FFM
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FengHe Fund Management’s Full Truck Alliance YMM Stock Holding History

FengHe Fund 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
Q4 		– Sell
-119,100
Closed -$1.54M – 51
2025
Q3 		$1.54M Buy
+119,100
New +$1.48M 0.14% 35
2024
Q4 		– Sell
-1,393,600
Closed -$12.6M – 23
2024
Q3 		$12.6M Buy
1,393,600
+276,600
+25% +$2.12M 3.71% 9
2024
Q2 		$8.98M Buy
+1,117,000
New +$9.5M 1.25% 20

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

FengHe Fund Management's YMM Position: Q4 2025 in Review

FengHe Fund Management sold out of Full Truck Alliance (YMM) in Q4 2025, closing a stake of 119,100 shares — an estimated $1.54M sold.

FengHe Fund Management first reported a position in YMM in Q2 2024 and held it in 3 quarters. The position peaked at $12.6M in Q3 2024. 211 funds tracked by Wall St. Rank hold YMM as of Q4 2025.

  • FengHe Fund Management reported no remaining Full Truck Alliance position as of Q4 2025 after selling out during the quarter.
  • FengHe Fund Management sold 119,100 Full Truck Alliance shares in Q4 2025, an estimated $1.54M.
  • FengHe Fund Management first reported a position in Full Truck Alliance in Q2 2024 and held it in 3 quarters.
  • FengHe Fund Management's Full Truck Alliance position peaked at $12.6M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2025.

Based on FengHe Fund Management's 13F filing for Q4 2025, filed 30 Jan 2026.