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Beaconlight Capital’s Full Truck Alliance YMM Stock Holding History

Beaconlight Capital’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
-458,277
Closed -$5.94M – 32
2025
Q3 		$5.94M Buy
458,277
+53,380
+13% +$661K 2.93% 14
2025
Q2 		$4.78M Buy
+404,897
New +$4.71M 2.73% 14

Other funds holding YMM

FBIL
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
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

Beaconlight Capital's YMM Position: Q4 2025 in Review

Beaconlight Capital sold out of Full Truck Alliance (YMM) in Q4 2025, closing a stake of 458,277 shares — an estimated $5.94M sold.

Beaconlight Capital first reported a position in YMM in Q2 2025 and held it in 2 quarters. The position peaked at $5.94M in Q3 2025. 211 funds tracked by Wall St. Rank hold YMM as of Q4 2025.

  • Beaconlight Capital reported no remaining Full Truck Alliance position as of Q4 2025 after selling out during the quarter.
  • Beaconlight Capital sold 458,277 Full Truck Alliance shares in Q4 2025, an estimated $5.94M.
  • Beaconlight Capital first reported a position in Full Truck Alliance in Q2 2025 and held it in 2 quarters.
  • Beaconlight Capital's Full Truck Alliance position peaked at $5.94M in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2025.

Based on Beaconlight Capital's 13F filing for Q4 2025, filed 17 Feb 2026.