Polymer Capital Management (HK)’s Full Truck Alliance YMM Stock Holding History

Polymer Capital Management (HK)’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	–	Sell	-149,143	Closed	-$1.24M	–	212
2026 Q1	$1.24M	Buy	+149,143	New	+$1.42M	0.11%	93
2025 Q4	–	Sell	-23,149	Closed	-$300K	–	271
2025 Q3	$300K	Sell	23,149 -215,175	-90%	-$2.67M	0.04%	175
2025 Q2	$2.81M	Sell	238,324 -595,074	-71%	-$6.93M	0.43%	62
2025 Q1	$10.6M	Buy	833,398 +402,726	+94%	+$4.85M	1.81%	20
2024 Q4	$4.66M	Sell	430,672 -38,328	-8%	-$374K	0.81%	31
2024 Q3	$4.23M	Buy	469,000 +199,000	+74%	+$1.53M	0.98%	33
2024 Q2	$2.17M	Sell	270,000 -89,000	-25%	-$757K	0.44%	57
2024 Q1	$2.61M	Buy	359,000 +188,100	+110%	+$1.26M	0.66%	44
2023 Q4	$1.2M	Buy	+170,900	New	+$1.21M	0.41%	60

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

Polymer Capital Management (HK)'s YMM Position: Q2 2026 in Review

Polymer Capital Management (HK) sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 149,143 shares — an estimated $1.24M sold.

Polymer Capital Management (HK) first reported a position in YMM in Q4 2023 and held it in 9 quarters. The position peaked at $10.6M in Q1 2025. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Polymer Capital Management (HK) reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
Polymer Capital Management (HK) sold 149,143 Full Truck Alliance shares in Q2 2026, an estimated $1.24M.
Polymer Capital Management (HK) first reported a position in Full Truck Alliance in Q4 2023 and held it in 9 quarters.
Polymer Capital Management (HK)'s Full Truck Alliance position peaked at $10.6M in Q1 2025.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.