Bayesian Capital Management, LP
Position in YMM — Full Truck Alliance Co. Ltd.
CIK 1632551
Brooklyn, NY
Position in YMM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$169,001
-$517,112 QoQ
Shares Held
20,813
-60.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#183
of 246 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bayesian Capital Management, LP holds $3,618,807 across 9 Software - Application names. YMM ranks #9 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
8,700 | $863,736 | |
| 2 | ADBE |
Adobe Inc.
|
3,316 | $679,846 | |
| 3 | DOCU |
Docusign, Inc.
|
11,444 | $508,342 | |
| 4 | ZM |
Zoom Communications, Inc.
|
4,300 | $371,133 | |
| 5 | INTU |
Intuit Inc.
|
1,233 | $321,813 | |
| 6 | FSLY |
Fastly, Inc.
|
14,900 | $273,564 | |
| 7 | PAYX |
Paychex Inc
|
2,500 | $245,825 | |
| 8 | LYFT |
Lyft, Inc.
|
12,700 | $185,547 |
All Filings in YMM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,001 | 20,813 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $686,113 | 52,900 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $621,899 | 48,700 | Shares | Sole | 2025-05-15 | |
| 2023-06-30 | $115,692 | 18,600 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $257,600 | 32,200 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $114,669 | 13,700 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $256,788 | 12,600 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||