Full Truck Alliance Co (YMM) Superinvestor holders
11 of the superinvestors we track hold Full Truck Alliance Co (YMM) in their latest 13F filings, $480M in total.
Summary
The largest holder is Christopher Davis (Davis Selected Advisers), with $224M, 1.0% of the portfolio.
In their latest quarter: 2 opened a new position, 3 added, 6 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Christopher Davis Davis Selected Advisers |
Trimmed | 27,639,082 | $224M | 1.0% | Q2 2026 |
| Takis Sparaggis Alkeon Capital Management |
Added | 9,398,535 | $76M | 0.3% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 5,305,679 | $43M | 0.0% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | 4,429,188 | $36M | 0.1% | Q2 2026 |
| Frank Sands Sands Capital Management |
Trimmed | 4,294,886 | $35M | 0.1% | Q2 2026 |
| Acadian Acadian Asset Management |
Added | 3,078,596 | $25M | 0.0% | Q3 2026 |
| David Vogel Voloridge Investment Management |
Trimmed | 2,435,496 | $20M | 0.1% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 918,492 | $7M | 0.0% | Q2 2026 |
| Jim Simons Renaissance Technologies |
Trimmed | 863,800 | $7M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
New position | 660,004 | $5M | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
New position | 33,100 | $268,772 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 11 |
| Q1 2026 | 10 |
| Q4 2025 | 9 |
| Q3 2025 | 11 |
| Q2 2025 | 11 |
| Q1 2025 | 16 |
| Q4 2024 | 11 |
| Q3 2024 | 10 |
Questions about Full Truck Alliance Co
Which superinvestors own Full Truck Alliance Co?
11 of the superinvestors we track hold Full Truck Alliance Co (YMM) in their latest 13F filings, $480M in total. Christopher Davis, Takis Sparaggis, David Shaw, Ron Baron, Frank Sands, Acadian.
Who is the largest superinvestor holder of YMM?
The largest holder is Christopher Davis (Davis Selected Advisers), with $224M, 1.0% of the portfolio.
From Full Truck Alliance Co's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.