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LMR Partners’s Full Truck Alliance YMM Stock Holding History

LMR Partners’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
-804,412
Closed -$6.68M – 1836
2026
Q1 		$6.68M Buy
804,412
+174,202
+28% +$1.66M 0.01% 549
2025
Q4 		$6.76M Buy
+630,210
New +$7.56M 0.01% 500
2025
Q3 		– Sell
-20,000
Closed -$236K – 1687
2025
Q2 		$236K Sell
20,000
-110,000
-85% -$1.28M ﹤0.01% 1081
2025
Q1 		$1.66M Buy
130,000
+102,119
+366% +$1.23M 0.02% 689
2024
Q4 		$302K Buy
27,881
+5,646
+25% +$55.1K ﹤0.01% 905
2024
Q3 		$200K Sell
22,235
-97,765
-81% -$750K ﹤0.01% 992
2024
Q2 		$965K Buy
+120,000
New +$1.02M 0.01% 676
2023
Q3 		– Sell
-502,257
Closed -$3.12M – 1044
2023
Q2 		$3.12M Hold
502,257
– – 0.03% 302
2023
Q1 		$3.82M Buy
502,257
+185,620
+59% +$1.47M 0.06% 316
2022
Q4 		$2.53M Buy
+316,637
New +$2.17M 0.04% 454

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

LMR Partners's YMM Position: Q2 2026 in Review

LMR Partners sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 804,412 shares — an estimated $6.68M sold.

LMR Partners first reported a position in YMM in Q4 2022 and held it in 10 quarters. The position peaked at $6.76M in Q4 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • LMR Partners reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
  • LMR Partners sold 804,412 Full Truck Alliance shares in Q2 2026, an estimated $6.68M.
  • LMR Partners first reported a position in Full Truck Alliance in Q4 2022 and held it in 10 quarters.
  • LMR Partners's Full Truck Alliance position peaked at $6.76M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.