John Overdeck’s Full Truck Alliance YMM Stock Holding History

John Overdeck’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 Q2	–	Sell	-534,601	Closed	-$6.83M	–	3600
2025 Q1	$6.83M	Buy	534,601 +231,600	+76%	+$2.79M	0.01%	960
2024 Q4	$3.28M	Hold	303,001	–	–	0.01%	1388
2024 Q3	$2.73M	Sell	303,001 -81,334	-21%	-$624K	0.01%	1482
2024 Q2	$3.09M	Buy	384,335 +74,692	+24%	+$635K	0.01%	1263
2024 Q1	$2.25M	Buy	+309,643	New	+$2.07M	0.01%	1398
2022 Q1	–	Sell	-543,233	Closed	-$4.55M	–	4530
2021 Q4	$4.55M	Buy	+543,233	New	+$7.18M	0.01%	1253

Other funds holding YMM

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

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 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

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

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

GAMH

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

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

AMH

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

KFA

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

John Overdeck's YMM Position: Q2 2025 in Review

John Overdeck sold out of Full Truck Alliance (YMM) in Q2 2025, closing a stake of 534,601 shares — an estimated $6.83M sold.

John Overdeck first reported a position in YMM in Q4 2021 and held it in 6 quarters. The position peaked at $6.83M in Q1 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q2 2025.

John Overdeck reported no remaining Full Truck Alliance position as of Q2 2025 after selling out during the quarter.
John Overdeck sold 534,601 Full Truck Alliance shares in Q2 2025, an estimated $6.83M.
John Overdeck first reported a position in Full Truck Alliance in Q4 2021 and held it in 6 quarters.
John Overdeck's Full Truck Alliance position peaked at $6.83M in Q1 2025.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2025.

Based on Two Sigma Investments's 13F filing for Q2 2025, filed 14 Aug 2025.