Janus Henderson Group
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Janus Henderson Group’s Full Truck Alliance YMM Stock Holding History

Janus Henderson Group’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 		$11.5M Sell
1,392,466
-828,738
-37% -$7.88M 0.01% 720
2025
Q4 		$23.8M Sell
2,221,204
-495,756
-18% -$5.94M 0.01% 576
2025
Q3 		$35.2M Sell
2,716,960
-248,000
-8% -$3.07M 0.02% 485
2025
Q2 		$35M Buy
2,964,960
+10,865
+0.4% +$126K 0.02% 456
2025
Q1 		$38.1M Buy
2,954,095
+24,271
+0.8% +$293K 0.02% 433
2024
Q4 		$31.7M Sell
2,929,824
-4,995,133
-63% -$48.7M 0.02% 490
2024
Q3 		$71.4M Sell
7,924,957
-3,010,895
-28% -$23.1M 0.04% 319
2024
Q2 		$87.9M Sell
10,935,852
-871,330
-7% -$7.41M 0.05% 282
2024
Q1 		$85.8M Buy
11,807,182
+317,980
+3% +$2.12M 0.05% 287
2023
Q4 		$80.5M Buy
11,489,202
+366,703
+3% +$2.59M 0.05% 289
2023
Q3 		$78.3M Sell
11,122,499
-243,942
-2% -$1.68M 0.05% 276
2023
Q2 		$70.7M Sell
11,366,441
-533,970
-4% -$3.44M 0.04% 319
2023
Q1 		$90.5M Buy
11,900,411
+2,177,193
+22% +$17.2M 0.06% 268
2022
Q4 		$77.8M Sell
9,723,218
-9,829,606
-50% -$67.4M 0.06% 289
2022
Q3 		$128M Buy
19,552,824
+8,246,436
+73% +$63.6M 0.05% 309
2022
Q2 		$102M Buy
11,306,388
+6,764,000
+149% +$46M 0.07% 247
2022
Q1 		$30.3M Buy
4,542,388
+1,866,642
+70% +$15.1M 0.01% 643
2021
Q4 		$22.4M Sell
2,675,746
-7,015
-0.3% -$92.7K 0.01% 762
2021
Q3 		$41.1M Sell
2,682,761
-1,630,587
-38% -$24M 0.02% 606
2021
Q2 		$87.9M Buy
+4,313,348
New +$84.8M 0.04% 411

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
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
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

Janus Henderson Group's YMM Position: Q1 2026 in Review

Janus Henderson Group reduced its Full Truck Alliance (YMM) stake by 37% in Q1 2026, selling an estimated $7.88M and leaving 1,392,466 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #720.

Janus Henderson Group first reported a position in YMM in Q2 2021 and has held it in 20 quarters since. The position peaked at $128M in Q3 2022. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Janus Henderson Group held 1,392,466 shares of Full Truck Alliance worth $11.5M as of Q1 2026.
  • Janus Henderson Group sold 828,738 Full Truck Alliance shares in Q1 2026, an estimated $7.88M.
  • Full Truck Alliance made up 0.01% of Janus Henderson Group's portfolio in Q1 2026, its #720 holding.
  • Janus Henderson Group first reported a position in Full Truck Alliance in Q2 2021 and has held it in 20 quarters since.
  • Janus Henderson Group's Full Truck Alliance position peaked at $128M in Q3 2022.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.