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Krane Funds Advisors’s Full Truck Alliance YMM Stock Holding History

Krane Funds Advisors’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 		$230M Sell
28,352,796
-248,133
-0.9% -$2.11M 8.16% 2
2026
Q1 		$236M Sell
28,600,929
-3,499,807
-11% -$33.3M 9.7% 2
2025
Q4 		$344M Buy
32,100,736
+3,935,263
+14% +$47.2M 11.18% 3
2025
Q3 		$352M Buy
28,165,473
+5,880,548
+26% +$72.8M 10.01% 4
2025
Q2 		$263M Sell
22,284,925
-3,922,240
-15% -$45.6M 10.35% 4
2025
Q1 		$335M Buy
26,207,165
+4,931,028
+23% +$59.4M 9.62% 4
2024
Q4 		$230M Sell
21,276,137
-4,667,880
-18% -$45.5M 9.42% 3
2024
Q3 		$234M Sell
25,944,017
-1,504,961
-5% -$11.5M 8.4% 5
2024
Q2 		$221M Sell
27,448,978
-6,231,012
-19% -$53M 9.31% 4
2024
Q1 		$253M Buy
33,679,990
+962,010
+3% +$6.42M 10.38% 4
2023
Q4 		$229M Sell
32,717,980
-2,867,326
-8% -$20.2M 9.56% 4
2023
Q3 		$251M Buy
35,585,306
+4,348,800
+14% +$30M 10.28% 2
2023
Q2 		$194M Buy
31,236,506
+1,298,589
+4% +$8.38M 10.24% 3
2023
Q1 		$224M Sell
29,937,917
-3,105,464
-9% -$24.6M 10.24% 4
2022
Q4 		$264M Sell
33,043,381
-910,736
-3% -$6.25M 10.8% 3
2022
Q3 		$222M Sell
33,954,117
-3,649,569
-10% -$28.2M 11.53% 3
2022
Q2 		$341M Buy
37,603,686
+8,277,151
+28% +$56.3M 12.15% 3
2022
Q1 		$196M Buy
29,326,535
+6,129,303
+26% +$49.6M 8.09% 4
2021
Q4 		$194M Buy
23,197,232
+1,016,085
+5% +$13.4M 4.87% 8
2021
Q3 		$340M Buy
+22,181,147
New +$326M 7.04% 5

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
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
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

Krane Funds Advisors's YMM Position: Q2 2026 in Review

Krane Funds Advisors reduced its Full Truck Alliance (YMM) stake by 0.87% in Q2 2026, selling an estimated $2.11M and leaving 28,352,796 shares worth $230M. The position accounts for 8.16% of the portfolio, ranked #2.

Krane Funds Advisors first reported a position in YMM in Q3 2021 and has held it in 20 quarters since. The position peaked at $352M in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Krane Funds Advisors held 28,352,796 shares of Full Truck Alliance worth $230M as of Q2 2026.
  • Krane Funds Advisors sold 248,133 Full Truck Alliance shares in Q2 2026, an estimated $2.11M.
  • Full Truck Alliance made up 8.16% of Krane Funds Advisors's portfolio in Q2 2026, its #2 holding.
  • Krane Funds Advisors first reported a position in Full Truck Alliance in Q3 2021 and has held it in 20 quarters since.
  • Krane Funds Advisors's Full Truck Alliance position peaked at $352M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Krane Funds Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.