Millennium Management
YMM icon

Millennium Management’s Full Truck Alliance YMM Stock Holding History

Millennium 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
Q1 		$38.8M Buy
4,679,856
+4,646,734
+14,029% +$44.2M 0.02% 1023
2025
Q4 		$355K Sell
33,122
-349,846
-91% -$4.2M ﹤0.01% 5157
2025
Q3 		$4.97M Sell
382,968
-612,542
-62% -$7.59M ﹤0.01% 3162
2025
Q2 		$11.8M Sell
995,510
-2,144,950
-68% -$25M 0.01% 2092
2025
Q1 		$40.1M Buy
3,140,460
+2,546,870
+429% +$30.7M 0.02% 927
2024
Q4 		$6.42M Sell
593,590
-1,399,453
-70% -$13.6M ﹤0.01% 2603
2024
Q3 		$18M Buy
1,993,043
+602,962
+43% +$4.63M 0.01% 1637
2024
Q2 		$11.2M Buy
1,390,081
+871,317
+168% +$7.41M 0.01% 1987
2024
Q1 		$3.77M Sell
518,764
-502,905
-49% -$3.36M ﹤0.01% 3159
2023
Q4 		$7.16M Sell
1,021,669
-923,445
-47% -$6.51M ﹤0.01% 2485
2023
Q3 		$13.7M Buy
+1,945,114
New +$13.4M 0.01% 1747
2023
Q2 		– Sell
-690,443
Closed -$4.45M – 6772
2023
Q1 		$5.25M Buy
690,443
+614,994
+815% +$4.87M ﹤0.01% 2568
2022
Q4 		$604K Sell
75,449
-15,971
-17% -$110K ﹤0.01% 4595
2022
Q3 		$599K Sell
91,420
-687,000
-88% -$5.3M ﹤0.01% 4801
2022
Q2 		$7.05M Buy
778,420
+762,962
+4,936% +$5.19M ﹤0.01% 2448
2022
Q1 		$103K Sell
15,458
-1,058,807
-99% -$8.57M ﹤0.01% 6128
2021
Q4 		$8.99M Buy
1,074,265
+1,042,771
+3,311% +$13.8M ﹤0.01% 2253
2021
Q3 		$483K Sell
31,494
-446,261
-93% -$6.57M ﹤0.01% 5382
2021
Q2 		$9.74M Buy
+477,755
New +$9.39M 0.01% 1943

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Millennium Management's YMM Position: Q1 2026 in Review

Millennium Management increased its Full Truck Alliance (YMM) stake by 14,029% in Q1 2026, buying an estimated $44.2M and bringing the position to 4,679,856 shares worth $38.8M. The position accounts for 0.02% of the portfolio, ranked #1023.

Millennium Management first reported a position in YMM in Q2 2021 and has held it in 19 quarters since. The position peaked at $40.1M in Q1 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Millennium Management held 4,679,856 shares of Full Truck Alliance worth $38.8M as of Q1 2026.
  • Millennium Management bought 4,646,734 Full Truck Alliance shares in Q1 2026, an estimated $44.2M.
  • Full Truck Alliance made up 0.02% of Millennium Management's portfolio in Q1 2026, its #1023 holding.
  • Millennium Management first reported a position in Full Truck Alliance in Q2 2021 and has held it in 19 quarters since.
  • Millennium Management's Full Truck Alliance position peaked at $40.1M in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.