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
2025
Q2
$18.3M Sell
2025
Q1
$94M Sell
2024
Q4
$179M Sell
2024
Q3
$186M Sell
2024
Q2
$208M Sell
2024
Q1
$191M Sell
2023
Q4
$268M Hold
2023
Q3
$269M Sell
2023
Q2
$285M Buy
2023
Q1
$333M Buy
2022
Q4
$348M Sell
2022
Q3
$296M Buy
2022
Q2
$359M Buy
2022
Q1
$155M Buy
2021
Q4
$117M Buy
2021
Q3
$12.5M Buy
2021
Q2
$15.5M Buy