FBIL
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First Beijing Investment Ltd’s Full Truck Alliance YMM Stock Holding History

First Beijing Investment Ltd’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 		$747M Buy
90,000,895
+13,384,327
+17% +$127M 32.22% 2
2025
Q4 		$822M Buy
76,616,568
+7,970,988
+12% +$95.6M 32.42% 1
2025
Q3 		$890M Buy
68,645,580
+29,150,926
+74% +$361M 34.38% 1
2025
Q2 		$466M Buy
39,494,654
+9,757,852
+33% +$114M 26.1% 2
2025
Q1 		$380M Sell
29,736,802
-1,504,746
-5% -$18.1M 26.07% 2
2024
Q4 		$338M Buy
31,241,548
+17,500,819
+127% +$171M 24% 2
2024
Q3 		$124M Buy
+13,740,729
New +$105M 9.09% 4

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