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Numerai’s Full Truck Alliance YMM Stock Holding History

Numerai’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 		$233K Buy
+28,736
New +$245K 0.02% 685
2025
Q2 		– Sell
-70,614
Closed -$902K – 657
2025
Q1 		$902K Sell
70,614
-100,922
-59% -$1.22M 0.17% 180
2024
Q4 		$1.86M Buy
+171,536
New +$1.67M 0.51% 53

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

Numerai's YMM Position: Q2 2026 in Review

Numerai opened a new position in Full Truck Alliance (YMM) in Q2 2026: 28,736 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #685 among its holdings. This is a return to the name: Numerai previously reported a position in YMM as recently as Q1 2025.

Numerai first reported a position in YMM in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.86M in Q4 2024. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Numerai held 28,736 shares of Full Truck Alliance worth $233K as of Q2 2026.
  • Full Truck Alliance was a new Numerai position in Q2 2026.
  • Full Truck Alliance made up 0.02% of Numerai's portfolio in Q2 2026, its #685 holding.
  • Numerai first reported a position in Full Truck Alliance in Q4 2024 and has held it in 3 quarters since.
  • Numerai's Full Truck Alliance position peaked at $1.86M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.