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Landscape Capital Management’s Full Truck Alliance YMM Stock Holding History

Landscape Capital Management’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 		– Sell
-27,419
Closed -$228K – 939
2026
Q1 		$228K Buy
27,419
+9,465
+53% +$90K 0.01% 618
2025
Q4 		$193K Buy
+17,954
New +$215K 0.01% 616
2023
Q2 		– Sell
-69,339
Closed -$528K – 721
2023
Q1 		$528K Buy
+69,339
New +$549K 0.07% 235

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

Landscape Capital Management's YMM Position: Q2 2026 in Review

Landscape Capital Management sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 27,419 shares — an estimated $228K sold.

Landscape Capital Management first reported a position in YMM in Q1 2023 and held it in 3 quarters. The position peaked at $528K in Q1 2023. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Landscape Capital Management reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
  • Landscape Capital Management sold 27,419 Full Truck Alliance shares in Q2 2026, an estimated $228K.
  • Landscape Capital Management first reported a position in Full Truck Alliance in Q1 2023 and held it in 3 quarters.
  • Landscape Capital Management's Full Truck Alliance position peaked at $528K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Landscape Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.