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Carrhae Capital’s Full Truck Alliance YMM Stock Holding History

Carrhae Capital’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
2026
Q1 		– Sell
-3,807,441
Closed -$40.9M – 51
2025
Q4 		$40.9M Buy
3,807,441
+1,132,667
+42% +$13.6M 2.72% 23
2025
Q3 		$34.7M Buy
+2,674,774
New +$33.1M 3.29% 16
2024
Q3 		– Sell
-3,966,866
Closed -$31.9M – 30
2024
Q2 		$31.9M Buy
3,966,866
+588,719
+17% +$5.01M 5.22% 11
2024
Q1 		$24.6M Buy
+3,378,147
New +$22.5M 4.81% 9
2023
Q4 		– Sell
-452,140
Closed -$3.18M – 27
2023
Q3 		$3.18M Buy
+452,140
New +$3.12M 1.09% 12
2021
Q3 		– Sell
-256,525
Closed -$5.23M – 19
2021
Q2 		$5.23M Buy
+256,525
New +$5.04M 2.37% 12

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Fidelity International
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Invesco
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GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return