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Serenity Capital Management (Singapore)’s Full Truck Alliance YMM Stock Holding History

Serenity Capital Management (Singapore)’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 		$29.9M Hold
3,687,779
– – 9.03% 4
2026
Q1 		$30.6M Buy
3,687,779
+1,880,010
+104% +$17.9M 7.39% 7
2025
Q4 		$19.4M Buy
+1,807,769
New +$21.7M 5.15% 7

Other funds holding YMM

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
EHMS
Empower Harvest Management Services Grand Cayman, Cayman Islands $72.8M AUM 31.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Serenity Capital Management (Singapore)'s YMM Position: Q2 2026 in Review

Serenity Capital Management (Singapore) held its Full Truck Alliance (YMM) position steady in Q2 2026 at 3,687,779 shares worth $29.9M. The position accounts for 9.03% of the portfolio, ranked #4.

Serenity Capital Management (Singapore) first reported a position in YMM in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.6M in Q1 2026. 92 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Serenity Capital Management (Singapore) held 3,687,779 shares of Full Truck Alliance worth $29.9M as of Q2 2026.
  • Serenity Capital Management (Singapore) left its Full Truck Alliance share count unchanged in Q2 2026.
  • Full Truck Alliance made up 9.03% of Serenity Capital Management (Singapore)'s portfolio in Q2 2026, its #4 holding.
  • Serenity Capital Management (Singapore) first reported a position in Full Truck Alliance in Q4 2025 and has held it in 3 quarters since.
  • Serenity Capital Management (Singapore)'s Full Truck Alliance position peaked at $30.6M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Serenity Capital Management (Singapore)'s 13F filing for Q2 2026, filed 10 Aug 2026.