GFM
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GF Fund Management’s Full Truck Alliance YMM Stock Holding History

GF 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 		$7.94M Buy
978,258
+113,906
+13% +$969K 0.1% 116
2026
Q1 		$7.17M Buy
864,352
+46,950
+6% +$447K 0.12% 113
2025
Q4 		$8.77M Buy
817,402
+6,607
+0.8% +$79.2K 0.15% 108
2025
Q3 		$10.5M Sell
810,795
-53,821
-6% -$667K 0.19% 96
2025
Q2 		$10.2M Sell
864,616
-82,583
-9% -$961K 0.21% 93
2025
Q1 		$12.1M Sell
947,199
-584,947
-38% -$7.05M 0.28% 72
2024
Q4 		$16.6M Buy
+1,532,146
New +$14.9M 0.36% 54

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

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

GF Fund Management increased its Full Truck Alliance (YMM) stake by 13% in Q2 2026, buying an estimated $969K and bringing the position to 978,258 shares worth $7.94M. The position accounts for 0.1% of the portfolio, ranked #116.

GF Fund Management first reported a position in YMM in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.6M in Q4 2024. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • GF Fund Management held 978,258 shares of Full Truck Alliance worth $7.94M as of Q2 2026.
  • GF Fund Management bought 113,906 Full Truck Alliance shares in Q2 2026, an estimated $969K.
  • Full Truck Alliance made up 0.1% of GF Fund Management's portfolio in Q2 2026, its #116 holding.
  • GF Fund Management first reported a position in Full Truck Alliance in Q4 2024 and has held it in 7 quarters since.
  • GF Fund Management's Full Truck Alliance position peaked at $16.6M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on GF Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.