DB
YMM icon

Dmitry Balyasny’s Full Truck Alliance YMM Stock Holding History

Dmitry Balyasny’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
2023
Q4 		– Sell
-875,873
Closed -$6.17M – 2969
2023
Q3 		$6.17M Buy
+875,873
New +$6.04M 0.01% 1026
2022
Q4 		– Sell
-446,264
Closed -$2.92M – 3301
2022
Q3 		$2.92M Sell
446,264
-61,012
-12% -$471K 0.01% 1300
2022
Q2 		$4.6M Buy
507,276
+104,551
+26% +$711K 0.02% 979
2022
Q1 		$2.69M Sell
402,725
-256,864
-39% -$2.08M 0.01% 1241
2021
Q4 		$5.52M Buy
+659,589
New +$8.72M 0.02% 820

Other funds holding YMM

FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dmitry Balyasny's YMM Position: Q4 2023 in Review

Dmitry Balyasny sold out of Full Truck Alliance (YMM) in Q4 2023, closing a stake of 875,873 shares — an estimated $6.17M sold.

Dmitry Balyasny first reported a position in YMM in Q4 2021 and held it in 5 quarters. The position peaked at $6.17M in Q3 2023. 149 funds tracked by Wall St. Rank hold YMM as of Q4 2023.

  • Dmitry Balyasny reported no remaining Full Truck Alliance position as of Q4 2023 after selling out during the quarter.
  • Dmitry Balyasny sold 875,873 Full Truck Alliance shares in Q4 2023, an estimated $6.17M.
  • Dmitry Balyasny first reported a position in Full Truck Alliance in Q4 2021 and held it in 5 quarters.
  • Dmitry Balyasny's Full Truck Alliance position peaked at $6.17M in Q3 2023.
  • 149 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2023.

Based on Balyasny Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.