Blue Creek Capital Management’s Full Truck Alliance YMM Stock Holding History

Blue Creek 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 Q3	$20.2M	Buy	1,557,313 +96,000	+7%	+$1.19M	24.85%	1
2025 Q2	$17.3M	Sell	1,461,313 -115,000	-7%	-$1.34M	24.14%	1
2025 Q1	$20.1M	Sell	1,576,313 -120,000	-7%	-$1.45M	26.11%	1
2024 Q4	$18.4M	Sell	1,696,313 -514,538	-23%	-$5.02M	25.14%	1
2024 Q3	$19.9M	Buy	+2,210,851	New	+$17M	18.85%	2
2024 Q1	$25M	Sell	3,433,683 -355,858	-9%	-$2.37M	18.45%	2
2023 Q4	$26.6M	Sell	3,789,541 -181,446	-5%	-$1.28M	19.1%	4
2023 Q3	$28M	Sell	3,970,987 -104,013	-3%	-$717K	21.74%	2
2023 Q2	$25.3M	Sell	4,075,000 -112,000	-3%	-$722K	20.89%	2
2023 Q1	$31.9M	Buy	4,187,000 +2,183,000	+109%	+$17.3M	21.14%	1
2022 Q4	$16M	Buy	+2,004,000	New	+$13.7M	12.8%	4

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

Blue Creek Capital Management's YMM Position: Q3 2025 in Review

Blue Creek Capital Management increased its Full Truck Alliance (YMM) stake by 6.6% in Q3 2025, buying an estimated $1.19M and bringing the position to 1,557,313 shares worth $20.2M. The position accounts for 24.85% of the portfolio, ranked #1.

Blue Creek Capital Management first reported a position in YMM in Q4 2022 and has held it in 11 quarters since. The position peaked at $31.9M in Q1 2023. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

Blue Creek Capital Management held 1,557,313 shares of Full Truck Alliance worth $20.2M as of Q3 2025.
Blue Creek Capital Management bought 96,000 Full Truck Alliance shares in Q3 2025, an estimated $1.19M.
Full Truck Alliance made up 24.85% of Blue Creek Capital Management's portfolio in Q3 2025, its #1 holding.
Blue Creek Capital Management first reported a position in Full Truck Alliance in Q4 2022 and has held it in 11 quarters since.
Blue Creek Capital Management's Full Truck Alliance position peaked at $31.9M in Q1 2023.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Blue Creek Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.