Renaissance Technologies (RenTech)'s YMM Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC) currently holds 1.4 M shares of Full Truck Alliance Co. Ltd. (YMM) worth $11.59 M, representing 0.02% of the portfolio. First purchased in 2021-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Renaissance Technologies (RenTech) has maintained this position in YMM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 1.4 M shares. Largest reduction occurred in Q1 2022, reducing 2.09 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'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 Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1.4 M | New Buy | 1.4 M | $8.30 |
| Q4 2022 | -18,900 | Sold Out | 0 | $0.00 |
| Q3 2022 | +18,900 | New Buy | 18,900 | $6.56 |
| Q2 2022 | -237,700 | Sold Out | 0 | $0.00 |
| Q1 2022 | -2.09 M | Reduce 89.78% | 237,700 | $6.67 |
| Q4 2021 | +2.32 M | New Buy | 2.32 M | $8.37 |
Renaissance Technologies (RenTech)'s Full Truck Alliance Co Investment FAQs
Renaissance Technologies (RenTech) first purchased Full Truck Alliance Co. Ltd. (YMM) in Q4 2021, acquiring 2,324,757 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Full Truck Alliance Co. Ltd. (YMM) for 6 quarters since Q4 2021.
Renaissance Technologies (RenTech)'s largest addition to Full Truck Alliance Co. Ltd. (YMM) was in Q4 2021, adding 2,324,757 shares worth $19.46 M.
According to the latest 13F filing for Q1 2026, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC, owns 1,396,629 shares of Full Truck Alliance Co. Ltd. (YMM), valued at approximately $11.59 M.
As of the Q1 2026 filing, Full Truck Alliance Co. Ltd. (YMM) represents approximately 0.02% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Full Truck Alliance Co. Ltd. (YMM) was 2,324,757 shares, as reported at the end of Q4 2021.