Pinpoint Asset Management’s Full Truck Alliance YMM Stock Holding History

Pinpoint Asset 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 Q1	$98.8M	Buy	7,735,913 +1,448,760	+23%	+$17.5M	17.14%	1
2024 Q4	$68M	Buy	6,287,153 +2,374,659	+61%	+$23.2M	12.06%	2
2024 Q3	$35.3M	Sell	3,912,494 -3,936,562	-50%	-$30.2M	7.57%	4
2024 Q2	$63.1M	Sell	7,849,056 -1,836,734	-19%	-$15.6M	8.89%	2
2024 Q1	$70.6M	Buy	9,685,790 +1,806,868	+23%	+$12.1M	11.34%	2
2023 Q4	$55.2M	Buy	7,878,922 +505,717	+7%	+$3.57M	12.22%	2
2023 Q3	$51.9M	Buy	7,373,205 +4,616,058	+167%	+$31.8M	12.15%	1
2023 Q2	$17.5K	Sell	2,757,147 -3,492,185	-56%	-$22.5M	0.01%	22
2023 Q1	$23.4M	Buy	6,249,332 +915,697	+17%	+$7.25M	6.27%	5
2022 Q4	$42.7M	Buy	5,333,635 +5,142,112	+2,685%	+$35.3M	10.25%	3
2022 Q3	$1.25M	Hold	191,523	–	–	0.42%	22
2022 Q2	$1.74M	Hold	191,523	–	–	0.69%	23
2022 Q1	$1.28M	Buy	+191,523	New	+$1.55M	0.53%	23
2021 Q4	–	Sell	-239,404	Closed	-$3.7M	–	34
2021 Q3	$3.7M	Buy	+239,404	New	+$3.52M	1.36%	16

Other funds holding YMM

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

FBIL

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

Pinpoint Asset Management's YMM Position: Q1 2025 in Review

Pinpoint Asset Management increased its Full Truck Alliance (YMM) stake by 23% in Q1 2025, buying an estimated $17.5M and bringing the position to 7,735,913 shares worth $98.8M. The position accounts for 17.14% of the portfolio, ranked #1.

Pinpoint Asset Management first reported a position in YMM in Q3 2021 and has held it in 14 quarters since. 248 funds tracked by Wall St. Rank hold YMM as of Q1 2025.

Pinpoint Asset Management held 7,735,913 shares of Full Truck Alliance worth $98.8M as of Q1 2025.
Pinpoint Asset Management bought 1,448,760 Full Truck Alliance shares in Q1 2025, an estimated $17.5M.
Full Truck Alliance made up 17.14% of Pinpoint Asset Management's portfolio in Q1 2025, its #1 holding.
Pinpoint Asset Management first reported a position in Full Truck Alliance in Q3 2021 and has held it in 14 quarters since.
248 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2025.

Based on Pinpoint Asset Management's 13F filing for Q1 2025, filed 12 May 2025.