Goldman Sachs
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Goldman Sachs’s Full Truck Alliance YMM Stock Holding History

Goldman Sachs’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 		$85.3M Buy
10,502,067
+2,925,202
+39% +$24.9M 0.01% 1352
2026
Q1 		$62.9M Buy
7,576,865
+2,522,144
+50% +$24M 0.01% 1392
2025
Q4 		$54.2M Sell
5,054,721
-1,026,568
-17% -$12.3M 0.01% 1444
2025
Q3 		$78.9M Sell
6,081,289
-5,174,123
-46% -$64.1M 0.01% 1101
2025
Q2 		$133M Buy
11,255,412
+494,003
+5% +$5.75M 0.02% 733
2025
Q1 		$137M Buy
10,761,409
+575,344
+6% +$6.93M 0.02% 646
2024
Q4 		$110M Sell
10,186,065
-1,379,746
-12% -$13.5M 0.02% 762
2024
Q3 		$104M Sell
11,565,811
-266,274
-2% -$2.04M 0.02% 774
2024
Q2 		$95.1M Buy
11,832,085
+2,705,938
+30% +$23M 0.02% 826
2024
Q1 		$66.3M Buy
9,126,147
+7,351,886
+414% +$49.1M 0.01% 998
2023
Q4 		$12.4M Buy
1,774,261
+258,561
+17% +$1.82M ﹤0.01% 2324
2023
Q3 		$10.7M Sell
1,515,700
-22,765
-1% -$157K ﹤0.01% 2333
2023
Q2 		$9.57M Sell
1,538,465
-357,632
-19% -$2.31M ﹤0.01% 2499
2023
Q1 		$14.4M Sell
1,896,097
-790,308
-29% -$6.26M ﹤0.01% 2090
2022
Q4 		$21.5M Buy
2,686,405
+1,165,912
+77% +$8M 0.01% 1885
2022
Q3 		$9.96M Sell
1,520,493
-231,607
-13% -$1.79M ﹤0.01% 2505
2022
Q2 		$15.9M Sell
1,752,100
-5,978,974
-77% -$40.7M ﹤0.01% 2093
2022
Q1 		$51.6M Sell
7,731,074
-1,929,351
-20% -$15.6M 0.01% 1251
2021
Q4 		$80.9M Buy
9,660,425
+4,666,606
+93% +$61.7M 0.02% 943
2021
Q3 		$76.6M Buy
4,993,819
+3,035,884
+155% +$44.7M 0.02% 924
2021
Q2 		$39.9M Buy
+1,957,935
New +$38.5M 0.01% 1450

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

Goldman Sachs's YMM Position: Q2 2026 in Review

Goldman Sachs increased its Full Truck Alliance (YMM) stake by 39% in Q2 2026, buying an estimated $24.9M and bringing the position to 10,502,067 shares worth $85.3M. The position accounts for 0.01% of the portfolio, ranked #1352.

Goldman Sachs first reported a position in YMM in Q2 2021 and has held it in 21 quarters since. The position peaked at $137M in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Goldman Sachs held 10,502,067 shares of Full Truck Alliance worth $85.3M as of Q2 2026.
  • Goldman Sachs bought 2,925,202 Full Truck Alliance shares in Q2 2026, an estimated $24.9M.
  • Full Truck Alliance made up 0.01% of Goldman Sachs's portfolio in Q2 2026, its #1352 holding.
  • Goldman Sachs first reported a position in Full Truck Alliance in Q2 2021 and has held it in 21 quarters since.
  • Goldman Sachs's Full Truck Alliance position peaked at $137M in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.