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Thomas Steyer’s Full Truck Alliance YMM Stock Holding History

Thomas Steyer’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
-1,550,598
Closed -$18.3M – 166
2025
Q2 		$18.3M Sell
1,550,598
-5,806,609
-79% -$67.6M 0.08% 71
2025
Q1 		$94M Sell
7,357,207
-9,227,888
-56% -$111M 0.45% 45
2024
Q4 		$179M Sell
16,585,095
-4,080,453
-20% -$39.8M 0.79% 43
2024
Q3 		$186M Sell
20,665,548
-5,184,755
-20% -$39.8M 0.82% 43
2024
Q2 		$208M Sell
25,850,303
-434,756
-2% -$3.7M 0.89% 32
2024
Q1 		$191M Sell
26,285,059
-11,905,436
-31% -$79.4M 0.81% 34
2023
Q4 		$268M Hold
38,190,495
– – 1.22% 25
2023
Q3 		$269M Sell
38,190,495
-7,667,743
-17% -$52.9M 1.25% 24
2023
Q2 		$285M Buy
45,858,238
+2,053,000
+5% +$13.2M 1.43% 25
2023
Q1 		$333M Buy
43,805,238
+365,495
+0.8% +$2.9M 1.82% 17
2022
Q4 		$348M Sell
43,439,743
-1,725,000
-4% -$11.8M 2.05% 15
2022
Q3 		$296M Buy
45,164,743
+5,489,000
+14% +$42.3M 1.62% 21
2022
Q2 		$359M Buy
39,675,743
+16,497,000
+71% +$112M 1.95% 11
2022
Q1 		$155M Buy
23,178,743
+9,171,000
+65% +$74.2M 0.75% 37
2021
Q4 		$117M Buy
14,007,743
+13,192,743
+1,619% +$174M 0.59% 43
2021
Q3 		$12.5M Buy
815,000
+54,251
+7% +$798K 0.06% 125
2021
Q2 		$15.5M Buy
+760,749
New +$15M 0.06% 110

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thomas Steyer's YMM Position: Q3 2025 in Review

Thomas Steyer sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 1,550,598 shares — an estimated $18.3M sold.

Thomas Steyer first reported a position in YMM in Q2 2021 and held it in 17 quarters. The position peaked at $359M in Q2 2022. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

  • Thomas Steyer reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
  • Thomas Steyer sold 1,550,598 Full Truck Alliance shares in Q3 2025, an estimated $18.3M.
  • Thomas Steyer first reported a position in Full Truck Alliance in Q2 2021 and held it in 17 quarters.
  • Thomas Steyer's Full Truck Alliance position peaked at $359M in Q2 2022.
  • 229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

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