Mawer Investment Management
YMM icon

Mawer Investment Management’s Full Truck Alliance YMM Stock Holding History

Mawer Investment 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
2025
Q4 		– Sell
-431,100
Closed -$5.59M – 134
2025
Q3 		$5.59M Hold
431,100
– – 0.03% 104
2025
Q2 		$5.09M Buy
431,100
+128,600
+43% +$1.5M 0.03% 105
2025
Q1 		$3.86M Buy
+302,500
New +$3.65M 0.02% 101

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FBIL
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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
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
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mawer Investment Management's YMM Position: Q4 2025 in Review

Mawer Investment Management sold out of Full Truck Alliance (YMM) in Q4 2025, closing a stake of 431,100 shares — an estimated $5.59M sold.

Mawer Investment Management first reported a position in YMM in Q1 2025 and held it in 3 quarters. The position peaked at $5.59M in Q3 2025. 211 funds tracked by Wall St. Rank hold YMM as of Q4 2025.

  • Mawer Investment Management reported no remaining Full Truck Alliance position as of Q4 2025 after selling out during the quarter.
  • Mawer Investment Management sold 431,100 Full Truck Alliance shares in Q4 2025, an estimated $5.59M.
  • Mawer Investment Management first reported a position in Full Truck Alliance in Q1 2025 and held it in 3 quarters.
  • Mawer Investment Management's Full Truck Alliance position peaked at $5.59M in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2025.

Based on Mawer Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.