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

IvyRock 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
2025 Q1	–	Sell	-1,023,100	Closed	-$11.1M	–	24
2024 Q4	$11.1M	Sell	1,023,100 -392,100	-28%	-$3.82M	4.89%	6
2024 Q3	$12.8M	Sell	1,415,200 -1,427,900	-50%	-$11M	5.59%	5
2024 Q2	$22.9M	Hold	2,843,100	–	–	9.74%	3
2024 Q1	$20.7M	Sell	2,843,100 -300,000	-10%	-$2M	9.61%	4
2023 Q4	$22M	Hold	3,143,100	–	–	10.98%	3
2023 Q3	$22.1M	Buy	3,143,100 +2,260,100	+256%	+$15.6M	11.55%	3
2023 Q2	$5.49M	Buy	883,000 +220,000	+33%	+$1.42M	3.19%	6
2023 Q1	$5.05M	Buy	+663,000	New	+$5.25M	2.58%	9

Other funds holding YMM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

IvyRock Asset Management (HK)'s YMM Position: Q1 2025 in Review

IvyRock Asset Management (HK) sold out of Full Truck Alliance (YMM) in Q1 2025, closing a stake of 1,023,100 shares — an estimated $11.1M sold.

IvyRock Asset Management (HK) first reported a position in YMM in Q1 2023 and held it in 8 quarters. The position peaked at $22.9M in Q2 2024. 248 funds tracked by Wall St. Rank hold YMM as of Q1 2025.

IvyRock Asset Management (HK) reported no remaining Full Truck Alliance position as of Q1 2025 after selling out during the quarter.
IvyRock Asset Management (HK) sold 1,023,100 Full Truck Alliance shares in Q1 2025, an estimated $11.1M.
IvyRock Asset Management (HK) first reported a position in Full Truck Alliance in Q1 2023 and held it in 8 quarters.
IvyRock Asset Management (HK)'s Full Truck Alliance position peaked at $22.9M in Q2 2024.
248 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2025.

Based on IvyRock Asset Management (HK)'s 13F filing for Q1 2025, filed 7 May 2025.