Antipodes Partners’s Full Truck Alliance YMM Stock Holding History

Antipodes Partners’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
2025 Q3	–	Sell	-68,035	Closed	-$804K	–	138
2025 Q2	$804K	Sell	68,035 -58,799	-46%	-$684K	0.02%	55
2025 Q1	$1.62M	Buy	126,834 +79,573	+168%	+$959K	0.05%	45
2024 Q4	$511K	Buy	+47,261	New	+$461K	0.02%	47

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Antipodes Partners's YMM Position: Q3 2025 in Review

Antipodes Partners sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 68,035 shares — an estimated $804K sold.

Antipodes Partners first reported a position in YMM in Q4 2024 and held it in 3 quarters. The position peaked at $1.62M in Q1 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

Antipodes Partners reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
Antipodes Partners sold 68,035 Full Truck Alliance shares in Q3 2025, an estimated $804K.
Antipodes Partners first reported a position in Full Truck Alliance in Q4 2024 and held it in 3 quarters.
Antipodes Partners's Full Truck Alliance position peaked at $1.62M in Q1 2025.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Antipodes Partners's 13F filing for Q3 2025, filed 10 Nov 2025.