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 		$1.25M Sell
154,000
-222,400
-59% -$1.89M ﹤0.01% 7620
2026
Q1 		$3.12M Buy
376,400
+246,400
+190% +$2.34M ﹤0.01% 5192
2025
Q4 		$1.39M Sell
130,000
-140,100
-52% -$1.68M ﹤0.01% 6416
2025
Q3 		$3.5M Buy
270,100
+45,100
+20% +$559K ﹤0.01% 4690
2025
Q2 		$2.66M Sell
225,000
-108,600
-33% -$1.26M ﹤0.01% 5207
2025
Q1 		$4.26M Buy
333,600
+1,600
+0.5% +$19.3K ﹤0.01% 3959
2024
Q4 		$3.59M Buy
332,000
+304,700
+1,116% +$2.97M ﹤0.01% 4129
2024
Q3 		$246K Sell
27,300
-97,600
-78% -$749K ﹤0.01% 10056
2024
Q2 		$1M Buy
124,900
+45,600
+58% +$388K ﹤0.01% 6583
2024
Q1 		$577K Sell
79,300
-18,300
-19% -$122K ﹤0.01% 8166
2023
Q4 		$684K Sell
97,600
-43,000
-31% -$303K ﹤0.01% 7894
2023
Q3 		$990K Buy
140,600
+37,000
+36% +$255K ﹤0.01% 6650
2023
Q2 		$644K Buy
103,600
+26,100
+34% +$168K ﹤0.01% 7716
2023
Q1 		$590K Buy
77,500
+3,800
+5% +$30.1K ﹤0.01% 8174
2022
Q4 		$590K Sell
73,700
-9,300
-11% -$63.8K ﹤0.01% 7421
2022
Q3 		$544K Buy
83,000
+400
+0.5% +$3.09K ﹤0.01% 8264
2022
Q2 		$748K Buy
+82,600
New +$562K ﹤0.01% 7237

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.