ValuationViz

YMM fund manager activity

Full Truck Alliance Co. Ltd · NYSE. Reported by 7 tracked fund managers in their 13F filings, Q2 2021 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalAdded4,429,188$35,965,0070.05%Aug 14, 2026
Christopher Davis - Davis AdvisorsTrimmed27,639,082$224,429,3440.96%Aug 11, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalTrimmed4,184,358$34,730,1710.10%May 15, 2026
Christopher Davis - Davis AdvisorsAdded28,763,191$238,734,4831.10%May 7, 2026
Howard Marks - Oaktree Capital ManagementSold out——0.00%May 20, 2026

Older quarters