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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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