SC US (TTGP)’s Full Truck Alliance YMM Stock Holding History

SC US (TTGP)’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	$108M	Hold	13,057,904	–	–	1.17%	8
2025 Q4	$140M	Hold	13,057,904	–	–	1%	8
2025 Q3	$169M	Hold	13,057,904	–	–	1.04%	8
2025 Q2	$154M	Hold	13,057,904	–	–	1.09%	8
2025 Q1	$167M	Hold	13,057,904	–	–	1.58%	7
2024 Q4	$141M	Hold	13,057,904	–	–	1.14%	8
2024 Q3	$118M	Hold	13,057,904	–	–	0.86%	9
2024 Q2	$105M	Hold	13,057,904	–	–	0.85%	9
2024 Q1	$94.9M	Sell	13,057,904 -19,151,592	-59%	-$128M	0.7%	9
2023 Q4	$226M	Hold	32,209,496	–	–	1.86%	8
2023 Q3	$227M	Hold	32,209,496	–	–	2.09%	7
2023 Q2	$200M	Hold	32,209,496	–	–	1.89%	7
2023 Q1	$245M	Hold	32,209,496	–	–	2.89%	5
2022 Q4	$258M	Hold	32,209,496	–	–	3.4%	6
2022 Q3	$211M	Hold	32,209,496	–	–	2.44%	6
2022 Q2	$292M	Hold	32,209,496	–	–	3.4%	5
2022 Q1	$215M	Hold	32,209,496	–	–	1.37%	7
2021 Q4	$270M	Buy	+32,209,496	New	+$426M	1.34%	8

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

SC US (TTGP)'s YMM Position: Q1 2026 in Review

SC US (TTGP) held its Full Truck Alliance (YMM) position steady in Q1 2026 at 13,057,904 shares worth $108M. The position accounts for 1.17% of the portfolio, ranked #8.

SC US (TTGP) first reported a position in YMM in Q4 2021 and has held it in 18 quarters since. The position peaked at $292M in Q2 2022. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

SC US (TTGP) held 13,057,904 shares of Full Truck Alliance worth $108M as of Q1 2026.
SC US (TTGP) left its Full Truck Alliance share count unchanged in Q1 2026.
Full Truck Alliance made up 1.17% of SC US (TTGP)'s portfolio in Q1 2026, its #8 holding.
SC US (TTGP) first reported a position in Full Truck Alliance in Q4 2021 and has held it in 18 quarters since.
SC US (TTGP)'s Full Truck Alliance position peaked at $292M in Q2 2022.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on SC US (TTGP)'s 13F filing for Q1 2026, filed 14 May 2026.