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Aspex Management (HK)’s Full Truck Alliance YMM Stock Holding History

Aspex Management (HK)’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
Q2 		– Sell
-21,791,354
Closed -$181M – 33
2026
Q1 		$181M Sell
21,791,354
-1,972,599
-8% -$18.8M 2.62% 13
2025
Q4 		$255M Hold
23,763,953
– – 5.16% 9
2025
Q3 		$308M Buy
23,763,953
+1,308,330
+6% +$16.2M 6.52% 6
2025
Q2 		$265M Buy
22,455,623
+7,246,996
+48% +$84.3M 5.76% 9
2025
Q1 		$194M Hold
15,208,627
– – 4.99% 6
2024
Q4 		$165M Buy
+15,208,627
New +$148M 4.45% 7

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Aspex Management (HK)'s YMM Position: Q2 2026 in Review

Aspex Management (HK) sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 21,791,354 shares — an estimated $181M sold.

Aspex Management (HK) first reported a position in YMM in Q4 2024 and held it in 6 quarters. The position peaked at $308M in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Aspex Management (HK) reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
  • Aspex Management (HK) sold 21,791,354 Full Truck Alliance shares in Q2 2026, an estimated $181M.
  • Aspex Management (HK) first reported a position in Full Truck Alliance in Q4 2024 and held it in 6 quarters.
  • Aspex Management (HK)'s Full Truck Alliance position peaked at $308M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Aspex Management (HK)'s 13F filing for Q2 2026, filed 14 Aug 2026.