Oakum Bay Capital’s Full Truck Alliance YMM Stock Holding History

Oakum Bay 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 Q1	$62.3K	Buy	+7,500	New	+$71.3K	0.03%	71

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

Oakum Bay Capital's YMM Position: Q1 2026 in Review

Oakum Bay Capital opened a new position in Full Truck Alliance (YMM) in Q1 2026: 7,500 shares worth $62.3K. The stake represents 0.03% of the portfolio and ranks #71 among its holdings.

203 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Oakum Bay Capital held 7,500 shares of Full Truck Alliance worth $62.3K as of Q1 2026.
Full Truck Alliance was a new Oakum Bay Capital position in Q1 2026.
Full Truck Alliance made up 0.03% of Oakum Bay Capital's portfolio in Q1 2026, its #71 holding.
203 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

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