Point72 Hong Kong’s Full Truck Alliance YMM Stock Holding History

Point72 Hong Kong’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 Q3	–	Sell	-318,855	Closed	-$3.77M	–	676
2025 Q2	$3.77M	Sell	318,855 -1,099,604	-78%	-$12.8M	0.24%	96
2025 Q1	$18.1M	Buy	+1,418,459	New	+$17.1M	1.15%	16
2024 Q3	–	Sell	-362,808	Closed	-$2.92M	–	677
2024 Q2	$2.92M	Buy	+362,808	New	+$3.09M	0.18%	117
2024 Q1	–	Sell	-66,772	Closed	-$468K	–	832
2023 Q4	$468K	Sell	66,772 -162,328	-71%	-$1.14M	0.03%	358
2023 Q3	$1.61M	Buy	+229,100	New	+$1.58M	0.44%	31
2022 Q3	–	Sell	-887,900	Closed	-$8.04M	–	2479
2022 Q2	$8.04M	Sell	887,900 -1,532,365	-63%	-$10.4M	0.3%	63
2022 Q1	$16.1M	Buy	+2,420,265	New	+$19.6M	0.55%	18
2021 Q3	–	Sell	-75,385	Closed	-$1.54M	–	2505
2021 Q2	$1.54M	Buy	+75,385	New	+$1.48M	0.05%	538

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Hong Kong's YMM Position: Q3 2025 in Review

Point72 Hong Kong sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 318,855 shares — an estimated $3.77M sold.

Point72 Hong Kong first reported a position in YMM in Q2 2021 and held it in 8 quarters. The position peaked at $18.1M in Q1 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

Point72 Hong Kong reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
Point72 Hong Kong sold 318,855 Full Truck Alliance shares in Q3 2025, an estimated $3.77M.
Point72 Hong Kong first reported a position in Full Truck Alliance in Q2 2021 and held it in 8 quarters.
Point72 Hong Kong's Full Truck Alliance position peaked at $18.1M in Q1 2025.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Point72 Hong Kong's 13F filing for Q3 2025, filed 14 Nov 2025.