Headlands Technologies’s Full Truck Alliance YMM Stock Holding History

Headlands Technologies’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	$326K	Buy	39,311 +15,256	+63%	+$145K	0.04%	482
2025 Q4	$258K	Sell	24,055 -126,024	-84%	-$1.51M	0.02%	546
2025 Q3	$1.95M	Buy	150,079 +140,651	+1,492%	+$1.74M	0.16%	152
2025 Q2	$111K	Buy	+9,428	New	+$110K	0.01%	608
2024 Q4	–	Sell	-103,076	Closed	-$929K	–	1652
2024 Q3	$929K	Buy	+103,076	New	+$791K	0.11%	209
2023 Q3	–	Sell	-45,404	Closed	-$282K	–	1256
2023 Q2	$282K	Buy	+45,404	New	+$293K	0.09%	235

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 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

Headlands Technologies's YMM Position: Q1 2026 in Review

Headlands Technologies increased its Full Truck Alliance (YMM) stake by 63% in Q1 2026, buying an estimated $145K and bringing the position to 39,311 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #482.

Headlands Technologies first reported a position in YMM in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.95M in Q3 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Headlands Technologies held 39,311 shares of Full Truck Alliance worth $326K as of Q1 2026.
Headlands Technologies bought 15,256 Full Truck Alliance shares in Q1 2026, an estimated $145K.
Full Truck Alliance made up 0.04% of Headlands Technologies's portfolio in Q1 2026, its #482 holding.
Headlands Technologies first reported a position in Full Truck Alliance in Q2 2023 and has held it in 6 quarters since.
Headlands Technologies's Full Truck Alliance position peaked at $1.95M in Q3 2025.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Headlands Technologies's 13F filing for Q1 2026, filed 13 May 2026.