Alpine Investment 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 | $54.3M | Buy |
+4,598,038
| New | +$54.3M | 16.38% | 2 |
|
|
2024
Q4 | – | Sell |
-4,561,762
| Closed | -$41.1M | – | 12 |
|
|
2024
Q3 | $41.1M | Buy |
4,561,762
+3,719,506
| +442% | +$33.5M | 11.06% | 2 |
|
|
2024
Q2 | $6.77M | Sell |
842,256
-2,345,239
| -74% | -$18.9M | 0.9% | 8 |
|
|
2024
Q1 | $23.2M | Buy |
+3,187,495
| New | +$23.2M | 2.67% | 4 |
|
|
2023
Q1 | – | Sell |
-200,000
| Closed | -$1.6M | – | 14 |
|
|
2022
Q4 | $1.6M | Buy |
+200,000
| New | +$1.6M | 0.32% | 8 |
|