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

Eschler 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	–	Sell	-250,000	Closed	-$2.95M	–	82
2025 Q2	$2.95M	Buy	+250,000	New	+$2.91M	2.23%	12
2024 Q3	–	Sell	-17,800	Closed	-$140K	–	80
2024 Q2	$140K	Buy	+17,800	New	+$151K	0.11%	50

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

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

Eschler Asset Management sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 250,000 shares — an estimated $2.95M sold.

Eschler Asset Management first reported a position in YMM in Q2 2024 and held it in 2 quarters. The position peaked at $2.95M in Q2 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

Eschler Asset Management reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
Eschler Asset Management sold 250,000 Full Truck Alliance shares in Q3 2025, an estimated $2.95M.
Eschler Asset Management first reported a position in Full Truck Alliance in Q2 2024 and held it in 2 quarters.
Eschler Asset Management's Full Truck Alliance position peaked at $2.95M in Q2 2025.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

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