Cederberg Capital’s Full Truck Alliance YMM Stock Holding History

Cederberg 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
2026 Q1	–	Sell	-1,828,900	Closed	-$19.6M	–	13
2025 Q4	$19.6M	Sell	1,828,900 -638,100	-26%	-$7.65M	6.37%	7
2025 Q3	$32M	Buy	2,467,000 +782,700	+46%	+$9.7M	9.14%	4
2025 Q2	$19.9M	Sell	1,684,300 -300,200	-15%	-$3.49M	7.3%	6
2025 Q1	$25.3M	Buy	+1,984,500	New	+$23.9M	9.79%	5

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Cederberg Capital's YMM Position: Q1 2026 in Review

Cederberg Capital sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 1,828,900 shares — an estimated $19.6M sold.

Cederberg Capital first reported a position in YMM in Q1 2025 and held it in 4 quarters. The position peaked at $32M in Q3 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Cederberg Capital reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
Cederberg Capital sold 1,828,900 Full Truck Alliance shares in Q1 2026, an estimated $19.6M.
Cederberg Capital first reported a position in Full Truck Alliance in Q1 2025 and held it in 4 quarters.
Cederberg Capital's Full Truck Alliance position peaked at $32M in Q3 2025.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Cederberg Capital's 13F filing for Q1 2026, filed 15 May 2026.