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WFM Asia’s Full Truck Alliance YMM Stock Holding History

WFM Asia’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 		$115M Sell
14,210,686
-439,976
-3% -$3.74M 17.41% 4
2026
Q1 		$122M Hold
14,650,662
– – 19.24% 4
2025
Q4 		$157M Sell
14,650,662
-3,778,922
-21% -$45.3M 19.52% 3
2025
Q3 		$239M Sell
18,429,584
-379,600
-2% -$4.7M 26.51% 1
2025
Q2 		$222M Hold
18,809,184
– – 23.9% 2
2025
Q1 		$240M Sell
18,809,184
-1,466,000
-7% -$17.7M 26.8% 2
2024
Q4 		$219M Hold
20,275,184
– – 23.81% 1
2024
Q3 		$183M Buy
20,275,184
+2,679,900
+15% +$20.6M 20.18% 3
2024
Q2 		$141M Hold
17,595,284
– – 19.06% 2
2024
Q1 		$128M Buy
17,595,284
+1,364,600
+8% +$9.11M 18.08% 4
2023
Q4 		$114M Hold
16,230,684
– – 15.47% 3
2023
Q3 		$114M Hold
16,230,684
– – 13.82% 4
2023
Q2 		$101M Hold
16,230,684
– – 10.92% 4
2023
Q1 		$124M Buy
16,230,684
+2,432,229
+18% +$19.3M 11.29% 5
2022
Q4 		$110M Buy
13,798,455
+1,905,600
+16% +$13.1M 11.78% 5
2022
Q3 		$77.9M Buy
11,892,855
+3,121,600
+36% +$24.1M 8.88% 6
2022
Q2 		$79.5M Buy
8,771,255
+5,102,000
+139% +$34.7M 7.47% 7
2022
Q1 		$24.5M Hold
3,669,255
– – 2.62% 7
2021
Q4 		$30.7M Buy
+3,669,255
New +$48.5M 2.72% 6

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

WFM Asia's YMM Position: Q2 2026 in Review

WFM Asia reduced its Full Truck Alliance (YMM) stake by 3% in Q2 2026, selling an estimated $3.74M and leaving 14,210,686 shares worth $115M. The position accounts for 17.41% of the portfolio, ranked #4.

WFM Asia first reported a position in YMM in Q4 2021 and has held it in 19 quarters since. The position peaked at $240M in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • WFM Asia held 14,210,686 shares of Full Truck Alliance worth $115M as of Q2 2026.
  • WFM Asia sold 439,976 Full Truck Alliance shares in Q2 2026, an estimated $3.74M.
  • Full Truck Alliance made up 17.41% of WFM Asia's portfolio in Q2 2026, its #4 holding.
  • WFM Asia first reported a position in Full Truck Alliance in Q4 2021 and has held it in 19 quarters since.
  • WFM Asia's Full Truck Alliance position peaked at $240M in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on WFM Asia's 13F filing for Q2 2026, filed 11 Aug 2026.