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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 		$1.19M Buy
146,800
+37,300
+34% +$317K ﹤0.01% 7755
2026
Q1 		$909K Sell
109,500
-12,900
-11% -$123K ﹤0.01% 8127
2025
Q4 		$1.31M Sell
122,400
-265,000
-68% -$3.18M ﹤0.01% 6560
2025
Q3 		$5.02M Buy
387,400
+73,000
+23% +$904K ﹤0.01% 4089
2025
Q2 		$3.71M Buy
314,400
+80,500
+34% +$937K ﹤0.01% 4542
2025
Q1 		$2.99M Sell
233,900
-789,500
-77% -$9.51M ﹤0.01% 4658
2024
Q4 		$11.1M Sell
1,023,400
-667,900
-39% -$6.51M ﹤0.01% 2536
2024
Q3 		$15.2M Sell
1,691,300
-3,110,000
-65% -$23.9M ﹤0.01% 2107
2024
Q2 		$38.6M Buy
4,801,300
+4,734,200
+7,055% +$40.3M 0.01% 1165
2024
Q1 		$488K Buy
+67,100
New +$448K ﹤0.01% 8577
2023
Q4 		– Sell
-113,800
Closed -$801K – 13430
2023
Q3 		$801K Buy
113,800
+95,700
+529% +$660K ﹤0.01% 7144
2023
Q2 		$113K Sell
18,100
-1,365,400
-99% -$8.81M ﹤0.01% 10867
2023
Q1 		$10.5M Buy
1,383,500
+723,400
+110% +$5.73M ﹤0.01% 2377
2022
Q4 		$5.28M Buy
660,100
+494,200
+298% +$3.39M ﹤0.01% 3145
2022
Q3 		$1.09M Buy
165,900
+101,900
+159% +$786K ﹤0.01% 6427
2022
Q2 		$580K Buy
+64,000
New +$435K ﹤0.01% 7887

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.