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Steve Schonfeld’s Full Truck Alliance YMM Stock Holding History

Steve Schonfeld’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 		– Sell
-466,297
Closed -$5M – 2750
2025
Q4 		$5M Buy
466,297
+340,988
+272% +$4.09M 0.02% 541
2025
Q3 		$1.63M Buy
+125,309
New +$1.55M 0.01% 1143
2025
Q2 		– Sell
-501,242
Closed -$6.4M – 2616
2025
Q1 		$6.4M Buy
501,242
+481,441
+2,431% +$5.8M 0.04% 452
2024
Q4 		$214K Sell
19,801
-14,799
-43% -$144K ﹤0.01% 1742
2024
Q3 		$312K Buy
+34,600
New +$265K ﹤0.01% 1634
2024
Q1 		– Sell
-625,240
Closed -$4.38M – 2467
2023
Q4 		$4.38M Sell
625,240
-2,334,146
-79% -$16.5M 0.03% 551
2023
Q3 		$20.8M Buy
2,959,386
+2,129,606
+257% +$14.7M 0.16% 173
2023
Q2 		$5.16M Sell
829,780
-2,482
-0.3% -$16K 0.04% 478
2023
Q1 		$6.33M Buy
832,262
+644,485
+343% +$5.11M 0.06% 382
2022
Q4 		$1.5M Buy
+187,777
New +$1.29M 0.01% 952
2022
Q2 		– Sell
-156,956
Closed -$1.05M – 3067
2022
Q1 		$1.05M Buy
+156,956
New +$1.27M 0.01% 968

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Steve Schonfeld's YMM Position: Q1 2026 in Review

Steve Schonfeld sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 466,297 shares — an estimated $5M sold.

Steve Schonfeld first reported a position in YMM in Q1 2022 and held it in 11 quarters. The position peaked at $20.8M in Q3 2023. 203 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Steve Schonfeld reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
  • Steve Schonfeld sold 466,297 Full Truck Alliance shares in Q1 2026, an estimated $5M.
  • Steve Schonfeld first reported a position in Full Truck Alliance in Q1 2022 and held it in 11 quarters.
  • Steve Schonfeld's Full Truck Alliance position peaked at $20.8M in Q3 2023.
  • 203 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.