Guru Ownership Trend
Guru Analysis for Full Truck Alliance Co. Ltd. (YMM)
Full Truck Alliance Co. Ltd. (YMM), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $304.23 M.
Top institutional holders include Chris Davis and Frank Sands.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $57.43 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Frank Sands reduced exposure by 18.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Full Truck Alliance Co. Ltd. (YMM)
Major holders include Chris Davis ($238.73 M), Frank Sands ($41.26 M), Renaissance Technologies (RenTech) ($11.59 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 35.13 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $57.43 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited YMM. The total reported sell value was $47.34 M.
Yes, 1 managers opened new positions in YMM, and 1 increased their existing holdings. The total reported buy value was $104.77 M.