SANDS CAPITAL MANAGEMENT, LLC

Position in YMM — Full Truck Alliance Co. Ltd.

CIK 1020066 ARLINGTON, VA

Position in YMM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$34,874,474

-$6,382,991 QoQ

Shares Held

4,294,886

-13.6% QoQ

Ownership

0.411%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#35

of 246 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Technology · as of Jun 30, 2026

SANDS CAPITAL MANAGEMENT, LLC holds $1,186,858,320 across 5 Software - Application names. YMM ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	7,242,079	$826,900,580
2	DDOG	Datadog, Inc.	999,799	$260,307,667
3	GRAB	Grab Holdings Ltd	16,385,578	$61,773,629
4	YMM	Full Truck Alliance Co. Ltd. This page	4,294,886	$34,874,474
5	KVYO	Klaviyo, Inc.	198,806	$3,001,970

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,874,474	4,294,886	-13.6%	Shares	Sole	2026-08-13
2026-03-31	$41,257,465	4,970,779	-18.8%	Shares	Sole	2026-05-08
2025-12-31	$65,708,030	6,123,768	-9.5%	Shares	Sole	2026-02-13
2025-09-30	$87,766,109	6,766,855	-2.3%	Shares	Sole	2025-11-13
2025-06-30	$81,803,098	6,926,596	-32.4%	Shares	Sole	2025-08-13
2025-03-31	$130,896,228	10,250,292	+66.5%	Shares	Sole	2025-05-14
2024-12-31	$66,629,981	6,158,039	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.