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
2025 Q2	–	Sell	-120,000	Closed	-$1.53M	–	6404
2025 Q1	$1.53M	Sell	120,000 -150,000	-56%	-$1.81M	﹤0.01%	4022
2024 Q4	$2.92M	Sell	270,000 -20,000	-7%	-$195K	﹤0.01%	3333
2024 Q3	$2.61M	Sell	290,000 -90,000	-24%	-$690K	﹤0.01%	3457
2024 Q2	$3.06M	Buy	+380,000	New	+$3.23M	﹤0.01%	3166
2023 Q3	–	Sell	-500,000	Closed	-$3.11M	–	6644
2023 Q2	$3.11M	Hold	500,000	–	–	﹤0.01%	3105
2023 Q1	$3.81M	Sell	500,000 -650,000	-57%	-$5.15M	﹤0.01%	2851
2022 Q4	$9.2M	Buy	+1,150,000	New	+$7.89M	0.01%	2223

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 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.