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
2025
Q1 		– Sell
-360,000
Closed -$3.9M – 6444
2024
Q4 		$3.9M Buy
+360,000
New +$3.51M ﹤0.01% 3703

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Goldman Sachs's YMM Position: Q1 2026 in Review

Goldman Sachs increased its Full Truck Alliance (YMM) stake by 50% in Q1 2026, buying an estimated $24M and bringing the position to 7,576,865 shares worth $62.9M. The position accounts for 0.01% of the portfolio, ranked #1392.

Goldman Sachs first reported a position in YMM in Q2 2021 and has held it in 20 quarters since. The position peaked at $137M in Q1 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Goldman Sachs held 7,576,865 shares of Full Truck Alliance worth $62.9M as of Q1 2026.
  • Goldman Sachs bought 2,522,144 Full Truck Alliance shares in Q1 2026, an estimated $24M.
  • Full Truck Alliance made up 0.01% of Goldman Sachs's portfolio in Q1 2026, its #1392 holding.
  • Goldman Sachs first reported a position in Full Truck Alliance in Q2 2021 and has held it in 20 quarters since.
  • Goldman Sachs's Full Truck Alliance position peaked at $137M in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.