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 		$520K Buy
62,700
+45,800
+271% +$436K ﹤0.01% 9205
2025
Q4 		$181K Sell
16,900
-5,800
-26% -$69.5K ﹤0.01% 11116
2025
Q3 		$294K Sell
22,700
-59,100
-72% -$732K ﹤0.01% 10412
2025
Q2 		$966K Sell
81,800
-85,400
-51% -$994K ﹤0.01% 7179
2025
Q1 		$2.14M Buy
167,200
+113,200
+210% +$1.36M ﹤0.01% 5409
2024
Q4 		$584K Buy
54,000
+35,300
+189% +$344K ﹤0.01% 8217
2024
Q3 		$168K Sell
18,700
-100
-0.5% -$767 ﹤0.01% 10401
2024
Q2 		$151K Sell
18,800
-86,200
-82% -$733K ﹤0.01% 10341
2024
Q1 		$763K Buy
105,000
+56,900
+118% +$380K ﹤0.01% 7488
2023
Q4 		$337K Buy
48,100
+22,200
+86% +$157K ﹤0.01% 8931
2023
Q3 		$182K Sell
25,900
-18,600
-42% -$128K ﹤0.01% 10064
2023
Q2 		$277K Sell
44,500
-7,500
-14% -$48.4K ﹤0.01% 9221
2023
Q1 		$396K Hold
52,000
– – ﹤0.01% 8796
2022
Q4 		$416K Buy
52,000
+18,000
+53% +$123K ﹤0.01% 8621
2022
Q3 		$223K Buy
34,000
+21,600
+174% +$167K ﹤0.01% 10195
2022
Q2 		$112K Sell
12,400
-19,300
-61% -$131K ﹤0.01% 11310
2022
Q1 		$211K Buy
+31,700
New +$256K ﹤0.01% 11402

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.