Trium Capital’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$679K Sell
82,073
-2,385
-3% -$20.9K 0.85% 18
2026
Q2
$686K Buy
+84,458
New +$719K 0.42% 31
2026
Q1
– Sell
-85,402
Closed -$916K – 86
2025
Q4
$916K Buy
+85,402
New +$1.02M 0.71% 30

Other funds holding YMM

Trium Capital's YMM Position: Q3 2026 in Review

Trium Capital reduced its Full Truck Alliance (YMM) stake by 2.8% in Q3 2026, selling an estimated $20.9K and leaving 82,073 shares worth $679K. The position accounts for 0.85% of the portfolio, ranked #18.

Trium Capital first reported a position in YMM in Q4 2025 and has held it in 3 quarters since. The position peaked at $916K in Q4 2025. 12 funds tracked by Wall St. Rank hold YMM as of Q3 2026.

  • Trium Capital held 82,073 shares of Full Truck Alliance worth $679K as of Q3 2026.
  • Trium Capital sold 2,385 Full Truck Alliance shares in Q3 2026, an estimated $20.9K.
  • Full Truck Alliance made up 0.85% of Trium Capital's portfolio in Q3 2026, its #18 holding.
  • Trium Capital first reported a position in Full Truck Alliance in Q4 2025 and has held it in 3 quarters since.
  • Trium Capital's Full Truck Alliance position peaked at $916K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2026.

Based on Trium Capital's 13F filing for Q3 2026, filed 16 Oct 2026.