Alpine Investment Management’s Full Truck Alliance YMM Stock Holding History

Alpine Investment Management’s Portfolio YMM Stock Details YMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91.7M	Buy	11,050,000 +3,605,200	+48%	+$34.3M	22.88%	1
2025 Q4	$79.9M	Buy	7,444,800 +3,444,800	+86%	+$41.3M	20.78%	2
2025 Q3	$51.9M	Sell	4,000,000 -598,038	-13%	-$7.41M	17.56%	2
2025 Q2	$54.3M	Buy	+4,598,038	New	+$53.5M	16.38%	3
2024 Q4	–	Sell	-4,561,762	Closed	-$41.1M	–	17
2024 Q3	$41.1M	Buy	4,561,762 +3,719,506	+442%	+$28.5M	11.06%	4
2024 Q2	$6.77M	Sell	842,256 -2,345,239	-74%	-$19.9M	0.9%	12
2024 Q1	$23.2M	Buy	+3,187,495	New	+$21.3M	2.67%	5
2023 Q1	–	Sell	-200,000	Closed	-$1.6M	–	19
2022 Q4	$1.6M	Buy	+200,000	New	+$1.37M	0.32%	9

Other funds holding YMM

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return