KCMH
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Kontiki Capital Management (HK)’s Full Truck Alliance YMM Stock Holding History

Kontiki Capital Management (HK)’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$184M Buy
15,548,399
+9,180,373
+144% +$108M 10.48% 5
2025
Q1 		$81.3M Buy
+6,368,026
New +$81.3M 5.85% 6