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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
Q2 		$42.8M Hold
5,272,390
– – 0.56% 8
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 $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

SB Investment Advisers (UK)'s YMM Position: Q2 2026 in Review

SB Investment Advisers (UK) held its Full Truck Alliance (YMM) position steady in Q2 2026 at 5,272,390 shares worth $42.8M. The position accounts for 0.56% of the portfolio, ranked #8.

SB Investment Advisers (UK) first reported a position in YMM in Q3 2022 and has held it in 16 quarters since. The position peaked at $282M in Q4 2024. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • SB Investment Advisers (UK) held 5,272,390 shares of Full Truck Alliance worth $42.8M as of Q2 2026.
  • SB Investment Advisers (UK) left its Full Truck Alliance share count unchanged in Q2 2026.
  • Full Truck Alliance made up 0.56% of SB Investment Advisers (UK)'s portfolio in Q2 2026, its #8 holding.
  • SB Investment Advisers (UK) first reported a position in Full Truck Alliance in Q3 2022 and has held it in 16 quarters since.
  • SB Investment Advisers (UK)'s Full Truck Alliance position peaked at $282M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on SB Investment Advisers (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.