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Disclosery

Baron Capital: YMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on YMM, newest first. How the timeline and the estimate are built.

Baron Capital held 4,429,188 YMM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,429,188 shares
    Change vs previous 13F +244,830 shares

    0.05% of the 13F portfolio, value $35,965,007.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,184,358 shares
    Change vs previous 13F -1,588,265 shares

    0.1% of the 13F portfolio, value $34,730,171.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,772,623 shares
    Change vs previous 13F -542,234 shares

    0.17% of the 13F portfolio, value $61,940,245.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,314,857 shares
    Change vs previous 13F -1,685,749 shares

    0.22% of the 13F portfolio, value $81,903,695.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,000,606 shares
    Change vs previous 13F -1,215,100 shares

    0.26% of the 13F portfolio, value $94,487,157.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,215,706 shares
    Change vs previous 13F -862,610 shares

    0.35% of the 13F portfolio, value $117,684,566.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,078,316 shares
    Change vs previous 13F -327,583 shares

    0.28% of the 13F portfolio, value $109,047,379.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,405,899 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $93,757,150.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).