Kadensa Capital’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 | $23.4M | Buy |
1,980,461
+692,192
| +54% | +$8.17M | 3.72% | 6 |
|
|
2025
Q1 | $16.5M | Buy |
1,288,269
+836,189
| +185% | +$10.7M | 2.04% | 19 |
|
|
2024
Q4 | $4.89M | Buy |
+452,080
| New | +$4.89M | 0.59% | 38 |
|
|
2024
Q3 | – | Sell |
-1,103,670
| Closed | -$8.87M | – | 46 |
|
|
2024
Q2 | $8.87M | Buy |
+1,103,670
| New | +$8.87M | 2.09% | 20 |
|