Triata Capital’s Full Truck Alliance YMM Stock Holding History

Triata Capital’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	$19.2M	Buy	2,317,919 +313,200	+16%	+$2.98M	3.49%	9
2025 Q4	$21.5M	Buy	2,004,719 +995,500	+99%	+$11.9M	2.61%	11
2025 Q3	$13.1M	Buy	1,009,219 +522,800	+107%	+$6.48M	1.53%	13
2025 Q2	$5.74M	Buy	486,419 +86,400	+22%	+$1.01M	1.12%	13
2025 Q1	$5.11M	Buy	400,019 +329,736	+469%	+$3.97M	1.16%	11
2024 Q4	$760K	Buy	+70,283	New	+$685K	0.32%	11

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Triata Capital's YMM Position: Q1 2026 in Review

Triata Capital increased its Full Truck Alliance (YMM) stake by 16% in Q1 2026, buying an estimated $2.98M and bringing the position to 2,317,919 shares worth $19.2M. The position accounts for 3.49% of the portfolio, ranked #9.

Triata Capital first reported a position in YMM in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.5M in Q4 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Triata Capital held 2,317,919 shares of Full Truck Alliance worth $19.2M as of Q1 2026.
Triata Capital bought 313,200 Full Truck Alliance shares in Q1 2026, an estimated $2.98M.
Full Truck Alliance made up 3.49% of Triata Capital's portfolio in Q1 2026, its #9 holding.
Triata Capital first reported a position in Full Truck Alliance in Q4 2024 and has held it in 6 quarters since.
Triata Capital's Full Truck Alliance position peaked at $21.5M in Q4 2025.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Triata Capital's 13F filing for Q1 2026, filed 14 May 2026.