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
2025 Q2	–	Sell	-120,000	Closed	-$1.53M	–	6404
2025 Q1	$1.53M	Sell	120,000 -150,000	-56%	-$1.81M	﹤0.01%	4022
2024 Q4	$2.92M	Sell	270,000 -20,000	-7%	-$195K	﹤0.01%	3333
2024 Q3	$2.61M	Sell	290,000 -90,000	-24%	-$690K	﹤0.01%	3457
2024 Q2	$3.06M	Buy	+380,000	New	+$3.23M	﹤0.01%	3166
2023 Q3	–	Sell	-500,000	Closed	-$3.11M	–	6644
2023 Q2	$3.11M	Hold	500,000	–	–	﹤0.01%	3105
2023 Q1	$3.81M	Sell	500,000 -650,000	-57%	-$5.15M	﹤0.01%	2851
2022 Q4	$9.2M	Buy	+1,150,000	New	+$7.89M	0.01%	2223

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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 Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.