Alex Sacerdote’s Full Truck Alliance YMM Stock Holding History

Alex Sacerdote’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
2021 Q3	–	Sell	-5,233,418	Closed	-$107M	–	78
2021 Q2	$107M	Buy	+5,233,418	New	+$103M	0.7%	40

Other funds holding YMM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

KFA

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $117M AUM 33.34% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $4.46B AUM

Alex Sacerdote's YMM Position: Q3 2021 in Review

Alex Sacerdote sold out of Full Truck Alliance (YMM) in Q3 2021, closing a stake of 5,233,418 shares — an estimated $107M sold.

Alex Sacerdote first reported a position in YMM in Q2 2021 and held it in 1 quarter. The position peaked at $107M in Q2 2021. 57 funds tracked by Wall St. Rank hold YMM as of Q3 2021.

Alex Sacerdote reported no remaining Full Truck Alliance position as of Q3 2021 after selling out during the quarter.
Alex Sacerdote sold 5,233,418 Full Truck Alliance shares in Q3 2021, an estimated $107M.
Alex Sacerdote first reported a position in Full Truck Alliance in Q2 2021 and held it in 1 quarter.
Alex Sacerdote's Full Truck Alliance position peaked at $107M in Q2 2021.
57 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2021.

Based on Whale Rock Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.