Walleye Capital
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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
2025
Q2 		– Sell
-119,800
Closed -$1.53M – 5120
2025
Q1 		$1.53M Buy
119,800
+4,700
+4% +$56.6K 0.01% 1648
2024
Q4 		$1.25M Buy
+115,100
New +$1.12M ﹤0.01% 2183

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
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
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

Walleye Capital's YMM Position: Q1 2026 in Review

Walleye Capital opened a new position in Full Truck Alliance (YMM) in Q1 2026: 7,431 shares worth $61.7K. The stake represents ﹤0.01% of the portfolio and ranks #3839 among its holdings. This is a return to the name: Walleye Capital previously reported a position in YMM as recently as Q2 2025.

Walleye Capital first reported a position in YMM in Q3 2023 and has held it in 8 quarters since. The position peaked at $14.5M in Q4 2024. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Walleye Capital held 7,431 shares of Full Truck Alliance worth $61.7K as of Q1 2026.
  • Full Truck Alliance was a new Walleye Capital position in Q1 2026.
  • Full Truck Alliance made up ﹤0.01% of Walleye Capital's portfolio in Q1 2026, its #3839 holding.
  • Walleye Capital first reported a position in Full Truck Alliance in Q3 2023 and has held it in 8 quarters since.
  • Walleye Capital's Full Truck Alliance position peaked at $14.5M in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.