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Matthews International Capital Management’s Full Truck Alliance YMM Stock Holding History

Matthews International 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
Q2 		$7.04M Buy
867,295
+609,468
+236% +$5.19M 2.41% 14
2026
Q1 		$2.14M Sell
257,827
-1,038,362
-80% -$9.88M 0.87% 30
2025
Q4 		$13.9M Sell
1,296,189
-555,249
-30% -$6.66M 4.22% 8
2025
Q3 		$24M Sell
1,851,438
-1,128,394
-38% -$14M 5.59% 6
2025
Q2 		$35.2M Sell
2,979,832
-593,743
-17% -$6.91M 8.09% 4
2025
Q1 		$45.6M Buy
3,573,575
+284,533
+9% +$3.43M 9.42% 3
2024
Q4 		$35.6M Sell
3,289,042
-3,223,629
-49% -$31.4M 7.27% 6
2024
Q3 		$58.7M Sell
6,512,671
-424,098
-6% -$3.25M 9.66% 3
2024
Q2 		$55.8M Sell
6,936,769
-52,525
-0.8% -$447K 12.14% 2
2024
Q1 		$50.8M Sell
6,989,294
-1,981,589
-22% -$13.2M 10.01% 1
2023
Q4 		$62.9M Sell
8,970,883
-148,646
-2% -$1.05M 8.84% 4
2023
Q3 		$64.2M Buy
9,119,529
+2,629,125
+41% +$18.1M 7.77% 5
2023
Q2 		$40.4M Buy
6,490,404
+1,303,158
+25% +$8.41M 4.73% 6
2023
Q1 		$39.5M Buy
5,187,246
+764,055
+17% +$6.05M 3.94% 6
2022
Q4 		$35.4M Buy
4,423,191
+2,439,468
+123% +$16.7M 4.18% 6
2022
Q3 		$13M Buy
1,983,723
+241,160
+14% +$1.86M 1.89% 12
2022
Q2 		$15.8M Buy
1,742,563
+504,300
+41% +$3.43M 2.27% 13
2022
Q1 		$8.26M Buy
1,238,263
+703,763
+132% +$5.69M 1.14% 17
2021
Q4 		$4.47M Buy
534,500
+363,300
+212% +$4.8M 0.47% 22
2021
Q3 		$2.62M Sell
171,200
-56,600
-25% -$833K 0.16% 30
2021
Q2 		$4.64M Buy
+227,800
New +$4.48M 0.19% 35

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

Matthews International Capital Management's YMM Position: Q2 2026 in Review

Matthews International Capital Management increased its Full Truck Alliance (YMM) stake by 236% in Q2 2026, buying an estimated $5.19M and bringing the position to 867,295 shares worth $7.04M. The position accounts for 2.41% of the portfolio, ranked #14.

Matthews International Capital Management first reported a position in YMM in Q2 2021 and has held it in 21 quarters since. The position peaked at $64.2M in Q3 2023. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Matthews International Capital Management held 867,295 shares of Full Truck Alliance worth $7.04M as of Q2 2026.
  • Matthews International Capital Management bought 609,468 Full Truck Alliance shares in Q2 2026, an estimated $5.19M.
  • Full Truck Alliance made up 2.41% of Matthews International Capital Management's portfolio in Q2 2026, its #14 holding.
  • Matthews International Capital Management first reported a position in Full Truck Alliance in Q2 2021 and has held it in 21 quarters since.
  • Matthews International Capital Management's Full Truck Alliance position peaked at $64.2M in Q3 2023.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Matthews International Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.