Simplex Trading’s Full Truck Alliance YMM Stock Holding History

Simplex Trading’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	$160K	Buy	19,698 +8,381	+74%	+$71.3K	﹤0.01%	4992
2026 Q1	$93.9K	Sell	11,317 -28,378	-71%	-$270K	﹤0.01%	5160
2025 Q4	$426K	Sell	39,695 -66,155	-62%	-$793K	﹤0.01%	3460
2025 Q3	$1.37M	Buy	105,850 +45,063	+74%	+$558K	﹤0.01%	2714
2025 Q2	$717K	Sell	60,787 -31,042	-34%	-$361K	﹤0.01%	3140
2025 Q1	$1.17M	Buy	+91,829	New	+$1.11M	﹤0.01%	2546
2024 Q4	–	Sell	-29,052	Closed	-$283K	–	9795
2024 Q3	$261K	Sell	29,052 -4,162	-13%	-$31.9K	﹤0.01%	4265
2024 Q2	$267K	Buy	+33,214	New	+$282K	﹤0.01%	4357
2023 Q4	–	Sell	-18,057	Closed	-$127K	–	10001
2023 Q3	$127K	Buy	+18,057	New	+$125K	﹤0.01%	4850
2022 Q4	–	Sell	-2,454	Closed	-$16.8K	–	10631
2022 Q3	$16K	Buy	+2,454	New	+$18.9K	﹤0.01%	7788
2022 Q2	–	Sell	-27,914	Closed	-$190K	–	11277
2022 Q1	$186K	Buy	27,914 +24,684	+764%	+$200K	﹤0.01%	5265
2021 Q4	$27K	Buy	+3,230	New	+$42.7K	﹤0.01%	8050

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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 Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Simplex Trading's YMM Position: Q2 2026 in Review

Simplex Trading increased its Full Truck Alliance (YMM) stake by 74% in Q2 2026, buying an estimated $71.3K and bringing the position to 19,698 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #4992.

Simplex Trading first reported a position in YMM in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.37M in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Simplex Trading held 19,698 shares of Full Truck Alliance worth $160K as of Q2 2026.
Simplex Trading bought 8,381 Full Truck Alliance shares in Q2 2026, an estimated $71.3K.
Full Truck Alliance made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4992 holding.
Simplex Trading first reported a position in Full Truck Alliance in Q4 2021 and has held it in 12 quarters since.
Simplex Trading's Full Truck Alliance position peaked at $1.37M in Q3 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.