SoftBank Group’s Full Truck Alliance YMM Stock Holding History

SoftBank Group’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	$31.5M	Hold	3,884,483	–	–	0.17%	18
2026 Q1	$31.9M	Hold	3,884,483	–	–	0.28%	17
2025 Q4	$41.7M	Sell	3,884,483 -521,828	-12%	-$6.26M	0.27%	16
2025 Q3	$57.1M	Buy	4,406,311 +1,788,630	+68%	+$22.2M	0.22%	17
2025 Q2	$30.9M	Sell	2,617,681 -506,965	-16%	-$5.9M	0.12%	18
2025 Q1	$39.9M	Sell	3,124,646 -1,095,355	-26%	-$13.2M	0.14%	15
2024 Q4	$45.7M	Buy	4,220,001 +3,109,250	+280%	+$30.3M	0.2%	13
2024 Q3	$10M	Sell	1,110,751 -411,946	-27%	-$3.16M	0.05%	17
2024 Q2	$12.2M	Buy	1,522,697 +64,105	+4%	+$545K	0.06%	15
2024 Q1	$10.6M	Sell	1,458,592 -263,498	-15%	-$1.76M	0.06%	13
2023 Q4	$12.1M	Buy	1,722,090 +20,256	+1%	+$143K	0.07%	13
2023 Q3	$12M	Sell	1,701,834 -725,145	-30%	-$5M	0.13%	16
2023 Q2	$15.1M	Hold	2,426,979	–	–	0.17%	17
2023 Q1	$18.5M	Buy	+2,426,979	New	+$19.2M	0.24%	19

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

SoftBank Group's YMM Position: Q2 2026 in Review

SoftBank Group held its Full Truck Alliance (YMM) position steady in Q2 2026 at 3,884,483 shares worth $31.5M. The position accounts for 0.17% of the portfolio, ranked #18.

SoftBank Group first reported a position in YMM in Q1 2023 and has held it in 14 quarters since. The position peaked at $57.1M in Q3 2025. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

SoftBank Group held 3,884,483 shares of Full Truck Alliance worth $31.5M as of Q2 2026.
SoftBank Group left its Full Truck Alliance share count unchanged in Q2 2026.
Full Truck Alliance made up 0.17% of SoftBank Group's portfolio in Q2 2026, its #18 holding.
SoftBank Group first reported a position in Full Truck Alliance in Q1 2023 and has held it in 14 quarters since.
SoftBank Group's Full Truck Alliance position peaked at $57.1M in Q3 2025.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on SoftBank Group's 13F filing for Q2 2026, filed 14 Aug 2026.