Chris Davis's YMM Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 28.76 M shares of Full Truck Alliance Co. Ltd. (YMM) worth $238.73 M, representing 1.10% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Chris Davis has maintained this position in YMM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 11.23 M shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's Full Truck Alliance Co (YMM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Full Truck Alliance Co (YMM) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +11.23 M | Add 64.01% | 28.76 M | $8.30 |
| Q4 2025 | +2.56 M | Add 17.06% | 17.54 M | $10.73 |
| Q3 2025 | +3.35 M | Add 28.75% | 14.98 M | $12.97 |
| Q2 2025 | +3.82 M | Add 48.81% | 11.64 M | $11.81 |
| Q1 2025 | +2.42 M | Add 44.79% | 7.82 M | $12.77 |
| Q4 2024 | +5.4 M | New Buy | 5.4 M | $10.82 |
Chris Davis's Full Truck Alliance Co Investment FAQs
Chris Davis first purchased Full Truck Alliance Co. Ltd. (YMM) in Q4 2024, acquiring 5,400,391 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held Full Truck Alliance Co. Ltd. (YMM) for 6 quarters since Q4 2024.
Chris Davis's largest addition to Full Truck Alliance Co. Ltd. (YMM) was in Q1 2026, adding 28,763,191 shares worth $238.73 M.
According to the latest 13F filing for Q1 2026, Chris Davis's firm, Davis Selected Advisers, owns 28,763,191 shares of Full Truck Alliance Co. Ltd. (YMM), valued at approximately $238.73 M.
As of the Q1 2026 filing, Full Truck Alliance Co. Ltd. (YMM) represents approximately 1.10% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in Full Truck Alliance Co. Ltd. (YMM) was 28,763,191 shares, as reported at the end of Q1 2026.