Quantessence Capital’s Full Truck Alliance YMM Stock Holding History

Quantessence 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	–	Sell	-41,976	Closed	-$348K	–	131
2026 Q1	$348K	Buy	+41,976	New	+$399K	1.7%	27

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

Quantessence Capital's YMM Position: Q2 2026 in Review

Quantessence Capital sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 41,976 shares — an estimated $348K sold.

Quantessence Capital first reported a position in YMM in Q1 2026 and held it in 1 quarter. The position peaked at $348K in Q1 2026. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Quantessence Capital reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
Quantessence Capital sold 41,976 Full Truck Alliance shares in Q2 2026, an estimated $348K.
Quantessence Capital first reported a position in Full Truck Alliance in Q1 2026 and held it in 1 quarter.
Quantessence Capital's Full Truck Alliance position peaked at $348K in Q1 2026.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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