TB Alternative Assets’s Full Truck Alliance YMM Stock Holding History

TB Alternative Assets’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	$3.35M	Sell	412,834 -55,600	-12%	-$473K	0.54%	24
2026 Q1	$3.89M	Hold	468,434	–	–	0.81%	24
2025 Q4	$5.03M	Sell	468,434 -46,620	-9%	-$559K	0.82%	22
2025 Q3	$6.68M	Sell	515,054 -15,400	-3%	-$191K	1%	23
2025 Q2	$6.26M	Hold	530,454	–	–	1.16%	17
2025 Q1	$6.77M	Buy	530,454 +126,688	+31%	+$1.53M	1.57%	17
2024 Q4	$4.37M	Sell	403,766 -75,700	-16%	-$738K	1.12%	19
2024 Q3	$4.32M	Sell	479,466 -156,434	-25%	-$1.2M	1.03%	22
2024 Q2	$5.11M	Hold	635,900	–	–	1.19%	18
2024 Q1	$4.62M	Sell	635,900 -194,600	-23%	-$1.3M	1.16%	20
2023 Q4	$5.82M	Sell	830,500 -172,200	-17%	-$1.21M	1.55%	20
2023 Q3	$7.06M	Sell	1,002,700 -1,800	-0.2%	-$12.4K	1.92%	19
2023 Q2	$6.25M	Sell	1,004,500 -140,600	-12%	-$907K	1.55%	16
2023 Q1	$8.71M	Buy	+1,145,100	New	+$9.07M	2.15%	15

Other funds holding YMM

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

EFMH

E Fund Management (HK) Central, Hong Kong $302M AUM 64.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

TB Alternative Assets's YMM Position: Q2 2026 in Review

TB Alternative Assets reduced its Full Truck Alliance (YMM) stake by 12% in Q2 2026, selling an estimated $473K and leaving 412,834 shares worth $3.35M. The position accounts for 0.54% of the portfolio, ranked #24.

TB Alternative Assets first reported a position in YMM in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.71M in Q1 2023. 34 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

TB Alternative Assets held 412,834 shares of Full Truck Alliance worth $3.35M as of Q2 2026.
TB Alternative Assets sold 55,600 Full Truck Alliance shares in Q2 2026, an estimated $473K.
Full Truck Alliance made up 0.54% of TB Alternative Assets's portfolio in Q2 2026, its #24 holding.
TB Alternative Assets first reported a position in Full Truck Alliance in Q1 2023 and has held it in 14 quarters since.
TB Alternative Assets's Full Truck Alliance position peaked at $8.71M in Q1 2023.
34 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on TB Alternative Assets's 13F filing for Q2 2026, filed 17 Jul 2026.