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DAVIS SELECTED ADVISERS YMM Position History
Full Truck Alliance Co. Ltd.
Quarters held
8
Latest value
$224.4M
Q2 2026
Peak value
$238.7M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $58.4M |
| Q1 2025 | $99.9M |
| Q2 2025 | $137.4M |
| Q3 2025 | $194.3M |
| Q3 2025 | $194.3M |
| Q4 2025 | $188.2M |
| Q1 2026 | $238.7M |
| Q2 2026 | $224.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $224.4M | 27.64M | — | — |
| Q1 2026 | $238.7M | 28.76M | — | — |
| Q4 2025 | $188.2M | 17.54M | — | — |
| Q3 2025 | $194.3M | 14.98M | — | — |
| Q3 2025 | $194.3M | 14.98M | — | — |
| Q2 2025 | $137.4M | 11.64M | — | — |
| Q1 2025 | $99.9M | 7.82M | — | — |
| Q4 2024 | $58.4M | 5.40M | — | — |
Other funds holding YMM
$318.7M
$286.9M
$284.6M
$267.7M
$224.9M
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META
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COF-PN
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