Aubrey Capital Management’s Full Truck Alliance YMM Stock Holding History

Aubrey Capital Management’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
2024 Q3	–	Sell	-54,700	Closed	-$348K	–	74
2024 Q2	$348K	Buy	54,700 +11,700	+27%	+$99.5K	0.14%	49
2024 Q1	$247K	Hold	43,000	–	–	0.09%	58
2023 Q4	$301K	Hold	43,000	–	–	0.13%	57
2023 Q3	$248K	Hold	43,000	–	–	0.14%	50
2023 Q2	$267K	Buy	43,000 +18,000	+72%	+$116K	0.18%	47
2023 Q1	$190K	Buy	+25,000	New	+$198K	0.11%	46

Other funds holding YMM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

Aubrey Capital Management's YMM Position: Q3 2024 in Review

Aubrey Capital Management sold out of Full Truck Alliance (YMM) in Q3 2024, closing a stake of 54,700 shares — an estimated $348K sold.

Aubrey Capital Management first reported a position in YMM in Q1 2023 and held it in 6 quarters. The position peaked at $348K in Q2 2024. 170 funds tracked by Wall St. Rank hold YMM as of Q3 2024.

Aubrey Capital Management reported no remaining Full Truck Alliance position as of Q3 2024 after selling out during the quarter.
Aubrey Capital Management sold 54,700 Full Truck Alliance shares in Q3 2024, an estimated $348K.
Aubrey Capital Management first reported a position in Full Truck Alliance in Q1 2023 and held it in 6 quarters.
Aubrey Capital Management's Full Truck Alliance position peaked at $348K in Q2 2024.
170 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2024.

Based on Aubrey Capital Management's 13F filing for Q3 2024, filed 6 Nov 2024.