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Kadensa Capital’s Full Truck Alliance YMM Stock Holding History

Kadensa Capital’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
-1,980,461
Closed -$23.4M – 68
2025
Q2 		$23.4M Buy
1,980,461
+692,192
+54% +$8.06M 3.72% 6
2025
Q1 		$16.5M Buy
1,288,269
+836,189
+185% +$10.1M 2.04% 19
2024
Q4 		$4.89M Buy
+452,080
New +$4.41M 0.59% 38
2024
Q3 		– Sell
-1,103,670
Closed -$8.87M – 46
2024
Q2 		$8.87M Buy
+1,103,670
New +$9.38M 2.09% 20

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kadensa Capital's YMM Position: Q3 2025 in Review

Kadensa Capital sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 1,980,461 shares — an estimated $23.4M sold.

Kadensa Capital first reported a position in YMM in Q2 2024 and held it in 4 quarters. The position peaked at $23.4M in Q2 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

  • Kadensa Capital reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
  • Kadensa Capital sold 1,980,461 Full Truck Alliance shares in Q3 2025, an estimated $23.4M.
  • Kadensa Capital first reported a position in Full Truck Alliance in Q2 2024 and held it in 4 quarters.
  • Kadensa Capital's Full Truck Alliance position peaked at $23.4M in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Kadensa Capital's 13F filing for Q3 2025, filed 14 Nov 2025.