Alkeon Capital Management’s Full Truck Alliance YMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $184M | Sell |
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|
2025
Q2 | $174M | Buy |
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|
2025
Q1 | $178M | Sell |
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|
2024
Q4 | $151M | Sell |
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|
2024
Q3 | $219M | Buy |
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|
2024
Q2 | $188M | Hold |
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|
2024
Q1 | $170M | Buy |
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|
2023
Q4 | $156M | Buy |
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|
2023
Q3 | $155M | Buy |
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|
2023
Q2 | $134M | Buy |
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|
2023
Q1 | $150M | Buy |
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|
2022
Q4 | $125M | Buy |
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|
2022
Q3 | $97.9M | Buy |
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|
2022
Q2 | $129M | Buy |
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|
2022
Q1 | $58.5M | Buy |
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|
2021
Q4 | $52.8M | Sell |
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|
2021
Q3 | $147M | Buy |
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|
2021
Q2 | $133M | Buy |
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