What smart money is saying about Full Truck Alliance
YMM
No fund has written a full thesis on Full Truck Alliance in our archive, but 2 fund letters report a position in it — most recently Liontrust GF Global Alpha Long Short Fund in July 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Full Truck Alliance, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- July 2026
“Stock selection remained strong across several structural growth themes. Notable contributors included BayCurrent, Thermo Fisher, Expedia, Spotify and Full Truck Alliance.”
Full Truck Alliance - December 2025
“Full Truck Alliance shares fell after management lowered forward margin expectations.”
Full Truck Alliance
Read the letters behind these Full Truck Alliance positions
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