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Oaktree Capital Management’s Full Truck Alliance YMM Stock Holding History

Oaktree Capital 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 		– Sell
-3,519,764
Closed -$37.8M – 162
2025
Q4 		$37.8M Sell
3,519,764
-277,933
-7% -$3.33M 0.54% 47
2025
Q3 		$49.3M Buy
3,797,697
+1,955,360
+106% +$24.2M 0.76% 30
2025
Q2 		$21.8M Buy
+1,842,337
New +$21.4M 0.37% 47

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

Oaktree Capital Management's YMM Position: Q1 2026 in Review

Oaktree Capital Management sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 3,519,764 shares — an estimated $37.8M sold.

Oaktree Capital Management first reported a position in YMM in Q2 2025 and held it in 3 quarters. The position peaked at $49.3M in Q3 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Oaktree Capital Management reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
  • Oaktree Capital Management sold 3,519,764 Full Truck Alliance shares in Q1 2026, an estimated $37.8M.
  • Oaktree Capital Management first reported a position in Full Truck Alliance in Q2 2025 and held it in 3 quarters.
  • Oaktree Capital Management's Full Truck Alliance position peaked at $49.3M in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

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