FengHe Fund 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
2024 Q4	–	Sell	-1,393,600	Closed	-$12.6M	–	23
2024 Q3	$12.6M	Buy	1,393,600 +276,600	+25%	+$2.49M	3.71%	9
2024 Q2	$8.98M	Buy	+1,117,000	New	+$8.98M	1.25%	20