Farallon Capital Management’s Full Truck Alliance YMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,550,598	Closed	-$18.3M	–	170
2025 Q2	$18.3M	Sell	1,550,598 -5,806,609	-79%	-$67.6M	0.08%	71
2025 Q1	$94M	Sell	7,357,207 -9,227,888	-56%	-$111M	0.51%	45
2024 Q4	$179M	Sell	16,585,095 -4,080,453	-20%	-$39.8M	0.95%	43
2024 Q3	$186M	Sell	20,665,548 -5,184,755	-20%	-$39.8M	1.02%	43
2024 Q2	$208M	Sell	25,850,303 -434,756	-2%	-$3.7M	1.23%	32
2024 Q1	$191M	Sell	26,285,059 -11,905,436	-31%	-$79.4M	1.12%	34
2023 Q4	$268M	Hold	38,190,495	–	–	1.67%	25
2023 Q3	$269M	Sell	38,190,495 -7,667,743	-17%	-$52.9M	1.52%	24
2023 Q2	$285M	Buy	45,858,238 +2,053,000	+5%	+$13.2M	1.7%	25
2023 Q1	$333M	Buy	43,805,238 +365,495	+0.8%	+$2.9M	2.02%	17
2022 Q4	$348M	Sell	43,439,743 -1,725,000	-4%	-$11.8M	2.25%	15
2022 Q3	$296M	Buy	45,164,743 +5,489,000	+14%	+$42.3M	1.81%	21
2022 Q2	$359M	Buy	39,675,743 +16,497,000	+71%	+$112M	2.11%	11
2022 Q1	$155M	Buy	23,178,743 +9,171,000	+65%	+$74.2M	0.85%	37
2021 Q4	$117M	Buy	14,007,743 +13,192,743	+1,619%	+$174M	0.66%	43
2021 Q3	$12.5M	Buy	815,000 +54,251	+7%	+$798K	0.07%	125
2021 Q2	$15.5M	Buy	+760,749	New	+$15M	0.07%	110