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 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 $2.32B 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

Two Sigma Securities's YMM Position: Q1 2026 in Review

Two Sigma Securities increased its Full Truck Alliance (YMM) stake by 109% in Q1 2026, buying an estimated $191K and bringing the position to 38,525 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #736.

Two Sigma Securities first reported a position in YMM in Q3 2022 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Two Sigma Securities held 38,525 shares of Full Truck Alliance worth $320K as of Q1 2026.
Two Sigma Securities bought 20,059 Full Truck Alliance shares in Q1 2026, an estimated $191K.
Full Truck Alliance made up 0.04% of Two Sigma Securities's portfolio in Q1 2026, its #736 holding.
Two Sigma Securities first reported a position in Full Truck Alliance in Q3 2022 and has held it in 8 quarters since.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Two Sigma Securities's 13F filing for Q1 2026, filed 15 May 2026.