Carrhae Capital’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,966,866
Closed -$31.9M 28
2024
Q2
$31.9M Buy
3,966,866
+588,719
+17% +$4.73M 3.68% 9
2024
Q1
$24.6M Buy
+3,378,147
New +$24.6M 4.37% 8
2023
Q4
Sell
-452,140
Closed -$3.18M 26
2023
Q3
$3.18M Buy
+452,140
New +$3.18M 1.09% 12
2021
Q3
Sell
-256,525
Closed -$5.23M 17
2021
Q2
$5.23M Buy
+256,525
New +$5.23M 1.15% 11