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Greenwoods Asset Management (HK)’s Full Truck Alliance YMM Stock Holding History

Greenwoods Asset Management (HK)’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
Q2 		$320M Sell
39,452,419
-1,505,100
-4% -$12.8M 14.66% 4
2026
Q1 		$340M Buy
40,957,519
+12,359,640
+43% +$118M 8.77% 4
2025
Q4 		$307M Hold
28,597,879
– – 7.59% 5
2025
Q3 		$371M Sell
28,597,879
-196,648
-0.7% -$2.44M 8.35% 6
2025
Q2 		$340M Buy
28,794,527
+2,799,386
+11% +$32.6M 11.83% 3
2025
Q1 		$332M Sell
25,995,141
-24,662
-0.1% -$297K 10.28% 4
2024
Q4 		$282M Buy
26,019,803
+1,802,420
+7% +$17.6M 8.89% 4
2024
Q3 		$218M Sell
24,217,383
-2,768,241
-10% -$21.2M 6.93% 5
2024
Q2 		$217M Buy
26,985,624
+11,387,355
+73% +$96.8M 5.72% 6
2024
Q1 		$113M Buy
15,598,269
+5,700,805
+58% +$38M 3.52% 10
2023
Q4 		$69.4M Hold
9,897,464
– – 2.48% 10
2023
Q3 		$69.7M Hold
9,897,464
– – 2.73% 11
2023
Q2 		$61.6M Buy
9,897,464
+2,583,121
+35% +$16.7M 2.98% 10
2023
Q1 		$55.7M Sell
7,314,343
-2,239,634
-23% -$17.7M 3.22% 13
2022
Q4 		$76.4M Sell
9,553,977
-4,010,337
-30% -$27.5M 4.69% 8
2022
Q3 		$88.8M Buy
13,564,314
+736,300
+6% +$5.68M 6.03% 6
2022
Q2 		$116M Buy
12,828,014
+5,744,951
+81% +$39.1M 5.18% 9
2022
Q1 		$47.2M Buy
7,083,063
+5,688,515
+408% +$46M 2.03% 14
2021
Q4 		$11.7M Hold
1,394,548
– – 0.43% 23
2021
Q3 		$21.4M Buy
1,394,548
+1,134,548
+436% +$16.7M 0.86% 17
2021
Q2 		$5.3M Buy
+260,000
New +$5.11M 0.19% 33

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

Greenwoods Asset Management (HK)'s YMM Position: Q2 2026 in Review

Greenwoods Asset Management (HK) reduced its Full Truck Alliance (YMM) stake by 3.7% in Q2 2026, selling an estimated $12.8M and leaving 39,452,419 shares worth $320M. The position accounts for 14.66% of the portfolio, ranked #4.

Greenwoods Asset Management (HK) first reported a position in YMM in Q2 2021 and has held it in 21 quarters since. The position peaked at $371M in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Greenwoods Asset Management (HK) held 39,452,419 shares of Full Truck Alliance worth $320M as of Q2 2026.
  • Greenwoods Asset Management (HK) sold 1,505,100 Full Truck Alliance shares in Q2 2026, an estimated $12.8M.
  • Full Truck Alliance made up 14.66% of Greenwoods Asset Management (HK)'s portfolio in Q2 2026, its #4 holding.
  • Greenwoods Asset Management (HK) first reported a position in Full Truck Alliance in Q2 2021 and has held it in 21 quarters since.
  • Greenwoods Asset Management (HK)'s Full Truck Alliance position peaked at $371M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Greenwoods Asset Management (HK)'s 13F filing for Q2 2026, filed 7 Aug 2026.