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

OLP 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 Q2	$87M	Sell	10,716,590 -3,051,179	-22%	-$26M	21.75%	2
2026 Q1	$114M	Sell	13,767,769 -1,240,082	-8%	-$11.8M	12.14%	4
2025 Q4	$161M	Buy	15,007,851 +9,983,779	+199%	+$120M	31.38%	2
2025 Q3	$65.2M	Sell	5,024,072 -11,734,694	-70%	-$145M	11.5%	3
2025 Q2	$198M	Buy	16,758,766 +1,053,422	+7%	+$12.3M	25.59%	3
2025 Q1	$201M	Hold	15,705,344	–	–	26.03%	3
2024 Q4	$170M	Sell	15,705,344 -427,215	-3%	-$4.17M	21.5%	3
2024 Q3	$145M	Buy	16,132,559 +8,265,808	+105%	+$63.4M	21.72%	3
2024 Q2	$63.2M	Buy	+7,866,751	New	+$66.9M	9.47%	4

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

OLP Capital Management's YMM Position: Q2 2026 in Review

OLP Capital Management reduced its Full Truck Alliance (YMM) stake by 22% in Q2 2026, selling an estimated $26M and leaving 10,716,590 shares worth $87M. The position accounts for 21.75% of the portfolio, ranked #2.

OLP Capital Management first reported a position in YMM in Q2 2024 and has held it in 9 quarters since. The position peaked at $201M in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

OLP Capital Management held 10,716,590 shares of Full Truck Alliance worth $87M as of Q2 2026.
OLP Capital Management sold 3,051,179 Full Truck Alliance shares in Q2 2026, an estimated $26M.
Full Truck Alliance made up 21.75% of OLP Capital Management's portfolio in Q2 2026, its #2 holding.
OLP Capital Management first reported a position in Full Truck Alliance in Q2 2024 and has held it in 9 quarters since.
OLP Capital Management's Full Truck Alliance position peaked at $201M in Q1 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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