Voloridge Investment Management’s Full Truck Alliance YMM Stock Holding History

Voloridge Investment Management’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	$19.8M	Sell	2,435,496 -2,280,942	-48%	-$19.4M	0.08%	304
2026 Q1	$39.1M	Buy	+4,716,438	New	+$44.9M	0.16%	182
2025 Q4	–	Sell	-2,138,092	Closed	-$27.7M	–	1385
2025 Q3	$27.7M	Buy	+2,138,092	New	+$26.5M	0.09%	264
2025 Q2	–	Sell	-4,484,587	Closed	-$57.3M	–	1421
2025 Q1	$57.3M	Sell	4,484,587 -2,680,327	-37%	-$32.3M	0.21%	130
2024 Q4	$77.5M	Buy	7,164,914 +2,871,204	+67%	+$28M	0.27%	98
2024 Q3	$38.7M	Sell	4,293,710 -269,067	-6%	-$2.06M	0.14%	221
2024 Q2	$36.7M	Buy	4,562,777 +3,739,606	+454%	+$31.8M	0.14%	220
2024 Q1	$5.98M	Buy	823,171 +455,010	+124%	+$3.04M	0.02%	614
2023 Q4	$2.58M	Buy	368,161 +221,953	+152%	+$1.57M	0.01%	770
2023 Q3	$1.03M	Buy	+146,208	New	+$1.01M	0.01%	1087
2023 Q1	–	Sell	-401,290	Closed	-$3.21M	–	1651
2022 Q4	$3.21M	Buy	+401,290	New	+$2.75M	0.02%	822

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

Voloridge Investment Management's YMM Position: Q2 2026 in Review

Voloridge Investment Management reduced its Full Truck Alliance (YMM) stake by 48% in Q2 2026, selling an estimated $19.4M and leaving 2,435,496 shares worth $19.8M. The position accounts for 0.08% of the portfolio, ranked #304.

Voloridge Investment Management first reported a position in YMM in Q4 2022 and has held it in 11 quarters since. The position peaked at $77.5M in Q4 2024. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Voloridge Investment Management held 2,435,496 shares of Full Truck Alliance worth $19.8M as of Q2 2026.
Voloridge Investment Management sold 2,280,942 Full Truck Alliance shares in Q2 2026, an estimated $19.4M.
Full Truck Alliance made up 0.08% of Voloridge Investment Management's portfolio in Q2 2026, its #304 holding.
Voloridge Investment Management first reported a position in Full Truck Alliance in Q4 2022 and has held it in 11 quarters since.
Voloridge Investment Management's Full Truck Alliance position peaked at $77.5M in Q4 2024.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.