Macquarie Group’s Full Truck Alliance YMM Stock Holding History

Macquarie Group’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	-300,000	Closed	-$3.54M	–	1712
2025 Q2	$3.54M	Sell	300,000 -29,162	-9%	-$339K	﹤0.01%	1063
2025 Q1	$4.2M	Hold	329,162	–	–	0.01%	1022
2024 Q4	$3.56M	Sell	329,162 -4,813	-1%	-$46.9K	﹤0.01%	1025
2024 Q3	$3.01M	Hold	333,975	–	–	﹤0.01%	1103
2024 Q2	$2.69M	Hold	333,975	–	–	﹤0.01%	1139
2024 Q1	$2.43M	Hold	333,975	–	–	﹤0.01%	1164
2023 Q4	$2.34M	Sell	333,975 -1,500,000	-82%	-$10.6M	﹤0.01%	1177
2023 Q3	$12.9M	Hold	1,833,975	–	–	0.02%	731
2023 Q2	$11.4M	Hold	1,833,975	–	–	0.01%	758
2023 Q1	$14M	Sell	1,833,975 -38,200	-2%	-$303K	0.02%	745
2022 Q4	$15M	Hold	1,872,175	–	–	0.02%	753
2022 Q3	$12.3M	Sell	1,872,175 -20,570	-1%	-$159K	0.02%	789
2022 Q2	$17.1M	Hold	1,892,745	–	–	0.02%	734
2022 Q1	$12.6K	Buy	+1,892,745	New	+$15.3M	0.01%	879

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

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

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

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

GAMH

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

KFA

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

AMH

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

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

Macquarie Group's YMM Position: Q3 2025 in Review

Macquarie Group sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 300,000 shares — an estimated $3.54M sold.

Macquarie Group first reported a position in YMM in Q1 2022 and held it in 14 quarters. The position peaked at $17.1M in Q2 2022. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

Macquarie Group reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
Macquarie Group sold 300,000 Full Truck Alliance shares in Q3 2025, an estimated $3.54M.
Macquarie Group first reported a position in Full Truck Alliance in Q1 2022 and held it in 14 quarters.
Macquarie Group's Full Truck Alliance position peaked at $17.1M in Q2 2022.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Macquarie Group's 13F filing for Q3 2025, filed 13 Nov 2025.