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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
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

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Group
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
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.