Position in YMM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,276,783
+$22,388,805 QoQ
Shares Held
10,502,067
+38.6% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 245 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 78%
Shared 0%
None 21%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Derivatives in YMM
reported options exposure · as of Mar 31, 2026CallValue
$8,300,000
CallShares
1,000,000
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, 2026GOLDMAN SACHS GROUP INC holds $18,297,672,151 across 155 Software - Application names. YMM ranks #34 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
4,243,582 | $1,592,701,194 | |
| 2 | UBER |
Uber Technologies, Inc
|
16,820,275 | $1,213,751,040 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,211,149 | $1,167,036,817 | |
| 4 | SHOP |
Shopify Inc.
|
10,154,753 | $1,159,469,695 | |
| 5 | DDOG |
Datadog, Inc.
|
4,329,591 | $1,127,252,309 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,957,837 | $1,087,894,055 | |
| 7 | CRM |
Salesforce, Inc.
|
6,725,383 | $1,053,598,498 | |
| 8 | SNOW |
Snowflake Inc.
|
3,945,943 | $1,004,242,492 |
All Filings in YMM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,276,783 | 10,502,067 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $62,887,978 | 7,576,865 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $8,300,000 | 1,000,000 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $54,237,155 | 5,054,721 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $78,874,317 | 6,081,289 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $132,926,414 | 11,255,412 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $137,423,192 | 10,761,409 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $110,213,223 | 10,186,065 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $3,895,200 | 360,000 | Put | Defined | 2025-02-11 | |
| 2024-09-30 | $3,153,500 | 350,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $104,207,956 | 11,565,811 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $95,129,963 | 11,832,085 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $66,347,087 | 9,126,147 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,437,569 | 1,774,261 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $10,670,527 | 1,515,700 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $9,569,252 | 1,538,465 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $14,429,297 | 1,896,097 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $21,491,240 | 2,686,405 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $9,959,229 | 1,520,493 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $15,874,026 | 1,752,100 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $51,566,261 | 7,731,074 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $80,857,755 | 9,660,425 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $76,555,244 | 4,993,819 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $39,902,715 | 1,957,935 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||