JY
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Jeff Yass’s Full Truck Alliance YMM Stock Holding History

Jeff Yass’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 		$583K Sell
71,839
-1,936,046
-96% -$16.5M ﹤0.01% 9548
2026
Q1 		$16.7M Buy
2,007,885
+1,933,309
+2,592% +$18.4M ﹤0.01% 2450
2025
Q4 		$800K Buy
74,576
+51,564
+224% +$618K ﹤0.01% 7679
2025
Q3 		$298K Sell
23,012
-31,694
-58% -$393K ﹤0.01% 10119
2025
Q2 		$646K Buy
54,706
+32,376
+145% +$377K ﹤0.01% 8573
2025
Q1 		$285K Buy
22,330
+5,243
+31% +$63.2K ﹤0.01% 10166
2024
Q4 		$185K Sell
17,087
-249,663
-94% -$2.44M ﹤0.01% 10813
2024
Q3 		$2.4M Buy
266,750
+38,608
+17% +$296K ﹤0.01% 4928
2024
Q2 		$1.83M Buy
228,142
+165,518
+264% +$1.41M ﹤0.01% 5261
2024
Q1 		$455K Sell
62,624
-355,884
-85% -$2.37M ﹤0.01% 8728
2023
Q4 		$2.93M Buy
418,508
+296,166
+242% +$2.09M ﹤0.01% 4616
2023
Q3 		$861K Sell
122,342
-18,902
-13% -$130K ﹤0.01% 6964
2023
Q2 		$879K Buy
141,244
+96,836
+218% +$625K ﹤0.01% 6998
2023
Q1 		$338K Buy
44,408
+23,271
+110% +$184K ﹤0.01% 9463
2022
Q4 		$169K Sell
21,137
-739,935
-97% -$5.08M ﹤0.01% 10355
2022
Q3 		$4.99M Buy
761,072
+666,837
+708% +$5.14M ﹤0.01% 3153
2022
Q2 		$854K Buy
94,235
+42,838
+83% +$291K ﹤0.01% 6912
2022
Q1 		$343K Sell
51,397
-557
-1% -$4.51K ﹤0.01% 9942
2021
Q4 		$435K Buy
+51,954
New +$687K ﹤0.01% 9552

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

Jeff Yass's YMM Position: Q2 2026 in Review

Jeff Yass reduced its Full Truck Alliance (YMM) stake by 96% in Q2 2026, selling an estimated $16.5M and leaving 71,839 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #9548.

Jeff Yass first reported a position in YMM in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.7M in Q1 2026. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Jeff Yass held 71,839 shares of Full Truck Alliance worth $583K as of Q2 2026.
  • Jeff Yass sold 1,936,046 Full Truck Alliance shares in Q2 2026, an estimated $16.5M.
  • Full Truck Alliance made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9548 holding.
  • Jeff Yass first reported a position in Full Truck Alliance in Q4 2021 and has held it in 19 quarters since.
  • Jeff Yass's Full Truck Alliance position peaked at $16.7M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.