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 |
|