Long Corridor Asset Management’s Full Truck Alliance YMM Stock Holding History

Long Corridor Asset 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	-146,000	Closed	-$1.21M	–	44
2026 Q1	$1.21M	Buy	+146,000	New	+$1.39M	0.29%	29
2024 Q3	–	Sell	-50,000	Closed	-$402K	–	27
2024 Q2	$402K	Buy	+50,000	New	+$425K	0.38%	18
2023 Q2	–	Sell	-100,000	Closed	-$761K	–	18
2023 Q1	$761K	Sell	100,000 -650,000	-87%	-$5.15M	0.91%	14
2022 Q4	$6M	Sell	750,000 -900,000	-55%	-$6.17M	6.71%	5
2022 Q3	$10.8M	Buy	1,650,000 +120,000	+8%	+$926K	9.88%	3
2022 Q2	$13.9M	Buy	+1,530,000	New	+$10.4M	11.69%	4

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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 Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Long Corridor Asset Management's YMM Position: Q2 2026 in Review

Long Corridor Asset Management sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 146,000 shares — an estimated $1.21M sold.

Long Corridor Asset Management first reported a position in YMM in Q2 2022 and held it in 6 quarters. The position peaked at $13.9M in Q2 2022. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Long Corridor Asset Management reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
Long Corridor Asset Management sold 146,000 Full Truck Alliance shares in Q2 2026, an estimated $1.21M.
Long Corridor Asset Management first reported a position in Full Truck Alliance in Q2 2022 and held it in 6 quarters.
Long Corridor Asset Management's Full Truck Alliance position peaked at $13.9M in Q2 2022.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Long Corridor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.