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Sylebra Capital’s Full Truck Alliance YMM Stock Holding History

Sylebra Capital’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
-2,248,977
Closed -$26.6M – 17
2025
Q2 		$26.6M Sell
2,248,977
-1,894,771
-46% -$22.1M 1.08% 12
2025
Q1 		$52.9M Sell
4,143,748
-2,365,467
-36% -$28.5M 2.67% 9
2024
Q4 		$70.4M Hold
6,509,215
– – 2.64% 10
2024
Q3 		$58.6M Sell
6,509,215
-1,502,703
-19% -$11.5M 1.94% 12
2024
Q2 		$64.4M Buy
8,011,918
+2,939,456
+58% +$25M 2.39% 11
2024
Q1 		$36.9M Buy
+5,072,462
New +$33.8M 1.23% 19

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sylebra Capital's YMM Position: Q3 2025 in Review

Sylebra Capital sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 2,248,977 shares — an estimated $26.6M sold.

Sylebra Capital first reported a position in YMM in Q1 2024 and held it in 6 quarters. The position peaked at $70.4M in Q4 2024. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

  • Sylebra Capital reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
  • Sylebra Capital sold 2,248,977 Full Truck Alliance shares in Q3 2025, an estimated $26.6M.
  • Sylebra Capital first reported a position in Full Truck Alliance in Q1 2024 and held it in 6 quarters.
  • Sylebra Capital's Full Truck Alliance position peaked at $70.4M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Sylebra Capital's 13F filing for Q3 2025, filed 14 Nov 2025.