Aperture Investors’s Full Truck Alliance YMM Stock Holding History

Aperture Investors’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
2023 Q2	–	Sell	-163,054	Closed	-$1.24M	–	92
2023 Q1	$1.24M	Buy	163,054 +45,811	+39%	+$363K	0.17%	61
2022 Q4	$938K	Buy	+117,243	New	+$804K	0.15%	61
2022 Q3	–	Sell	-23,190	Closed	-$210K	–	102
2022 Q2	$210K	Buy	+23,190	New	+$158K	0.04%	86

Other funds holding YMM

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

KFA

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

HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return

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

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

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

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return

Aperture Investors's YMM Position: Q2 2023 in Review

Aperture Investors sold out of Full Truck Alliance (YMM) in Q2 2023, closing a stake of 163,054 shares — an estimated $1.24M sold.

Aperture Investors first reported a position in YMM in Q2 2022 and held it in 3 quarters. The position peaked at $1.24M in Q1 2023. 118 funds tracked by Wall St. Rank hold YMM as of Q2 2023.

Aperture Investors reported no remaining Full Truck Alliance position as of Q2 2023 after selling out during the quarter.
Aperture Investors sold 163,054 Full Truck Alliance shares in Q2 2023, an estimated $1.24M.
Aperture Investors first reported a position in Full Truck Alliance in Q2 2022 and held it in 3 quarters.
Aperture Investors's Full Truck Alliance position peaked at $1.24M in Q1 2023.
118 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2023.

Based on Aperture Investors's 13F filing for Q2 2023, filed 14 Aug 2023.