Alkeon Capital Management’s Full Truck Alliance YMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174M | Buy |
14,698,535
+790,000
| +6% | +$9.33M | 0.29% | 34 |
|
|
2025
Q1 | $178M | Sell |
13,908,535
-13,035
| -0.1% | -$166K | 0.37% | 30 |
|
|
2024
Q4 | $151M | Sell |
13,921,570
-10,355,000
| -43% | -$112M | 0.31% | 31 |
|
|
2024
Q3 | $219M | Buy |
24,276,570
+921,820
| +4% | +$8.31M | 0.37% | 30 |
|
|
2024
Q2 | $188M | Hold |
23,354,750
| – | – | 0.31% | 29 |
|
|
2024
Q1 | $170M | Buy |
23,354,750
+1,050,000
| +5% | +$7.63M | 0.29% | 31 |
|
|
2023
Q4 | $156M | Buy |
22,304,750
+218,460
| +1% | +$1.53M | 0.35% | 30 |
|
|
2023
Q3 | $155M | Buy |
22,086,290
+500,000
| +2% | +$3.52M | 0.28% | 31 |
|
|
2023
Q2 | $134M | Buy |
21,586,290
+1,914,884
| +10% | +$11.9M | 0.23% | 40 |
|
|
2023
Q1 | $150M | Buy |
19,671,406
+4,000,000
| +26% | +$30.4M | 0.33% | 34 |
|
|
2022
Q4 | $125M | Buy |
15,671,406
+726,583
| +5% | +$5.81M | 0.48% | 39 |
|
|
2022
Q3 | $97.9M | Buy |
14,944,823
+722,113
| +5% | +$4.73M | 0.32% | 51 |
|
|
2022
Q2 | $129M | Buy |
14,222,710
+5,450,000
| +62% | +$49.4M | 0.35% | 44 |
|
|
2022
Q1 | $58.5M | Buy |
8,772,710
+2,459,242
| +39% | +$16.4M | 0.12% | 82 |
|
|
2021
Q4 | $52.8M | Sell |
6,313,468
-3,253,144
| -34% | -$27.2M | 0.1% | 90 |
|
|
2021
Q3 | $147M | Buy |
9,566,612
+3,043,552
| +47% | +$46.7M | 0.25% | 69 |
|
|
2021
Q2 | $133M | Buy |
+6,523,060
| New | +$133M | 0.2% | 71 |
|