Farallon Capital Management’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 | $18.3M | Sell |
1,550,598
-5,806,609
| -79% | -$68.6M | 0.08% | 66 |
|
|
2025
Q1 | $94M | Sell |
7,357,207
-9,227,888
| -56% | -$118M | 0.47% | 41 |
|
|
2024
Q4 | $179M | Sell |
16,585,095
-4,080,453
| -20% | -$44.2M | 0.8% | 39 |
|
|
2024
Q3 | $186M | Sell |
20,665,548
-5,184,755
| -20% | -$46.7M | 0.82% | 38 |
|
|
2024
Q2 | $208M | Sell |
25,850,303
-434,756
| -2% | -$3.5M | 0.9% | 29 |
|
|
2024
Q1 | $191M | Sell |
26,285,059
-11,905,436
| -31% | -$86.6M | 0.81% | 32 |
|
|
2023
Q4 | $268M | Hold |
38,190,495
| – | – | 1.23% | 24 |
|
|
2023
Q3 | $269M | Sell |
38,190,495
-7,667,743
| -17% | -$54M | 1.26% | 23 |
|
|
2023
Q2 | $285M | Buy |
45,858,238
+2,053,000
| +5% | +$12.8M | 1.43% | 24 |
|
|
2023
Q1 | $333M | Buy |
43,805,238
+365,495
| +0.8% | +$2.78M | 1.82% | 16 |
|
|
2022
Q4 | $348M | Sell |
43,439,743
-1,725,000
| -4% | -$13.8M | 2.05% | 14 |
|
|
2022
Q3 | $296M | Buy |
45,164,743
+5,489,000
| +14% | +$36M | 1.62% | 20 |
|
|
2022
Q2 | $359M | Buy |
39,675,743
+16,497,000
| +71% | +$149M | 1.95% | 10 |
|
|
2022
Q1 | $155M | Buy |
23,178,743
+9,171,000
| +65% | +$61.2M | 0.75% | 36 |
|
|
2021
Q4 | $117M | Buy |
14,007,743
+13,192,743
| +1,619% | +$110M | 0.59% | 41 |
|
|
2021
Q3 | $12.5M | Buy |
815,000
+54,251
| +7% | +$832K | 0.06% | 122 |
|
|
2021
Q2 | $15.5M | Buy |
+760,749
| New | +$15.5M | 0.06% | 108 |
|