Highlander Partners, L.P. / YMM
Highlander Partners, L.P.’s Full Truck Alliance Co Ltd Position
Does Highlander Partners, L.P. own Full Truck Alliance Co Ltd (YMM)? Not currently — the last reported position was 1.23M shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$13M
Q4 2025
Shares
1.23M
% of Portfolio
+4.73%
Quarters Held
17
position exited
Position History YMM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 1.23M | $13M | +4.73% |
| Q3 2025 | 1.23M | $16M | +5.56% |
| Q2 2025 | 1.49M | $18M | +6.75% |
| Q1 2025 | 1.49M | $19M | +11.76% |
| Q4 2024 | 1.49M | $16M | +9.15% |
| Q3 2024 | 1.49M | $13M | +7.92% |
| Q2 2024 | 1.49M | $12M | +7.96% |
| Q1 2024 | 1.49M | $11M | +7.50% |
| Q4 2023 | 1.34M | $9M | +7.50% |
| Q3 2023 | 1.34M | $9M | +9.30% |
| Q2 2023 | 1.34M | $8M | +9.36% |
| Q1 2023 | 1.59M | $12M | +16.40% |
| Q4 2022 | 1.59M | $13M | +17.27% |
| Q3 2022 | 1.39M | $9M | +13.54% |
| Q2 2022 | 1.28M | $12M | +15.26% |
| Q1 2022 | 1.07M | $7M | +8.93% |
| Q4 2021 | 798.0K | $7M | +8.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Highlander Partners, L.P.’s full portfolio or all institutional holders of YMM.