Full Truck Alliance

YMM

Market cap $9.56B

YMM Hedge Fund Activity: Q1 2026 in Review

202 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Full Truck Alliance (YMM) for Q1 2026, worth a combined $5.96B — down 25% from $7.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of YMM and 42 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 69 added.

The largest buyer was First Beijing Investment Ltd, adding an estimated $127M. The largest seller was Kontiki Capital Management (HK), exiting entirely with an estimated $219M sold.

• 202 institutional investors held Full Truck Alliance (YMM) as of Q1 2026, down from 211 in Q4 2025.
• Funds reported $5.96B of Full Truck Alliance stock for Q1 2026, down 25% quarter-over-quarter.
• 42 funds opened new Full Truck Alliance positions in Q1 2026 and 47 closed out, a net change of -5 holders.
• The largest Full Truck Alliance buyer in Q1 2026 was First Beijing Investment Ltd, an estimated $127M added.
• The largest Full Truck Alliance seller in Q1 2026 was Kontiki Capital Management (HK), an estimated $219M sold.

Based on aggregated 13F filings for Q1 2026.