Macquarie Group’s Full Truck Alliance YMM Stock Holding History

Macquarie Group’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	$272K	Buy	+33,559	New	+$286K	﹤0.01%	769
2025 Q3	–	Sell	-300,000	Closed	-$3.54M	–	1712
2025 Q2	$3.54M	Sell	300,000 -29,162	-9%	-$339K	﹤0.01%	1063
2025 Q1	$4.2M	Hold	329,162	–	–	0.01%	1022
2024 Q4	$3.56M	Sell	329,162 -4,813	-1%	-$46.9K	﹤0.01%	1025
2024 Q3	$3.01M	Hold	333,975	–	–	﹤0.01%	1103
2024 Q2	$2.69M	Hold	333,975	–	–	﹤0.01%	1139
2024 Q1	$2.43M	Hold	333,975	–	–	﹤0.01%	1164
2023 Q4	$2.34M	Sell	333,975 -1,500,000	-82%	-$10.6M	﹤0.01%	1177
2023 Q3	$12.9M	Hold	1,833,975	–	–	0.02%	731
2023 Q2	$11.4M	Hold	1,833,975	–	–	0.01%	758
2023 Q1	$14M	Sell	1,833,975 -38,200	-2%	-$303K	0.02%	745
2022 Q4	$15M	Hold	1,872,175	–	–	0.02%	753
2022 Q3	$12.3M	Sell	1,872,175 -20,570	-1%	-$159K	0.02%	789
2022 Q2	$17.1M	Hold	1,892,745	–	–	0.02%	734
2022 Q1	$12.6M	Buy	+1,892,745	New	+$15.3M	0.01%	879

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

Macquarie Group's YMM Position: Q2 2026 in Review

Macquarie Group opened a new position in Full Truck Alliance (YMM) in Q2 2026: 33,559 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Macquarie Group previously reported a position in YMM as recently as Q2 2025.

Macquarie Group first reported a position in YMM in Q1 2022 and has held it in 15 quarters since. The position peaked at $17.1M in Q2 2022. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Macquarie Group held 33,559 shares of Full Truck Alliance worth $272K as of Q2 2026.
Full Truck Alliance was a new Macquarie Group position in Q2 2026.
Full Truck Alliance made up ﹤0.01% of Macquarie Group's portfolio in Q2 2026, its #769 holding.
Macquarie Group first reported a position in Full Truck Alliance in Q1 2022 and has held it in 15 quarters since.
Macquarie Group's Full Truck Alliance position peaked at $17.1M in Q2 2022.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.