Hudson Bay Capital Management’s Full Truck Alliance YMM Stock Holding History

Hudson Bay Capital 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 Q3	–	Sell	-143,222	Closed	-$1.69M	–	1733
2025 Q2	$1.69M	Buy	143,222 +118,222	+473%	+$1.38M	0.01%	842
2025 Q1	$319K	Buy	+25,000	New	+$301K	﹤0.01%	1090
2022 Q1	–	Sell	-12,000	Closed	-$100K	–	1330
2021 Q4	$100K	Hold	12,000	–	–	﹤0.01%	958
2021 Q3	$184K	Hold	12,000	–	–	﹤0.01%	878
2021 Q2	$245K	Buy	+12,000	New	+$236K	﹤0.01%	833

Other funds holding YMM

FBIL

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

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

GAMH

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

KFA

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

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

Hudson Bay Capital Management's YMM Position: Q3 2025 in Review

Hudson Bay Capital Management sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 143,222 shares — an estimated $1.69M sold.

Hudson Bay Capital Management first reported a position in YMM in Q2 2021 and held it in 5 quarters. The position peaked at $1.69M in Q2 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

Hudson Bay Capital Management reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
Hudson Bay Capital Management sold 143,222 Full Truck Alliance shares in Q3 2025, an estimated $1.69M.
Hudson Bay Capital Management first reported a position in Full Truck Alliance in Q2 2021 and held it in 5 quarters.
Hudson Bay Capital Management's Full Truck Alliance position peaked at $1.69M in Q2 2025.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Hudson Bay Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.