LMR Partners’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 | $236K | Sell |
20,000
-110,000
| -85% | -$1.3M | ﹤0.01% | 574 |
|
|
2025
Q1 | $1.66M | Buy |
130,000
+102,119
| +366% | +$1.3M | 0.02% | 353 |
|
|
2024
Q4 | $302K | Buy |
27,881
+5,646
| +25% | +$61.1K | ﹤0.01% | 527 |
|
|
2024
Q3 | $200K | Sell |
22,235
-97,765
| -81% | -$881K | ﹤0.01% | 517 |
|
|
2024
Q2 | $965K | Buy |
+120,000
| New | +$965K | 0.01% | 330 |
|
|
2023
Q3 | – | Sell |
-502,257
| Closed | -$3.12M | – | 893 |
|
|
2023
Q2 | $3.12M | Hold |
502,257
| – | – | 0.03% | 215 |
|
|
2023
Q1 | $3.82M | Buy |
502,257
+185,620
| +59% | +$1.41M | 0.06% | 301 |
|
|
2022
Q4 | $2.53M | Buy |
+316,637
| New | +$2.53M | 0.04% | 442 |
|