Penserra Capital Management’s Full Truck Alliance YMM Stock Holding History

Penserra 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
2025 Q2	–	Sell	-199,729	Closed	-$2.55M	–	1153
2025 Q1	$2.55M	Sell	199,729 -11,748	-6%	-$142K	0.05%	265
2024 Q4	$2.29M	Sell	211,477 -21,524	-9%	-$210K	0.04%	289
2024 Q3	$2.1M	Sell	233,001 -15,480	-6%	-$119K	0.05%	281
2024 Q2	$2M	Sell	248,481 -89,481	-26%	-$761K	0.03%	349
2024 Q1	$2.46M	Sell	337,962 -49,069	-13%	-$327K	0.03%	328
2023 Q4	$2.71M	Sell	387,031 -35,292	-8%	-$249K	0.05%	241
2023 Q3	$2.97M	Sell	422,323 -31,721	-7%	-$219K	0.06%	214
2023 Q2	$2.82M	Sell	454,044 -99,481	-18%	-$642K	0.06%	255
2023 Q1	$4.21M	Sell	553,525 -1,559	-0.3%	-$12.3K	0.09%	166
2022 Q4	$4.44M	Buy	+555,084	New	+$3.81M	0.1%	144

Other funds holding YMM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Penserra Capital Management's YMM Position: Q2 2025 in Review

Penserra Capital Management sold out of Full Truck Alliance (YMM) in Q2 2025, closing a stake of 199,729 shares — an estimated $2.55M sold.

Penserra Capital Management first reported a position in YMM in Q4 2022 and held it in 10 quarters. The position peaked at $4.44M in Q4 2022. 229 funds tracked by Wall St. Rank hold YMM as of Q2 2025.

Penserra Capital Management reported no remaining Full Truck Alliance position as of Q2 2025 after selling out during the quarter.
Penserra Capital Management sold 199,729 Full Truck Alliance shares in Q2 2025, an estimated $2.55M.
Penserra Capital Management first reported a position in Full Truck Alliance in Q4 2022 and held it in 10 quarters.
Penserra Capital Management's Full Truck Alliance position peaked at $4.44M in Q4 2022.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2025.

Based on Penserra Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.