Full Truck Alliance Co. Ltd., ADR (YMM) — Hedge Fund Ownership Q1 2026
YMM
- Full Truck Alliance Co. Ltd., ADR (YMM) is held by 1 of 84 tracked hedge funds, with Davis Selected Advisers (1%) holding the largest stake, indicating limited hedge fund interest relative to peers.
- The biggest increases in YMM holdings came from Davis Selected Advisers (+64%), highlighting conviction.
- 1 hedge fund exited YMM.
- Overall, hedge funds increased exposure to Full Truck Alliance Co. Ltd., ADR (YMM) by +37% vs the prior quarter and +268% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Davis Selected Advisers Christopher Davis
|
1.10% | 28.8M | +64.01% | +267.85% | $238.7M | $8.30 | — |
| — |
Oaktree Capital Management Howard Marks
|
— | — | EXITED | — | — | — | — |
| 1 | Total | — | 28.8M | +36.59% | +267.85% | $238.7M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.