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Carmignac Gestion’s Full Truck Alliance YMM Stock Holding History

Carmignac Gestion’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
Q1 		– Sell
-3,912,495
Closed -$27.4M – 157
2023
Q4 		$27.4M Sell
3,912,495
-775,876
-17% -$5.47M 0.46% 43
2023
Q3 		$32.9M Sell
4,688,371
-38,680
-0.8% -$267K 0.6% 36
2023
Q2 		$29.4M Sell
4,727,051
-513,674
-10% -$3.31M 0.51% 42
2023
Q1 		$39.9M Buy
5,240,725
+1,494,014
+40% +$11.8M 0.66% 40
2022
Q4 		$30M Buy
3,746,711
+247,458
+7% +$1.7M 0.54% 44
2022
Q3 		$22.9M Buy
3,499,253
+474,849
+16% +$3.66M 0.49% 37
2022
Q2 		$27.3M Buy
+3,024,404
New +$20.6M 0.58% 35
2021
Q3 		– Sell
-1,058,381
Closed -$21.3M – 142
2021
Q2 		$21.3M Buy
+1,058,381
New +$20.8M 0.25% 52

Other funds holding YMM

HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Carmignac Gestion's YMM Position: Q1 2024 in Review

Carmignac Gestion sold out of Full Truck Alliance (YMM) in Q1 2024, closing a stake of 3,912,495 shares — an estimated $27.4M sold.

Carmignac Gestion first reported a position in YMM in Q2 2021 and held it in 8 quarters. The position peaked at $39.9M in Q1 2023. 146 funds tracked by Wall St. Rank hold YMM as of Q1 2024.

  • Carmignac Gestion reported no remaining Full Truck Alliance position as of Q1 2024 after selling out during the quarter.
  • Carmignac Gestion sold 3,912,495 Full Truck Alliance shares in Q1 2024, an estimated $27.4M.
  • Carmignac Gestion first reported a position in Full Truck Alliance in Q2 2021 and held it in 8 quarters.
  • Carmignac Gestion's Full Truck Alliance position peaked at $39.9M in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2024.

Based on Carmignac Gestion's 13F filing for Q1 2024, filed 14 May 2024.