Mariner
YMM icon

Mariner’s Full Truck Alliance YMM Stock Holding History

Mariner’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 		$291K Buy
35,831
+6,984
+24% +$59.4K ﹤0.01% 2868
2026
Q1 		$239K Sell
28,847
-8,908
-24% -$84.7K ﹤0.01% 3047
2025
Q4 		$405K Sell
37,755
-2,205
-6% -$26.4K ﹤0.01% 2605
2025
Q3 		$518K Sell
39,960
-8,325
-17% -$103K ﹤0.01% 2397
2025
Q2 		$570K Sell
48,285
-387
-0.8% -$4.5K ﹤0.01% 2225
2025
Q1 		$622K Sell
48,672
-5,760
-11% -$69.4K ﹤0.01% 2026
2024
Q4 		$589K Buy
54,432
+31,757
+140% +$310K ﹤0.01% 2050
2024
Q3 		$204K Buy
22,675
+8,642
+62% +$66.3K ﹤0.01% 2923
2024
Q2 		$113K Buy
14,033
+1,837
+15% +$15.6K ﹤0.01% 2934
2024
Q1 		$88.7K Sell
12,196
-21,851
-64% -$146K ﹤0.01% 2954
2023
Q4 		$239K Buy
34,047
+19,648
+136% +$139K ﹤0.01% 2539
2023
Q3 		$101K Sell
14,399
-34
-0.2% -$234 ﹤0.01% 2676
2023
Q2 		$89.8K Buy
+14,433
New +$93.1K ﹤0.01% 2653

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

Mariner's YMM Position: Q2 2026 in Review

Mariner increased its Full Truck Alliance (YMM) stake by 24% in Q2 2026, buying an estimated $59.4K and bringing the position to 35,831 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Mariner first reported a position in YMM in Q2 2023 and has held it in 13 quarters since. The position peaked at $622K in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Mariner held 35,831 shares of Full Truck Alliance worth $291K as of Q2 2026.
  • Mariner bought 6,984 Full Truck Alliance shares in Q2 2026, an estimated $59.4K.
  • Full Truck Alliance made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2868 holding.
  • Mariner first reported a position in Full Truck Alliance in Q2 2023 and has held it in 13 quarters since.
  • Mariner's Full Truck Alliance position peaked at $622K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.