Walleye Capital
YMM icon

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 $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
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.