Group One Trading
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Group One Trading’s Full Truck Alliance YMM Stock Holding History

Group One Trading’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
Q1 		$1.66K Sell
200
-115,000
-100% -$1.09M ﹤0.01% 7102
2025
Q4 		$1.24M Sell
115,200
-42,900
-27% -$514K ﹤0.01% 2705
2025
Q3 		$2.05M Buy
158,100
+7,800
+5% +$96.6K ﹤0.01% 2298
2025
Q2 		$1.78M Sell
150,300
-212,500
-59% -$2.47M ﹤0.01% 2251
2025
Q1 		$4.63M Sell
362,800
-491,900
-58% -$5.93M 0.01% 1134
2024
Q4 		$9.25M Buy
854,700
+64,700
+8% +$631K 0.02% 749
2024
Q3 		$7.12M Buy
790,000
+745,400
+1,671% +$5.72M 0.02% 797
2024
Q2 		$359K Sell
44,600
-512,000
-92% -$4.35M ﹤0.01% 2870
2024
Q1 		$4.05M Sell
556,600
-66,400
-11% -$443K 0.02% 964
2023
Q4 		$4.37M Buy
623,000
+579,800
+1,342% +$4.09M 0.01% 1239
2023
Q3 		$304K Sell
43,200
-7,400
-15% -$51K ﹤0.01% 3425
2023
Q2 		$315K Sell
50,600
-151,400
-75% -$977K ﹤0.01% 3498
2023
Q1 		$1.54M Sell
202,000
-55,300
-21% -$438K 0.01% 1758
2022
Q4 		$2.06M Buy
257,300
+243,500
+1,764% +$1.67M ﹤0.01% 1789
2022
Q3 		$90K Buy
13,800
+13,700
+13,700% +$106K ﹤0.01% 4876
2022
Q2 		$1K Buy
+100
New +$680 ﹤0.01% 7642

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

Group One Trading's YMM Position: Q1 2026 in Review

Group One Trading increased its Full Truck Alliance (YMM) stake by 28% in Q1 2026, buying an estimated $97.9K and bringing the position to 46,641 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #3569.

Group One Trading first reported a position in YMM in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.61M in Q3 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Group One Trading held 46,641 shares of Full Truck Alliance worth $387K as of Q1 2026.
  • Group One Trading bought 10,298 Full Truck Alliance shares in Q1 2026, an estimated $97.9K.
  • Full Truck Alliance made up ﹤0.01% of Group One Trading's portfolio in Q1 2026, its #3569 holding.
  • Group One Trading first reported a position in Full Truck Alliance in Q2 2022 and has held it in 6 quarters since.
  • Group One Trading's Full Truck Alliance position peaked at $1.61M in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Group One Trading's 13F filing for Q1 2026, filed 13 May 2026.