YMM position history
The shares of Full Truck Alliance (YMM) that DAVIS SELECTED ADVISERS reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q4: 5,400,391 shares, $58M, 0.34% of portfolio, New
- 2025 Q1: 7,819,344 shares, $100M, 0.58% of portfolio, Add +44.8%
- 2025 Q2: 11,635,925 shares, $137M, 0.73% of portfolio, Add +48.8%
- 2025 Q3: 29,963,546 shares, $389M, 2.0% of portfolio, Add +157.5%
- 2025 Q4: 17,537,524 shares, $188M, 0.85% of portfolio, Reduce −41.5%
- 2026 Q1: 28,763,191 shares, $239M, 1.1% of portfolio, Add +64.0%
- 2026 Q2: 27,639,082 shares, $224M, 0.96% of portfolio, Reduce −3.9%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|