Old Mission Capital’s Full Truck Alliance YMM Stock Holding History

Old Mission 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 Q2	$281K	Buy	+34,641	New	+$295K	﹤0.01%	924
2025 Q3	–	Sell	-420,834	Closed	-$4.97M	–	1357
2025 Q2	$4.97M	Buy	+420,834	New	+$4.9M	0.08%	106
2024 Q4	–	Sell	-362,434	Closed	-$3.27M	–	1239
2024 Q3	$3.27M	Buy	+362,434	New	+$2.78M	0.05%	247
2024 Q1	–	Sell	-889,749	Closed	-$6.24M	–	1664
2023 Q4	$6.24M	Buy	+889,749	New	+$6.27M	0.11%	154
2023 Q3	–	Sell	-105,256	Closed	-$655K	–	1612
2023 Q2	$655K	Sell	105,256 -399,163	-79%	-$2.57M	0.01%	559
2023 Q1	$3.84M	Buy	504,419 +255,205	+102%	+$2.02M	0.08%	163
2022 Q4	$1.99M	Buy	+249,214	New	+$1.71M	0.06%	306
2022 Q3	–	Sell	-616,413	Closed	-$5.58M	–	1394
2022 Q2	$5.58M	Buy	+616,413	New	+$4.19M	0.16%	124

Other funds holding YMM

FBIL

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

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

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 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 Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Old Mission Capital's YMM Position: Q2 2026 in Review

Old Mission Capital opened a new position in Full Truck Alliance (YMM) in Q2 2026: 34,641 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in YMM as recently as Q2 2025.

Old Mission Capital first reported a position in YMM in Q2 2022 and has held it in 8 quarters since. The position peaked at $6.24M in Q4 2023. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Old Mission Capital held 34,641 shares of Full Truck Alliance worth $281K as of Q2 2026.
Full Truck Alliance was a new Old Mission Capital position in Q2 2026.
Full Truck Alliance made up ﹤0.01% of Old Mission Capital's portfolio in Q2 2026, its #924 holding.
Old Mission Capital first reported a position in Full Truck Alliance in Q2 2022 and has held it in 8 quarters since.
Old Mission Capital's Full Truck Alliance position peaked at $6.24M in Q4 2023.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.