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Thornburg Investment Management’s Full Truck Alliance YMM Stock Holding History

Thornburg Investment Management’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
-436,514
Closed -$55.7M – 192
2025
Q1 		$55.7M Buy
+436,514
New +$5.26M 0.08% 121

Other funds holding YMM

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Thornburg Investment Management's YMM Position: Q2 2025 in Review

Thornburg Investment Management sold out of Full Truck Alliance (YMM) in Q2 2025, closing a stake of 436,514 shares — an estimated $55.7M sold.

Thornburg Investment Management first reported a position in YMM in Q1 2025 and held it in 1 quarter. The position peaked at $55.7M in Q1 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q2 2025.

  • Thornburg Investment Management reported no remaining Full Truck Alliance position as of Q2 2025 after selling out during the quarter.
  • Thornburg Investment Management sold 436,514 Full Truck Alliance shares in Q2 2025, an estimated $55.7M.
  • Thornburg Investment Management first reported a position in Full Truck Alliance in Q1 2025 and held it in 1 quarter.
  • Thornburg Investment Management's Full Truck Alliance position peaked at $55.7M in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2025.

Based on Thornburg Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.