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Havemeyer Place’s Full Truck Alliance YMM Stock Holding History

Havemeyer Place’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 		$357K Sell
43,953
-126,897
-74% -$1.08M 0.04% 418
2026
Q1 		$1.42M Buy
+170,850
New +$1.62M 0.16% 238

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

Havemeyer Place's YMM Position: Q2 2026 in Review

Havemeyer Place reduced its Full Truck Alliance (YMM) stake by 74% in Q2 2026, selling an estimated $1.08M and leaving 43,953 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #418.

Havemeyer Place first reported a position in YMM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.42M in Q1 2026. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Havemeyer Place held 43,953 shares of Full Truck Alliance worth $357K as of Q2 2026.
  • Havemeyer Place sold 126,897 Full Truck Alliance shares in Q2 2026, an estimated $1.08M.
  • Full Truck Alliance made up 0.04% of Havemeyer Place's portfolio in Q2 2026, its #418 holding.
  • Havemeyer Place first reported a position in Full Truck Alliance in Q1 2026 and has held it in 2 quarters since.
  • Havemeyer Place's Full Truck Alliance position peaked at $1.42M in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.