EntryPoint Capital’s Full Truck Alliance YMM Stock Holding History

EntryPoint 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
2024 Q4	–	Sell	-29,483	Closed	-$266K	–	997
2024 Q3	$266K	Buy	29,483 +11,009	+60%	+$84.4K	0.15%	299
2024 Q2	$149K	Buy	18,474 +12,828	+227%	+$109K	0.07%	579
2024 Q1	$41K	Sell	5,646 -14,283	-72%	-$95.3K	0.04%	854
2023 Q4	$140K	Buy	+19,929	New	+$141K	0.13%	221

Other funds holding YMM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

EntryPoint Capital's YMM Position: Q4 2024 in Review

EntryPoint Capital sold out of Full Truck Alliance (YMM) in Q4 2024, closing a stake of 29,483 shares — an estimated $266K sold.

EntryPoint Capital first reported a position in YMM in Q4 2023 and held it in 4 quarters. The position peaked at $266K in Q3 2024. 195 funds tracked by Wall St. Rank hold YMM as of Q4 2024.

EntryPoint Capital reported no remaining Full Truck Alliance position as of Q4 2024 after selling out during the quarter.
EntryPoint Capital sold 29,483 Full Truck Alliance shares in Q4 2024, an estimated $266K.
EntryPoint Capital first reported a position in Full Truck Alliance in Q4 2023 and held it in 4 quarters.
EntryPoint Capital's Full Truck Alliance position peaked at $266K in Q3 2024.
195 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2024.

Based on EntryPoint Capital's 13F filing for Q4 2024, filed 11 Feb 2025.