Renaissance Technologies’s Full Truck Alliance YMM Stock Holding History

Renaissance Technologies’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	$7.01M	Sell	863,800 -532,829	-38%	-$4.53M	0.01%	1263
2026 Q1	$11.6M	Buy	+1,396,629	New	+$13.3M	0.02%	899
2022 Q4	–	Sell	-18,900	Closed	-$124K	–	4468
2022 Q3	$124K	Buy	+18,900	New	+$146K	﹤0.01%	3522
2022 Q2	–	Sell	-237,700	Closed	-$1.58M	–	4630
2022 Q1	$1.58M	Sell	237,700 -2,087,057	-90%	-$16.9M	﹤0.01%	2411
2021 Q4	$19.5M	Buy	+2,324,757	New	+$30.7M	0.02%	731

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

Renaissance Technologies's YMM Position: Q2 2026 in Review

Renaissance Technologies reduced its Full Truck Alliance (YMM) stake by 38% in Q2 2026, selling an estimated $4.53M and leaving 863,800 shares worth $7.01M. The position accounts for 0.01% of the portfolio, ranked #1263.

Renaissance Technologies first reported a position in YMM in Q4 2021 and has held it in 5 quarters since. The position peaked at $19.5M in Q4 2021. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Renaissance Technologies held 863,800 shares of Full Truck Alliance worth $7.01M as of Q2 2026.
Renaissance Technologies sold 532,829 Full Truck Alliance shares in Q2 2026, an estimated $4.53M.
Full Truck Alliance made up 0.01% of Renaissance Technologies's portfolio in Q2 2026, its #1263 holding.
Renaissance Technologies first reported a position in Full Truck Alliance in Q4 2021 and has held it in 5 quarters since.
Renaissance Technologies's Full Truck Alliance position peaked at $19.5M in Q4 2021.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.