Davis Selected Advisers
- SEC CIK
- 0001036325
- Latest filing
- Aug 11, 2026
YMM holding history
Full Truck Alliance Co. Ltd. in every 13F filed by Davis Selected Advisers, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
YMM overviewAll 13F holders of YMMFull Q2 2026 holdings
- Shares (Q2 2026)
- 27,639,082
- Value
- $224.4M
- % of portfolio
- 1.0%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 27,639,082 | $224.4M | 1.0% | −1,124,109−3.9% | Reduced | Holders |
| Q1 2026 | 28,763,191 | $238.7M | 1.1% | +11,225,667+64.0% | Added | Holders |
| Q4 2025 | 17,537,524 | $188.2M | 0.8% | +2,555,751+17.1% | Added | Holders |
| Q3 2025 | 14,981,773 | $194.3M | 1.0% | +3,345,848+28.8% | Added | Holders |
| Q2 2025 | 11,635,925 | $137.4M | 0.7% | +3,816,581+48.8% | Added | Holders |
| Q1 2025 | 7,819,344 | $99.9M | 0.6% | +2,418,953+44.8% | Added | Holders |
| Q4 2024 | 5,400,391 | $58.4M | 0.3% | +5,400,391 | New | Holders |