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Israel Englander’s Full Truck Alliance YMM Stock Holding History

Israel Englander’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 		– Sell
-4,679,856
Closed -$38.8M – 6477
2026
Q1 		$38.8M Buy
4,679,856
+4,646,734
+14,029% +$44.2M 0.02% 1023
2025
Q4 		$355K Sell
33,122
-349,846
-91% -$4.2M ﹤0.01% 5157
2025
Q3 		$4.97M Sell
382,968
-612,542
-62% -$7.59M ﹤0.01% 3162
2025
Q2 		$11.8M Sell
995,510
-2,144,950
-68% -$25M 0.01% 2092
2025
Q1 		$40.1M Buy
3,140,460
+2,546,870
+429% +$30.7M 0.02% 927
2024
Q4 		$6.42M Sell
593,590
-1,399,453
-70% -$13.6M ﹤0.01% 2603
2024
Q3 		$18M Buy
1,993,043
+602,962
+43% +$4.63M 0.01% 1637
2024
Q2 		$11.2M Buy
1,390,081
+871,317
+168% +$7.41M 0.01% 1987
2024
Q1 		$3.77M Sell
518,764
-502,905
-49% -$3.36M ﹤0.01% 3159
2023
Q4 		$7.16M Sell
1,021,669
-923,445
-47% -$6.51M ﹤0.01% 2485
2023
Q3 		$13.7M Buy
+1,945,114
New +$13.4M 0.01% 1747
2023
Q2 		– Sell
-690,443
Closed -$4.45M – 6772
2023
Q1 		$5.25M Buy
690,443
+614,994
+815% +$4.87M ﹤0.01% 2568
2022
Q4 		$604K Sell
75,449
-15,971
-17% -$110K ﹤0.01% 4595
2022
Q3 		$599K Sell
91,420
-687,000
-88% -$5.3M ﹤0.01% 4801
2022
Q2 		$7.05M Buy
778,420
+762,962
+4,936% +$5.19M ﹤0.01% 2448
2022
Q1 		$103K Sell
15,458
-1,058,807
-99% -$8.57M ﹤0.01% 6128
2021
Q4 		$8.99M Buy
1,074,265
+1,042,771
+3,311% +$13.8M ﹤0.01% 2253
2021
Q3 		$483K Sell
31,494
-446,261
-93% -$6.57M ﹤0.01% 5382
2021
Q2 		$9.74M Buy
+477,755
New +$9.39M 0.01% 1943

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

Israel Englander's YMM Position: Q2 2026 in Review

Israel Englander sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 4,679,856 shares — an estimated $38.8M sold.

Israel Englander first reported a position in YMM in Q2 2021 and held it in 19 quarters. The position peaked at $40.1M in Q1 2025. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Israel Englander reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
  • Israel Englander sold 4,679,856 Full Truck Alliance shares in Q2 2026, an estimated $38.8M.
  • Israel Englander first reported a position in Full Truck Alliance in Q2 2021 and held it in 19 quarters.
  • Israel Englander's Full Truck Alliance position peaked at $40.1M in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.