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

QRG 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	$171K	Buy	21,039 +7,976	+61%	+$67.9K	﹤0.01%	1192
2026 Q1	$108K	Sell	13,063 -5,104	-28%	-$48.5K	﹤0.01%	1121
2025 Q4	$195K	Buy	18,167 +5,869	+48%	+$70.4K	﹤0.01%	1048
2025 Q3	$160K	Sell	12,298 -2,240	-15%	-$27.7K	﹤0.01%	1009
2025 Q2	$172K	Sell	14,538 -10,164	-41%	-$118K	﹤0.01%	1085
2025 Q1	$315K	Buy	+24,702	New	+$298K	﹤0.01%	900

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

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

QRG Capital Management increased its Full Truck Alliance (YMM) stake by 61% in Q2 2026, buying an estimated $67.9K and bringing the position to 21,039 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

QRG Capital Management first reported a position in YMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $315K in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

QRG Capital Management held 21,039 shares of Full Truck Alliance worth $171K as of Q2 2026.
QRG Capital Management bought 7,976 Full Truck Alliance shares in Q2 2026, an estimated $67.9K.
Full Truck Alliance made up ﹤0.01% of QRG Capital Management's portfolio in Q2 2026, its #1192 holding.
QRG Capital Management first reported a position in Full Truck Alliance in Q1 2025 and has held it in 6 quarters since.
QRG Capital Management's Full Truck Alliance position peaked at $315K in Q1 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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