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Highlander Partners’s Full Truck Alliance YMM Stock Holding History

Highlander Partners’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 		– Sell
-1,228,237
Closed -$13.2M – 67
2025
Q4 		$13.2M Hold
1,228,237
– – 4.73% 8
2025
Q3 		$15.9M Sell
1,228,237
-260,000
-17% -$3.22M 5.56% 4
2025
Q2 		$17.6M Hold
1,488,237
– – 6.75% 4
2025
Q1 		$19M Hold
1,488,237
– – 11.76% 4
2024
Q4 		$16.1M Hold
1,488,237
– – 9.15% 4
2024
Q3 		$13.4M Hold
1,488,237
– – 7.92% 4
2024
Q2 		$12M Hold
1,488,237
– – 7.96% 4
2024
Q1 		$10.8M Buy
1,488,237
+150,000
+11% +$1M 7.5% 4
2023
Q4 		$9.38M Hold
1,338,237
– – 7.5% 4
2023
Q3 		$9.42M Hold
1,338,237
– – 9.3% 4
2023
Q2 		$8.32M Sell
1,338,237
-254,563
-16% -$1.64M 9.36% 4
2023
Q1 		$12.1M Hold
1,592,800
– – 16.4% 2
2022
Q4 		$12.7M Buy
1,592,800
+203,800
+15% +$1.4M 17.27% 1
2022
Q3 		$9.1M Buy
1,389,000
+109,200
+9% +$842K 13.54% 3
2022
Q2 		$11.6M Buy
1,279,800
+212,000
+20% +$1.44M 15.26% 2
2022
Q1 		$7.12M Buy
1,067,800
+269,800
+34% +$2.18M 8.93% 4
2021
Q4 		$6.68M Buy
+798,000
New +$10.5M 8.15% 4

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Highlander Partners's YMM Position: Q1 2026 in Review

Highlander Partners sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 1,228,237 shares — an estimated $13.2M sold.

Highlander Partners first reported a position in YMM in Q4 2021 and held it in 17 quarters. The position peaked at $19M in Q1 2025. 203 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Highlander Partners reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
  • Highlander Partners sold 1,228,237 Full Truck Alliance shares in Q1 2026, an estimated $13.2M.
  • Highlander Partners first reported a position in Full Truck Alliance in Q4 2021 and held it in 17 quarters.
  • Highlander Partners's Full Truck Alliance position peaked at $19M in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Highlander Partners's 13F filing for Q1 2026, filed 14 Apr 2026.