Steven Cohen’s Full Truck Alliance YMM Stock Holding History

Steven Cohen’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	-1,035,457	Closed	-$12M	–	2659
2025 Q1	$13.2M	Buy	+1,035,457	New	+$12.5M	0.03%	578
2024 Q1	–	Sell	-364,500	Closed	-$2.56M	–	2677
2023 Q4	$2.56M	Sell	364,500 -142,300	-28%	-$1M	0.01%	1125
2023 Q3	$3.57M	Buy	+506,800	New	+$3.49M	0.01%	982
2023 Q2	–	Sell	-135,028	Closed	-$1.03M	–	2865
2023 Q1	$1.03M	Buy	+135,028	New	+$1.07M	﹤0.01%	1104
2022 Q4	–	Sell	-1,000	Closed	-$7K	–	1836
2022 Q3	$7K	Buy	+1,000	New	+$7.71K	﹤0.01%	1345
2022 Q2	–	Sell	-33,800	Closed	-$225K	–	1684
2022 Q1	$225K	Buy	+33,800	New	+$273K	﹤0.01%	1057

Other funds holding YMM

FBIL

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Steven Cohen's YMM Position: Q2 2025 in Review

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

Steven Cohen 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.

Steven Cohen reported no remaining Full Truck Alliance position as of Q2 2025 after selling out during the quarter.
Steven Cohen sold 1,035,457 Full Truck Alliance shares in Q2 2025, an estimated $12M.
Steven Cohen first reported a position in Full Truck Alliance in Q1 2022 and held it in 6 quarters.
Steven Cohen'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.