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Darsana Capital Partners’s Full Truck Alliance YMM Stock Holding History

Darsana Capital Partners’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
2021
Q3 		– Sell
-1,500,000
Closed -$30.6M – 19
2021
Q2 		$30.6M Buy
+1,500,000
New +$29.5M 0.87% 18

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Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return
GCCM
Green Court Capital Management Hong Kong $108M AUM 15.79% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM

Darsana Capital Partners's YMM Position: Q3 2021 in Review

Darsana Capital Partners sold out of Full Truck Alliance (YMM) in Q3 2021, closing a stake of 1,500,000 shares — an estimated $30.6M sold.

Darsana Capital Partners first reported a position in YMM in Q2 2021 and held it in 1 quarter. The position peaked at $30.6M in Q2 2021. 57 funds tracked by Wall St. Rank hold YMM as of Q3 2021.

  • Darsana Capital Partners reported no remaining Full Truck Alliance position as of Q3 2021 after selling out during the quarter.
  • Darsana Capital Partners sold 1,500,000 Full Truck Alliance shares in Q3 2021, an estimated $30.6M.
  • Darsana Capital Partners first reported a position in Full Truck Alliance in Q2 2021 and held it in 1 quarter.
  • Darsana Capital Partners's Full Truck Alliance position peaked at $30.6M in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Full Truck Alliance as of Q3 2021.

Based on Darsana Capital Partners's 13F filing for Q3 2021, filed 15 Nov 2021.