Blue Creek Capital 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 | $17.3M | Sell |
1,461,313
-115,000
| -7% | -$1.36M | 24.14% | 1 |
|
|
2025
Q1 | $20.1M | Sell |
1,576,313
-120,000
| -7% | -$1.53M | 26.11% | 1 |
|
|
2024
Q4 | $18.4M | Sell |
1,696,313
-514,538
| -23% | -$5.57M | 25.14% | 1 |
|
|
2024
Q3 | $19.9M | Buy |
+2,210,851
| New | +$19.9M | 18.85% | 2 |
|
|
2024
Q1 | $25M | Sell |
3,433,683
-355,858
| -9% | -$2.59M | 18.45% | 2 |
|
|
2023
Q4 | $26.6M | Sell |
3,789,541
-181,446
| -5% | -$1.27M | 19.1% | 4 |
|
|
2023
Q3 | $28M | Sell |
3,970,987
-104,013
| -3% | -$732K | 21.74% | 2 |
|
|
2023
Q2 | $25.3M | Sell |
4,075,000
-112,000
| -3% | -$697K | 20.89% | 2 |
|
|
2023
Q1 | $31.9M | Buy |
4,187,000
+2,183,000
| +109% | +$16.6M | 21.14% | 1 |
|
|
2022
Q4 | $16M | Buy |
+2,004,000
| New | +$16M | 12.8% | 4 |
|