Walleye Capital’s Full Truck Alliance YMM Stock Holding History

Walleye 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 Q2	$239K	Buy	29,400 +21,969	+296%	+$187K	﹤0.01%	3359
2026 Q1	$61.7K	Buy	+7,431	New	+$70.7K	﹤0.01%	3839
2025 Q3	–	Sell	-136,408	Closed	-$1.61M	–	5235
2025 Q2	$1.61M	Sell	136,408 -537,689	-80%	-$6.26M	0.01%	1682
2025 Q1	$8.61M	Sell	674,097 -661,472	-50%	-$7.97M	0.04%	507
2024 Q4	$14.5M	Buy	1,335,569 +1,324,131	+11,577%	+$12.9M	0.04%	446
2024 Q3	$103K	Sell	11,438 -476,596	-98%	-$3.66M	﹤0.01%	4386
2024 Q2	$3.92M	Buy	488,034 +418,554	+602%	+$3.56M	0.01%	1476
2024 Q1	$505K	Buy	+69,480	New	+$464K	﹤0.01%	3186
2023 Q4	–	Sell	-94,724	Closed	-$667K	–	5610
2023 Q3	$667K	Buy	+94,724	New	+$653K	﹤0.01%	2587

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

Walleye Capital's YMM Position: Q2 2026 in Review

Walleye Capital increased its Full Truck Alliance (YMM) stake by 296% in Q2 2026, buying an estimated $187K and bringing the position to 29,400 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

Walleye Capital first reported a position in YMM in Q3 2023 and has held it in 9 quarters since. The position peaked at $14.5M in Q4 2024. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Walleye Capital held 29,400 shares of Full Truck Alliance worth $239K as of Q2 2026.
Walleye Capital bought 21,969 Full Truck Alliance shares in Q2 2026, an estimated $187K.
Full Truck Alliance made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #3359 holding.
Walleye Capital first reported a position in Full Truck Alliance in Q3 2023 and has held it in 9 quarters since.
Walleye Capital's Full Truck Alliance position peaked at $14.5M in Q4 2024.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.