VAM
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Veritas Asset Management’s Full Truck Alliance YMM Stock Holding History

Veritas Asset 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
Q4 		– Sell
-111,136
Closed -$1.44M – 32
2025
Q3 		$1.44M Hold
111,136
– – 0.02% 29
2025
Q2 		$1.31M Buy
111,136
+12,130
+12% +$141K 0.01% 29
2025
Q1 		$1.26M Buy
99,006
+26,122
+36% +$315K 0.01% 29
2024
Q4 		$789K Buy
+72,884
New +$711K 0.01% 33

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
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
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Veritas Asset Management's YMM Position: Q4 2025 in Review

Veritas Asset Management sold out of Full Truck Alliance (YMM) in Q4 2025, closing a stake of 111,136 shares — an estimated $1.44M sold.

Veritas Asset Management first reported a position in YMM in Q4 2024 and held it in 4 quarters. The position peaked at $1.44M in Q3 2025. 211 funds tracked by Wall St. Rank hold YMM as of Q4 2025.

  • Veritas Asset Management reported no remaining Full Truck Alliance position as of Q4 2025 after selling out during the quarter.
  • Veritas Asset Management sold 111,136 Full Truck Alliance shares in Q4 2025, an estimated $1.44M.
  • Veritas Asset Management first reported a position in Full Truck Alliance in Q4 2024 and held it in 4 quarters.
  • Veritas Asset Management's Full Truck Alliance position peaked at $1.44M in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2025.

Based on Veritas Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.