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Bayesian Capital Management’s Full Truck Alliance YMM Stock Holding History

Bayesian Capital 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
2025
Q4 		– Sell
-52,900
Closed -$686K – 562
2025
Q3 		$686K Buy
+52,900
New +$655K 0.14% 219
2025
Q2 		– Sell
-48,700
Closed -$622K – 916
2025
Q1 		$622K Buy
+48,700
New +$587K 0.1% 259
2023
Q3 		– Sell
-18,600
Closed -$116K – 1056
2023
Q2 		$116K Buy
+18,600
New +$120K 0.01% 683
2023
Q1 		– Sell
-32,200
Closed -$258K – 1134
2022
Q4 		$258K Buy
+32,200
New +$221K 0.04% 533
2022
Q1 		– Sell
-13,700
Closed -$115K – 949
2021
Q4 		$115K Buy
+13,700
New +$181K 0.04% 339
2021
Q3 		– Sell
-12,600
Closed -$257K – 577
2021
Q2 		$257K Buy
+12,600
New +$248K 0.07% 319

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Vanguard Group
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KFA
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GAMH
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AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return