NOSC
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North of South Capital’s Full Truck Alliance YMM Stock Holding History

North of South Capital’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 		$105M Buy
12,936,046
+1,817,923
+16% +$15.5M 7.73% 5
2026
Q1 		$92.3M Buy
11,118,123
+270,302
+2% +$2.57M 8.29% 5
2025
Q4 		$116M Buy
10,847,821
+240,446
+2% +$2.88M 10.46% 4
2025
Q3 		$138M Buy
10,607,375
+2,682,409
+34% +$33.2M 13.22% 2
2025
Q2 		$93.6M Buy
7,924,966
+1,767,038
+29% +$20.6M 9.84% 4
2025
Q1 		$78.6M Buy
6,157,928
+465,439
+8% +$5.61M 8.78% 3
2024
Q4 		$61.6M Buy
5,692,489
+2,436,130
+75% +$23.8M 7.48% 5
2024
Q3 		$29.3M Buy
+3,256,359
New +$25M 4.45% 9

Other funds holding YMM

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

North of South Capital's YMM Position: Q2 2026 in Review

North of South Capital increased its Full Truck Alliance (YMM) stake by 16% in Q2 2026, buying an estimated $15.5M and bringing the position to 12,936,046 shares worth $105M. The position accounts for 7.73% of the portfolio, ranked #5.

North of South Capital first reported a position in YMM in Q3 2024 and has held it in 8 quarters since. The position peaked at $138M in Q3 2025. 48 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • North of South Capital held 12,936,046 shares of Full Truck Alliance worth $105M as of Q2 2026.
  • North of South Capital bought 1,817,923 Full Truck Alliance shares in Q2 2026, an estimated $15.5M.
  • Full Truck Alliance made up 7.73% of North of South Capital's portfolio in Q2 2026, its #5 holding.
  • North of South Capital first reported a position in Full Truck Alliance in Q3 2024 and has held it in 8 quarters since.
  • North of South Capital's Full Truck Alliance position peaked at $138M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.