Oaktree Fund Advisors’s Full Truck Alliance YMM Stock Holding History

Oaktree Fund Advisors’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	-209,099	Closed	-$2.24M	–	19
2025 Q4	$2.24M	Sell	209,099 -11,400	-5%	-$137K	4.15%	9
2025 Q3	$2.86M	Buy	220,499 +112,608	+104%	+$1.39M	5.27%	8
2025 Q2	$1.27M	Buy	+107,891	New	+$1.26M	2.21%	12

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Oaktree Fund Advisors's YMM Position: Q1 2026 in Review

Oaktree Fund Advisors sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 209,099 shares — an estimated $2.24M sold.

Oaktree Fund Advisors first reported a position in YMM in Q2 2025 and held it in 3 quarters. The position peaked at $2.86M in Q3 2025. 203 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Oaktree Fund Advisors reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
Oaktree Fund Advisors sold 209,099 Full Truck Alliance shares in Q1 2026, an estimated $2.24M.
Oaktree Fund Advisors first reported a position in Full Truck Alliance in Q2 2025 and held it in 3 quarters.
Oaktree Fund Advisors's Full Truck Alliance position peaked at $2.86M in Q3 2025.
203 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

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