LCM
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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
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 $2.32B AUM 8.06% 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 $3.88B AUM 23.82% 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 $21.8B AUM 23.45% 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 $206M AUM 31.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Landscape Capital Management's YMM Position: Q1 2026 in Review

Landscape Capital Management increased its Full Truck Alliance (YMM) stake by 53% in Q1 2026, buying an estimated $90K and bringing the position to 27,419 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #618.

Landscape Capital Management first reported a position in YMM in Q1 2023 and has held it in 3 quarters since. The position peaked at $528K in Q1 2023. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Landscape Capital Management held 27,419 shares of Full Truck Alliance worth $228K as of Q1 2026.
  • Landscape Capital Management bought 9,465 Full Truck Alliance shares in Q1 2026, an estimated $90K.
  • Full Truck Alliance made up 0.01% of Landscape Capital Management's portfolio in Q1 2026, its #618 holding.
  • Landscape Capital Management first reported a position in Full Truck Alliance in Q1 2023 and has held it in 3 quarters since.
  • Landscape Capital Management's Full Truck Alliance position peaked at $528K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Landscape Capital Management's 13F filing for Q1 2026, filed 12 May 2026.