Back to DAVIS SELECTED ADVISERS

YMM
6 quarters

Position history for DAVIS SELECTED ADVISERS's holdings in FULL TRUCK ALLIANCE CO LTD

DAVIS SELECTED ADVISERS holds 28.8M shares of YMM (FULL TRUCK ALLIANCE CO LTD), worth $238.7M as of 2026-Q1. The position was increased (+64.0% shares). YMM represents 1.1% of DAVIS SELECTED ADVISERS's portfolio.

Current Value

$238.7M

Current Shares

28.8M

Total Value Change

+$180.3M

Total Shares Change

+23.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
28.8M
+64.0%
$238.7M1.1%$9.03
71
2025-Q4
Increased
17.5M
+17.1%
$188.2M0.8%$10.93
50
2025-Q3
Increased
15M
+28.8%
$194.3M1.0%$13.08
60
2025-Q2
Increased
11.6M
+48.8%
$137.4M0.7%$11.81
59
2025-Q1
Increased
7.8M
+44.8%
$99.9M0.6%$12.79
57
2024-Q4
New
5.4M
-
$58.4M0.3%$10.73
49

Other major holders of YMM: FIL Ltd, Invesco Ltd.

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