Position in YMM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,211,152
-$4,189,011 QoQ
Shares Held
7,292,014
-4.5% QoQ
Ownership
0.697%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Derivatives in YMM
reported options exposure · as of Sep 30, 2025CallValue
$18,629,200
CallShares
1,436,330
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026UBS Group AG holds $12,784,528,423 across 211 Software - Application names. YMM ranks #36 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,403,377 | $1,616,627,676 | |
| 2 | CRM |
Salesforce, Inc.
|
6,085,501 | $953,354,582 | |
| 3 | SNOW |
Snowflake Inc.
|
3,385,015 | $861,486,315 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,574,507 | $576,560,840 | |
| 5 | INTU |
Intuit Inc.
|
2,061,831 | $538,137,891 | |
| 6 | ADBE |
Adobe Inc.
|
2,606,894 | $534,465,405 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,321,142 | $528,282,972 | |
| 8 | DT |
Dynatrace, Inc.
|
11,243,524 | $493,703,137 |
All Filings in YMM
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,211,152 | 7,292,014 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $63,400,163 | 7,638,574 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $100,988,977 | 9,411,834 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $15,441,393 | 1,190,547 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $18,629,200 | 1,436,330 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $16,667,807 | 1,411,330 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $15,992,711 | 1,354,167 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $36,403,323 | 2,850,691 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $13,315,725 | 1,042,735 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $11,282,392 | 1,042,735 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $43,915,209 | 4,058,707 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,134,508 | 3,122,587 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $3,436,459 | 381,405 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $27,063,652 | 3,366,126 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $3,066,496 | 381,405 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $16,969,422 | 2,334,171 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $4,907,250 | 675,000 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $7,886,250 | 1,125,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $2,849,346 | 406,469 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $355,590 | 50,510 | Shares | Sole | 2023-11-09 | |
| 2023-09-30 | $7,920,000 | 1,125,000 | Call | Sole | 2023-11-09 | |
| 2023-06-30 | $768,598 | 123,569 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $3,110,000 | 500,000 | Call | Sole | 2023-08-11 | |
| 2023-03-31 | $7,610,000 | 1,000,000 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $4,133,256 | 543,135 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,000,000 | 500,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $5,112,456 | 639,057 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,145,378 | 785,554 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,877,689 | 428,001 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,287,810 | 343,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,056 | 3,352 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,589 | 756 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,076 | 200 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||