SB Investment Advisers (UK)’s Full Truck Alliance YMM Stock Holding History

SB Investment Advisers (UK)’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 Q1	$43.8M	Hold	5,272,390	–	–	0.57%	9
2025 Q4	$56.6M	Sell	5,272,390 -4,852,722	-48%	-$58.2M	0.57%	9
2025 Q3	$131M	Buy	10,125,112 +6,928,161	+217%	+$85.8M	0.99%	6
2025 Q2	$37.8M	Sell	3,196,951 -3,841,674	-55%	-$44.7M	0.3%	8
2025 Q1	$89.9M	Sell	7,038,625 -19,046,304	-73%	-$230M	0.82%	7
2024 Q4	$282M	Buy	26,084,929 +20,919,538	+405%	+$204M	2.48%	5
2024 Q3	$46.5M	Sell	5,165,391 -3,167,166	-38%	-$24.3M	0.38%	9
2024 Q2	$67M	Sell	8,332,557 -1,279,806	-13%	-$10.9M	0.62%	9
2024 Q1	$69.9M	Sell	9,612,363 -2,981,747	-24%	-$19.9M	0.69%	9
2023 Q4	$88.3M	Buy	12,594,110 +3,842,473	+44%	+$27.1M	0.79%	9
2023 Q3	$61.6M	Sell	8,751,637 -8,341,821	-49%	-$57.5M	0.51%	9
2023 Q2	$106M	Sell	17,093,458 -147,982	-0.9%	-$954K	0.81%	9
2023 Q1	$131M	Buy	17,241,440 +8,505,744	+97%	+$67.4M	1.08%	8
2022 Q4	$69.9M	Buy	8,735,696 +4,397,731	+101%	+$30.2M	0.58%	9
2022 Q3	$28.4M	Buy	+4,337,965	New	+$33.5M	0.22%	13

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

SB Investment Advisers (UK)'s YMM Position: Q1 2026 in Review

SB Investment Advisers (UK) held its Full Truck Alliance (YMM) position steady in Q1 2026 at 5,272,390 shares worth $43.8M. The position accounts for 0.57% of the portfolio, ranked #9.

SB Investment Advisers (UK) first reported a position in YMM in Q3 2022 and has held it in 15 quarters since. The position peaked at $282M in Q4 2024. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

SB Investment Advisers (UK) held 5,272,390 shares of Full Truck Alliance worth $43.8M as of Q1 2026.
SB Investment Advisers (UK) left its Full Truck Alliance share count unchanged in Q1 2026.
Full Truck Alliance made up 0.57% of SB Investment Advisers (UK)'s portfolio in Q1 2026, its #9 holding.
SB Investment Advisers (UK) first reported a position in Full Truck Alliance in Q3 2022 and has held it in 15 quarters since.
SB Investment Advisers (UK)'s Full Truck Alliance position peaked at $282M in Q4 2024.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on SB Investment Advisers (UK)'s 13F filing for Q1 2026, filed 18 May 2026.