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 Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $273.86 M.
Top institutional holders include Chris Davis and Frank Sands.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.94 M net outflow during the quarter.
On the selling side, Renaissance Technologies (RenTech) reduced exposure by 38.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Full Truck Alliance Co. Ltd. (YMM)
Major holders include Chris Davis ($224.43 M), Frank Sands ($34.87 M), Renaissance Technologies (RenTech) ($7.01 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 32.8 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $18.94 M, with 0 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited YMM. The total reported sell value was $18.94 M.
No tracked managers opened new positions or increased their holdings in YMM during the most recent reporting period.