Davis Selected Advisers’s Full Truck Alliance YMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$137M	Buy	11,635,925 +3,816,581	+49%	+$45.1M	0.73%	33
2025 Q1	$99.9M	Buy	7,819,344 +2,418,953	+45%	+$30.9M	0.58%	33
2024 Q4	$58.4M	Buy	+5,400,391	New	+$58.4M	0.34%	42