Ken Griffin
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Ken Griffin’s Full Truck Alliance YMM Stock Holding History

Ken Griffin’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 		$8.54M Buy
1,028,630
+588,787
+134% +$5.6M ﹤0.01% 3470
2025
Q4 		$4.72M Buy
439,843
+111,856
+34% +$1.34M ﹤0.01% 4383
2025
Q3 		$4.25M Sell
327,987
-418,583
-56% -$5.19M ﹤0.01% 4657
2025
Q2 		$8.82M Sell
746,570
-1,569,743
-68% -$18.3M ﹤0.01% 3205
2025
Q1 		$29.6M Buy
2,316,313
+312,792
+16% +$3.77M 0.01% 1606
2024
Q4 		$21.7M Sell
2,003,521
-2,188,023
-52% -$21.3M ﹤0.01% 2079
2024
Q3 		$37.8M Sell
4,191,544
-194,480
-4% -$1.49M 0.01% 1473
2024
Q2 		$35.3M Buy
4,386,024
+2,749,781
+168% +$23.4M 0.01% 1451
2024
Q1 		$11.9M Sell
1,636,243
-444,402
-21% -$2.97M ﹤0.01% 2709
2023
Q4 		$14.6M Buy
2,080,645
+2,038,386
+4,824% +$14.4M ﹤0.01% 2371
2023
Q3 		$298K Sell
42,259
-24,254
-36% -$167K ﹤0.01% 9196
2023
Q2 		$414K Sell
66,513
-571,591
-90% -$3.69M ﹤0.01% 8343
2023
Q1 		$4.86M Buy
638,104
+530,235
+492% +$4.2M ﹤0.01% 3866
2022
Q4 		$863K Sell
107,869
-114,325
-51% -$784K ﹤0.01% 7088
2022
Q3 		$1.46M Buy
222,194
+153,952
+226% +$1.19M ﹤0.01% 6214
2022
Q2 		$618K Buy
68,242
+4,015
+6% +$27.3K ﹤0.01% 8174
2022
Q1 		$428K Sell
64,227
-853,125
-93% -$6.9M ﹤0.01% 9761
2021
Q4 		$7.68M Buy
917,352
+230,777
+34% +$3.05M ﹤0.01% 3532
2021
Q3 		$10.5M Buy
686,575
+605,575
+748% +$8.91M ﹤0.01% 2989
2021
Q2 		$1.65M Buy
+81,000
New +$1.59M ﹤0.01% 7083

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 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 $2.19B AUM 50.16% 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 $23.3B AUM 26.95% 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 $199M AUM 30.59% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Ken Griffin's YMM Position: Q1 2026 in Review

Ken Griffin increased its Full Truck Alliance (YMM) stake by 134% in Q1 2026, buying an estimated $5.6M and bringing the position to 1,028,630 shares worth $8.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

Ken Griffin first reported a position in YMM in Q2 2021 and has held it in 20 quarters since. The position peaked at $37.8M in Q3 2024. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Ken Griffin held 1,028,630 shares of Full Truck Alliance worth $8.54M as of Q1 2026.
  • Ken Griffin bought 588,787 Full Truck Alliance shares in Q1 2026, an estimated $5.6M.
  • Full Truck Alliance made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #3470 holding.
  • Ken Griffin first reported a position in Full Truck Alliance in Q2 2021 and has held it in 20 quarters since.
  • Ken Griffin's Full Truck Alliance position peaked at $37.8M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.