Burgundy Asset Management’s Full Truck Alliance YMM Stock Holding History

Burgundy Asset 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	$5.33M	Sell	408,685 -644,821	-61%	-$7.99M	0.05%	91
2025 Q2	$12.4M	Buy	1,053,506 +62,359	+6%	+$726K	0.12%	87
2025 Q1	$12.7M	Buy	991,147 +75,447	+8%	+$909K	0.13%	83
2024 Q4	$9.91M	Buy	915,700 +859,901	+1,541%	+$8.39M	0.1%	86
2024 Q3	$503K	Buy	55,799 +20,494	+58%	+$157K	0.01%	99
2024 Q2	$284K	Buy	+35,305	New	+$300K	﹤0.01%	101
2021 Q3	–	Sell	-72,043	Closed	-$1.47M	–	118
2021 Q2	$1.47M	Buy	+72,043	New	+$1.42M	0.01%	94

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

Burgundy Asset Management's YMM Position: Q3 2025 in Review

Burgundy Asset Management reduced its Full Truck Alliance (YMM) stake by 61% in Q3 2025, selling an estimated $7.99M and leaving 408,685 shares worth $5.33M. The position accounts for 0.05% of the portfolio, ranked #91.

Burgundy Asset Management first reported a position in YMM in Q2 2021 and has held it in 7 quarters since. The position peaked at $12.7M in Q1 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

Burgundy Asset Management held 408,685 shares of Full Truck Alliance worth $5.33M as of Q3 2025.
Burgundy Asset Management sold 644,821 Full Truck Alliance shares in Q3 2025, an estimated $7.99M.
Full Truck Alliance made up 0.05% of Burgundy Asset Management's portfolio in Q3 2025, its #91 holding.
Burgundy Asset Management first reported a position in Full Truck Alliance in Q2 2021 and has held it in 7 quarters since.
Burgundy Asset Management's Full Truck Alliance position peaked at $12.7M in Q1 2025.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.