Two Sigma Securities’s Full Truck Alliance YMM Stock Holding History

Two Sigma Securities’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	–	Sell	-38,525	Closed	-$320K	–	2462
2026 Q1	$320K	Buy	38,525 +20,059	+109%	+$191K	0.04%	736
2025 Q4	$198K	Buy	+18,466	New	+$221K	0.03%	878
2025 Q3	–	Sell	-10,902	Closed	-$129K	–	2086
2025 Q2	$129K	Buy	+10,902	New	+$127K	0.02%	1009
2024 Q4	–	Sell	-29,752	Closed	-$268K	–	3398
2024 Q3	$268K	Buy	+29,752	New	+$228K	﹤0.01%	1876
2024 Q2	–	Sell	-19,426	Closed	-$141K	–	3772
2024 Q1	$141K	Buy	19,426 +2,701	+16%	+$18K	﹤0.01%	2417
2023 Q4	$117K	Buy	16,725 +669	+4%	+$4.72K	﹤0.01%	2499
2023 Q3	$113K	Buy	+16,056	New	+$111K	﹤0.01%	2385
2022 Q4	–	Sell	-12,409	Closed	-$81K	–	3356
2022 Q3	$81K	Buy	+12,409	New	+$95.7K	﹤0.01%	2127

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

Two Sigma Securities's YMM Position: Q2 2026 in Review

Two Sigma Securities sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 38,525 shares — an estimated $320K sold.

Two Sigma Securities first reported a position in YMM in Q3 2022 and held it in 8 quarters. The position peaked at $320K in Q1 2026. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Two Sigma Securities reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
Two Sigma Securities sold 38,525 Full Truck Alliance shares in Q2 2026, an estimated $320K.
Two Sigma Securities first reported a position in Full Truck Alliance in Q3 2022 and held it in 8 quarters.
Two Sigma Securities's Full Truck Alliance position peaked at $320K in Q1 2026.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Two Sigma Securities's 13F filing for Q2 2026, filed 14 Aug 2026.