Jane Street’s Full Truck Alliance YMM Stock Holding History

Jane Street’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	$88K	Buy	+10,600	New	+$101K	﹤0.01%	10708
2025 Q4	–	Sell	-150,200	Closed	-$1.95M	–	12598
2025 Q3	$1.95M	Sell	150,200 -757,600	-83%	-$9.38M	﹤0.01%	4991
2025 Q2	$10.7M	Sell	907,800 -789,800	-47%	-$9.19M	﹤0.01%	2068
2025 Q1	$21.7M	Buy	+1,697,600	New	+$20.5M	0.01%	1219
2024 Q4	–	Sell	-59,800	Closed	-$539K	–	10775
2024 Q3	$539K	Buy	59,800 +37,100	+163%	+$285K	﹤0.01%	7058
2024 Q2	$183K	Sell	22,700 -34,800	-61%	-$296K	﹤0.01%	8458
2024 Q1	$418K	Buy	57,500 +21,300	+59%	+$142K	﹤0.01%	7004
2023 Q4	$254K	Sell	36,200 -19,100	-35%	-$135K	﹤0.01%	7873
2023 Q3	$389K	Buy	55,300 +9,500	+21%	+$65.5K	﹤0.01%	6654
2023 Q2	$285K	Buy	45,800 +26,200	+134%	+$169K	﹤0.01%	7209
2023 Q1	$149K	Sell	19,600 -51,700	-73%	-$410K	﹤0.01%	8017
2022 Q4	$570K	Buy	71,300 +34,000	+91%	+$233K	﹤0.01%	5900
2022 Q3	$244K	Buy	+37,300	New	+$288K	﹤0.01%	7880

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

Jane Street's YMM Position: Q1 2026 in Review

Jane Street reduced its Full Truck Alliance (YMM) stake by 99% in Q1 2026, selling an estimated $21M and leaving 17,027 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #10431.

Jane Street first reported a position in YMM in Q2 2021 and has held it in 18 quarters since. The position peaked at $25.7M in Q4 2022. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Jane Street held 17,027 shares of Full Truck Alliance worth $141K as of Q1 2026.
Jane Street sold 2,212,353 Full Truck Alliance shares in Q1 2026, an estimated $21M.
Full Truck Alliance made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #10431 holding.
Jane Street first reported a position in Full Truck Alliance in Q2 2021 and has held it in 18 quarters since.
Jane Street's Full Truck Alliance position peaked at $25.7M in Q4 2022.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.