Ruffer LLP’s Full Truck Alliance YMM Stock Holding History

Ruffer LLP’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	$46.4M	Buy	+5,724,180	New	+$48.7M	1.64%	15

Other funds holding YMM

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

EFMH

E Fund Management (HK) Central, Hong Kong $302M AUM 64.42% 1-Year Est. Return

Ruffer LLP's YMM Position: Q2 2026 in Review

Ruffer LLP opened a new position in Full Truck Alliance (YMM) in Q2 2026: 5,724,180 shares worth $46.4M. The stake represents 1.64% of the portfolio and ranks #15 among its holdings.

44 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Ruffer LLP held 5,724,180 shares of Full Truck Alliance worth $46.4M as of Q2 2026.
Full Truck Alliance was a new Ruffer LLP position in Q2 2026.
Full Truck Alliance made up 1.64% of Ruffer LLP's portfolio in Q2 2026, its #15 holding.
44 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.