Keystone Investors’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,559,186
Closed -$20.2M 103
2025
Q3
$20.2M Buy
+1,559,186
New +$19.3M 2.34% 15
2025
Q2
Sell
-3,000,123
Closed -$38.3M 75
2025
Q1
$38.3M Buy
3,000,123
+2,408,171
+407% +$29M 5.38% 8
2024
Q4
$6.4M Buy
+591,952
New +$5.77M 0.45% 28

Other funds holding YMM

Keystone Investors's YMM Position: Q4 2025 in Review

Keystone Investors sold out of Full Truck Alliance (YMM) in Q4 2025, closing a stake of 1,559,186 shares — an estimated $20.2M sold.

Keystone Investors first reported a position in YMM in Q4 2024 and held it in 3 quarters. The position peaked at $38.3M in Q1 2025. 211 funds tracked by Wall St. Rank hold YMM as of Q4 2025.

  • Keystone Investors reported no remaining Full Truck Alliance position as of Q4 2025 after selling out during the quarter.
  • Keystone Investors sold 1,559,186 Full Truck Alliance shares in Q4 2025, an estimated $20.2M.
  • Keystone Investors first reported a position in Full Truck Alliance in Q4 2024 and held it in 3 quarters.
  • Keystone Investors's Full Truck Alliance position peaked at $38.3M in Q1 2025.
  • 211 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2025.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.