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Howard Marks’s Full Truck Alliance YMM Stock Holding History

Howard Marks’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
-3,519,764
Closed -$37.8M – 162
2025
Q4 		$37.8M Sell
3,519,764
-277,933
-7% -$3.33M 0.54% 47
2025
Q3 		$49.3M Buy
3,797,697
+1,955,360
+106% +$24.2M 0.76% 30
2025
Q2 		$21.8M Buy
+1,842,337
New +$21.4M 0.37% 47

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

Howard Marks's YMM Position: Q1 2026 in Review

Howard Marks sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 3,519,764 shares — an estimated $37.8M sold.

Howard Marks first reported a position in YMM in Q2 2025 and held it in 3 quarters. The position peaked at $49.3M in Q3 2025. 203 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Howard Marks reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
  • Howard Marks sold 3,519,764 Full Truck Alliance shares in Q1 2026, an estimated $37.8M.
  • Howard Marks first reported a position in Full Truck Alliance in Q2 2025 and held it in 3 quarters.
  • Howard Marks's Full Truck Alliance position peaked at $49.3M in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Oaktree Capital Management's 13F filing for Q1 2026, filed 15 May 2026.