KCP
YMM icon

Kaizen Capital Partners’s Full Truck Alliance YMM Stock Holding History

Kaizen Capital Partners’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$21.6M Buy
+3,081,335
New +$21.7M 32.89% 2

Other funds holding YMM

FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kaizen Capital Partners's YMM Position: Q4 2023 in Review

Kaizen Capital Partners opened a new position in Full Truck Alliance (YMM) in Q4 2023: 3,081,335 shares worth $21.6M. The stake represents 32.89% of the portfolio and ranks #2 among its holdings.

149 funds tracked by Wall St. Rank hold YMM as of Q4 2023.

  • Kaizen Capital Partners held 3,081,335 shares of Full Truck Alliance worth $21.6M as of Q4 2023.
  • Full Truck Alliance was a new Kaizen Capital Partners position in Q4 2023.
  • Full Truck Alliance made up 32.89% of Kaizen Capital Partners's portfolio in Q4 2023, its #2 holding.
  • 149 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2023.

Based on Kaizen Capital Partners's 13F filing for Q4 2023, filed 8 Feb 2024.