Keywise Capital Management (HK)’s Full Truck Alliance YMM Stock Holding History

Keywise Capital 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
2026 Q1	–	Sell	-135,200	Closed	-$1.45M	–	21
2025 Q4	$1.45M	Buy	135,200 +71,200	+111%	+$854K	0.11%	16
2025 Q3	$830K	Sell	64,000 -4,215,365	-99%	-$52.2M	0.06%	18
2025 Q2	$50.5M	Buy	4,279,365 +44,965	+1%	+$523K	4.25%	7
2025 Q1	$54.1M	Hold	4,234,400	–	–	5.85%	6
2024 Q4	$45.8M	Buy	4,234,400 +4,218,100	+25,878%	+$41.1M	3.75%	7
2024 Q3	$147K	Buy	+16,300	New	+$125K	0.01%	15
2022 Q3	–	Sell	-58,700	Closed	-$532K	–	19
2022 Q2	$532K	Buy	58,700 +44,200	+305%	+$301K	0.46%	7
2022 Q1	$97K	Buy	+14,500	New	+$117K	0.05%	12

Other funds holding YMM

FBIL

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

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

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

GAMH

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

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

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Keywise Capital Management (HK)'s YMM Position: Q1 2026 in Review

Keywise Capital Management (HK) sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 135,200 shares — an estimated $1.45M sold.

Keywise Capital Management (HK) first reported a position in YMM in Q1 2022 and held it in 8 quarters. The position peaked at $54.1M in Q1 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Keywise Capital Management (HK) reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
Keywise Capital Management (HK) sold 135,200 Full Truck Alliance shares in Q1 2026, an estimated $1.45M.
Keywise Capital Management (HK) first reported a position in Full Truck Alliance in Q1 2022 and held it in 8 quarters.
Keywise Capital Management (HK)'s Full Truck Alliance position peaked at $54.1M in Q1 2025.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Keywise Capital Management (HK)'s 13F filing for Q1 2026, filed 15 May 2026.