LCAM
Long Corridor Asset Management’s Full Truck Alliance YMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50,000
| Closed | -$402K | – | 27 |
|
|
2024
Q2 | $402K | Buy |
+50,000
| New | +$402K | 0.38% | 18 |
|
|
2023
Q2 | – | Sell |
-100,000
| Closed | -$761K | – | 18 |
|
|
2023
Q1 | $761K | Sell |
100,000
-650,000
| -87% | -$4.95M | 0.91% | 14 |
|
|
2022
Q4 | $6M | Sell |
750,000
-900,000
| -55% | -$7.2M | 6.71% | 5 |
|
|
2022
Q3 | $10.8M | Buy |
1,650,000
+120,000
| +8% | +$786K | 9.88% | 3 |
|
|
2022
Q2 | $13.9M | Buy |
+1,530,000
| New | +$13.9M | 11.69% | 4 |
|