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Twenty Acre Capital’s Full Truck Alliance YMM Stock Holding History

Twenty Acre 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
-786,100
Closed -$9.28M – 16
2025
Q2 		$9.28M Sell
786,100
-25,100
-3% -$292K 6.63% 9
2025
Q1 		$8.78M Hold
811,200
– – 6.97% 6
2024
Q4 		$8.78M Buy
811,200
+11,900
+1% +$116K 7.17% 6
2024
Q3 		$7.2M Sell
799,300
-89,500
-10% -$687K 6.34% 4
2024
Q2 		$7.3M Sell
888,800
-200,600
-18% -$1.71M 6.77% 7
2024
Q1 		$7.92M Buy
1,089,400
+160,100
+17% +$1.07M 7.65% 3
2023
Q4 		$6.51M Buy
929,300
+55,100
+6% +$389K 6.2% 8
2023
Q3 		$6.15M Buy
874,200
+140,800
+19% +$971K 6.69% 6
2023
Q2 		$4.56M Buy
733,400
+158,000
+27% +$1.02M 4.88% 12
2023
Q1 		$4.38M Buy
575,400
+114,000
+25% +$903K 5% 12
2022
Q4 		$3.69M Sell
461,400
-76,300
-14% -$523K 4.48% 14
2022
Q3 		$3.52M Buy
+537,700
New +$4.15M 3.98% 13

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

Twenty Acre Capital's YMM Position: Q3 2025 in Review

Twenty Acre Capital sold out of Full Truck Alliance (YMM) in Q3 2025, closing a stake of 786,100 shares — an estimated $9.28M sold.

Twenty Acre Capital first reported a position in YMM in Q3 2022 and held it in 12 quarters. The position peaked at $9.28M in Q2 2025. 229 funds tracked by Wall St. Rank hold YMM as of Q3 2025.

  • Twenty Acre Capital reported no remaining Full Truck Alliance position as of Q3 2025 after selling out during the quarter.
  • Twenty Acre Capital sold 786,100 Full Truck Alliance shares in Q3 2025, an estimated $9.28M.
  • Twenty Acre Capital first reported a position in Full Truck Alliance in Q3 2022 and held it in 12 quarters.
  • Twenty Acre Capital's Full Truck Alliance position peaked at $9.28M in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2025.

Based on Twenty Acre Capital's 13F filing for Q3 2025, filed 4 Nov 2025.