Point72 Asset Management’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-20,400
Closed -$265K – 4217
2025
Q3
$265K Hold
20,400
– – ﹤0.01% 2093
2025
Q2
$241K Buy
+20,400
New +$237K ﹤0.01% 1952

Other funds holding YMM

Point72 Asset Management's YMM Position: Q2 2025 in Review

Point72 Asset Management sold out of Full Truck Alliance (YMM) in Q2 2025, closing a stake of 1,035,457 shares — an estimated $12M sold.

Point72 Asset Management first reported a position in YMM in Q1 2022 and held it in 6 quarters. The position peaked at $13.2M in Q1 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q2 2025.

  • Point72 Asset Management reported no remaining Full Truck Alliance position as of Q2 2025 after selling out during the quarter.
  • Point72 Asset Management sold 1,035,457 Full Truck Alliance shares in Q2 2025, an estimated $12M.
  • Point72 Asset Management first reported a position in Full Truck Alliance in Q1 2022 and held it in 6 quarters.
  • Point72 Asset Management's Full Truck Alliance position peaked at $13.2M in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2025.

Based on Point72 Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.