WCAU
YMM icon

Working Capital Advisors (UK)’s Full Truck Alliance YMM Stock Holding History

Working Capital Advisors (UK)’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
Q1 		$22.5M Buy
2,715,834
+1,132,484
+72% +$10.8M 38.14% 2
2025
Q4 		$17M Buy
1,583,350
+877,853
+124% +$10.5M 22.66% 2
2025
Q3 		$9.15M Buy
+705,497
New +$8.74M 10.94% 3

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

Working Capital Advisors (UK)'s YMM Position: Q1 2026 in Review

Working Capital Advisors (UK) increased its Full Truck Alliance (YMM) stake by 72% in Q1 2026, buying an estimated $10.8M and bringing the position to 2,715,834 shares worth $22.5M. The position accounts for 38.14% of the portfolio, ranked #2.

Working Capital Advisors (UK) first reported a position in YMM in Q3 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Working Capital Advisors (UK) held 2,715,834 shares of Full Truck Alliance worth $22.5M as of Q1 2026.
  • Working Capital Advisors (UK) bought 1,132,484 Full Truck Alliance shares in Q1 2026, an estimated $10.8M.
  • Full Truck Alliance made up 38.14% of Working Capital Advisors (UK)'s portfolio in Q1 2026, its #2 holding.
  • Working Capital Advisors (UK) first reported a position in Full Truck Alliance in Q3 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Working Capital Advisors (UK)'s 13F filing for Q1 2026, filed 14 May 2026.