2 2023 and has held it in 13 quarters since.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.