HSG Holding’s Full Truck Alliance YMM Stock Holding History

HSG Holding’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 Q1	–	Sell	-2,721,822	Closed	-$30.8M	–	18
2024 Q4	$30.8M	Sell	2,721,822 -19,151,593	-88%	-$187M	1.27%	8
2024 Q3	$194M	Buy	21,873,415 +1	+0%	+$8	7.51%	2
2024 Q2	$173M	Sell	21,873,414 -24,959,441	-53%	-$212M	6.38%	3
2024 Q1	$382M	Buy	46,832,855 +19,151,592	+69%	+$128M	35.36%	1
2023 Q4	$185M	Hold	27,681,263	–	–	21.3%	2
2023 Q3	$195M	Hold	27,681,263	–	–	20.9%	2
2023 Q2	$172M	Hold	27,681,263	–	–	19.69%	2
2023 Q1	$211M	Hold	27,681,263	–	–	22.13%	2
2022 Q4	$221M	Sell	27,681,263 -8,826,334	-24%	-$60.5M	22.44%	2
2022 Q3	$239M	Hold	36,507,597	–	–	25.65%	1
2022 Q2	$331M	Hold	36,507,597	–	–	30.53%	1
2022 Q1	$244M	Hold	36,507,597	–	–	30.39%	1
2021 Q4	$306M	Buy	+36,507,597	New	+$483M	27.38%	1

Other funds holding YMM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

HSG Holding's YMM Position: Q1 2025 in Review

HSG Holding sold out of Full Truck Alliance (YMM) in Q1 2025, closing a stake of 2,721,822 shares — an estimated $30.8M sold.

HSG Holding first reported a position in YMM in Q4 2021 and held it in 13 quarters. The position peaked at $382M in Q1 2024. 248 funds tracked by Wall St. Rank hold YMM as of Q1 2025.

HSG Holding reported no remaining Full Truck Alliance position as of Q1 2025 after selling out during the quarter.
HSG Holding sold 2,721,822 Full Truck Alliance shares in Q1 2025, an estimated $30.8M.
HSG Holding first reported a position in Full Truck Alliance in Q4 2021 and held it in 13 quarters.
HSG Holding's Full Truck Alliance position peaked at $382M in Q1 2024.
248 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2025.

Based on HSG Holding's 13F filing for Q1 2025, filed 13 May 2025.