Polunin Capital Partners’s Full Truck Alliance YMM Stock Holding History

Polunin Capital Partners’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	$26.6M	Sell	3,098,533 -54,300	-2%	-$462K	6.52%	7
2026 Q1	$26.1M	Buy	3,152,833 +700	+0%	+$6.66K	6.77%	7
2025 Q4	$31.1M	Buy	3,152,133 +6,787	+0.2%	+$81.4K	4.79%	8
2025 Q3	$42.1M	Sell	3,145,346 -101,800	-3%	-$1.26M	6.19%	5
2025 Q2	$41.2M	Sell	3,247,146 -8,600	-0.3%	-$100K	6.74%	5
2025 Q1	$33.7M	Sell	3,255,746 -52,576	-2%	-$634K	6.81%	5
2024 Q4	$37.2M	Sell	3,308,322 -29,102	-0.9%	-$284K	9.21%	3
2024 Q3	$29.6M	Buy	+3,337,424	New	+$25.6M	6.93%	8

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

Polunin Capital Partners's YMM Position: Q2 2026 in Review

Polunin Capital Partners reduced its Full Truck Alliance (YMM) stake by 1.7% in Q2 2026, selling an estimated $462K and leaving 3,098,533 shares worth $26.6M. The position accounts for 6.52% of the portfolio, ranked #7.

Polunin Capital Partners first reported a position in YMM in Q3 2024 and has held it in 8 quarters since. The position peaked at $42.1M in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Polunin Capital Partners held 3,098,533 shares of Full Truck Alliance worth $26.6M as of Q2 2026.
Polunin Capital Partners sold 54,300 Full Truck Alliance shares in Q2 2026, an estimated $462K.
Full Truck Alliance made up 6.52% of Polunin Capital Partners's portfolio in Q2 2026, its #7 holding.
Polunin Capital Partners first reported a position in Full Truck Alliance in Q3 2024 and has held it in 8 quarters since.
Polunin Capital Partners's Full Truck Alliance position peaked at $42.1M in Q3 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Polunin Capital Partners's 13F filing for Q2 2026, filed 15 Jul 2026.