Taikang Asset Management (HK)’s Full Truck Alliance YMM Stock Holding History

Taikang Asset Management (HK)’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	-1,211,700	Closed	-$14.3M	–	112
2025 Q2	$14.3M	Sell	1,211,700 -336,566	-22%	-$3.92M	1.84%	12
2025 Q1	$19.8M	Buy	1,548,266 +184,652	+14%	+$2.23M	2.69%	9
2024 Q4	$14.8M	Buy	1,363,614 +1,063,614	+355%	+$10.4M	2.17%	10
2024 Q3	$2.7M	Sell	300,000 -1,315,797	-81%	-$10.1M	0.28%	75
2024 Q2	$13M	Buy	+1,615,797	New	+$13.7M	2.02%	11
2022 Q3	–	Sell	-404,634	Closed	-$28.8M	–	69
2022 Q2	$28.8M	Buy	+404,634	New	+$2.75M	0.71%	51
2021 Q4	–	Sell	-17,102	Closed	-$262K	–	82
2021 Q3	$262K	Sell	17,102 -136,817	-89%	-$2.01M	0.05%	79
2021 Q2	$3.14M	Buy	+153,919	New	+$3.03M	0.48%	57

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

Taikang Asset Management (HK)'s YMM Position: Q3 2025 in Review

Taikang Asset Management (HK) sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 1,211,700 shares — an estimated $14.3M sold.

Taikang Asset Management (HK) first reported a position in YMM in Q2 2021 and held it in 8 quarters. The position peaked at $28.8M in Q2 2022. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

Taikang Asset Management (HK) reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
Taikang Asset Management (HK) sold 1,211,700 Full Truck Alliance shares in Q3 2025, an estimated $14.3M.
Taikang Asset Management (HK) first reported a position in Full Truck Alliance in Q2 2021 and held it in 8 quarters.
Taikang Asset Management (HK)'s Full Truck Alliance position peaked at $28.8M in Q2 2022.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Taikang Asset Management (HK)'s 13F filing for Q3 2025, filed 12 Nov 2025.