Yunqi Capital’s Full Truck Alliance YMM Stock Holding History

Yunqi 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 Q2	–	Sell	-1,084,500	Closed	-$13.8M	–	6
2025 Q1	$13.8M	Sell	1,084,500 -354,000	-25%	-$4.27M	13.63%	4
2024 Q4	$15.6M	Sell	1,438,500 -2,476,800	-63%	-$24.2M	9.94%	5
2024 Q3	$35.3M	Buy	3,915,300 +550,000	+16%	+$4.22M	20.1%	2
2024 Q2	$27.1M	Hold	3,365,300	–	–	17.11%	2
2024 Q1	$24.5M	Buy	3,365,300 +560,000	+20%	+$3.74M	16.91%	3
2023 Q4	$19.7M	Buy	+2,805,300	New	+$19.8M	13.8%	4

Other funds holding YMM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Yunqi Capital's YMM Position: Q2 2025 in Review

Yunqi Capital sold out of Full Truck Alliance (YMM) in Q2 2025, closing a stake of 1,084,500 shares — an estimated $13.8M sold.

Yunqi Capital first reported a position in YMM in Q4 2023 and held it in 6 quarters. The position peaked at $35.3M in Q3 2024. 229 funds tracked by Wall St. Rank hold YMM as of Q2 2025.

Yunqi Capital reported no remaining Full Truck Alliance position as of Q2 2025 after selling out during the quarter.
Yunqi Capital sold 1,084,500 Full Truck Alliance shares in Q2 2025, an estimated $13.8M.
Yunqi Capital first reported a position in Full Truck Alliance in Q4 2023 and held it in 6 quarters.
Yunqi Capital's Full Truck Alliance position peaked at $35.3M in Q3 2024.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2025.

Based on Yunqi Capital's 13F filing for Q2 2025, filed 7 Aug 2025.