North Star Investment Management’s Full Truck Alliance YMM Stock Holding History

North Star Investment 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	$465	Buy	56 +11	+24%	+$105	﹤0.01%	1621
2025 Q4	$483	Buy	+45	New	+$540	﹤0.01%	1512

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

North Star Investment Management's YMM Position: Q1 2026 in Review

North Star Investment Management increased its Full Truck Alliance (YMM) stake by 24% in Q1 2026, buying an estimated $105 and bringing the position to 56 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

North Star Investment Management first reported a position in YMM in Q4 2025 and has held it in 2 quarters since. The position peaked at $483 in Q4 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

North Star Investment Management held 56 shares of Full Truck Alliance worth $465 as of Q1 2026.
North Star Investment Management bought 11 Full Truck Alliance shares in Q1 2026, an estimated $105.
Full Truck Alliance made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1621 holding.
North Star Investment Management first reported a position in Full Truck Alliance in Q4 2025 and has held it in 2 quarters since.
North Star Investment Management's Full Truck Alliance position peaked at $483 in Q4 2025.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.