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Matthews International Capital Management’s Full Truck Alliance YMM Stock Holding History

Matthews International Capital Management’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 		$2.14M Sell
257,827
-1,038,362
-80% -$9.88M 0.87% 30
2025
Q4 		$13.9M Sell
1,296,189
-555,249
-30% -$6.66M 4.22% 8
2025
Q3 		$24M Sell
1,851,438
-1,128,394
-38% -$14M 5.59% 6
2025
Q2 		$35.2M Sell
2,979,832
-593,743
-17% -$6.91M 8.09% 4
2025
Q1 		$45.6M Buy
3,573,575
+284,533
+9% +$3.43M 9.42% 3
2024
Q4 		$35.6M Sell
3,289,042
-3,223,629
-49% -$31.4M 7.27% 6
2024
Q3 		$58.7M Sell
6,512,671
-424,098
-6% -$3.25M 9.66% 3
2024
Q2 		$55.8M Sell
6,936,769
-52,525
-0.8% -$447K 12.14% 2
2024
Q1 		$50.8M Sell
6,989,294
-1,981,589
-22% -$13.2M 10.01% 1
2023
Q4 		$62.9M Sell
8,970,883
-148,646
-2% -$1.05M 8.84% 4
2023
Q3 		$64.2M Buy
9,119,529
+2,629,125
+41% +$18.1M 7.77% 5
2023
Q2 		$40.4M Buy
6,490,404
+1,303,158
+25% +$8.41M 4.73% 6
2023
Q1 		$39.5M Buy
5,187,246
+764,055
+17% +$6.05M 3.94% 6
2022
Q4 		$35.4M Buy
4,423,191
+2,439,468
+123% +$16.7M 4.18% 6
2022
Q3 		$13M Buy
1,983,723
+241,160
+14% +$1.86M 1.89% 12
2022
Q2 		$15.8M Buy
1,742,563
+504,300
+41% +$3.43M 2.27% 13
2022
Q1 		$8.26M Buy
1,238,263
+703,763
+132% +$5.69M 1.14% 17
2021
Q4 		$4.47M Buy
534,500
+363,300
+212% +$4.8M 0.47% 22
2021
Q3 		$2.62M Sell
171,200
-56,600
-25% -$833K 0.16% 30
2021
Q2 		$4.64M Buy
+227,800
New +$4.48M 0.19% 35

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
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
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

Matthews International Capital Management's YMM Position: Q1 2026 in Review

Matthews International Capital Management reduced its Full Truck Alliance (YMM) stake by 80% in Q1 2026, selling an estimated $9.88M and leaving 257,827 shares worth $2.14M. The position accounts for 0.87% of the portfolio, ranked #30.

Matthews International Capital Management first reported a position in YMM in Q2 2021 and has held it in 20 quarters since. The position peaked at $64.2M in Q3 2023. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Matthews International Capital Management held 257,827 shares of Full Truck Alliance worth $2.14M as of Q1 2026.
  • Matthews International Capital Management sold 1,038,362 Full Truck Alliance shares in Q1 2026, an estimated $9.88M.
  • Full Truck Alliance made up 0.87% of Matthews International Capital Management's portfolio in Q1 2026, its #30 holding.
  • Matthews International Capital Management first reported a position in Full Truck Alliance in Q2 2021 and has held it in 20 quarters since.
  • Matthews International Capital Management's Full Truck Alliance position peaked at $64.2M in Q3 2023.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Matthews International Capital Management's 13F filing for Q1 2026, filed 4 May 2026.