Balyasny Asset 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
2023
Q4
Sell
-875,873
Closed -$6.17M 2334
2023
Q3
$6.17M Buy
+875,873
New +$6.17M 0.01% 730
2022
Q4
Sell
-446,264
Closed -$2.92M 2808
2022
Q3
$2.92M Sell
446,264
-61,012
-12% -$400K 0.01% 985
2022
Q2
$4.6M Buy
507,276
+104,551
+26% +$947K 0.02% 789
2022
Q1
$2.69M Sell
402,725
-256,864
-39% -$1.71M 0.01% 965
2021
Q4
$5.52M Buy
+659,589
New +$5.52M 0.02% 692