North of South 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	$93.6M	Buy	7,924,966 +1,767,038	+29%	+$20.9M	9.84%	4
2025 Q1	$78.6M	Buy	6,157,928 +465,439	+8%	+$5.94M	8.78%	3
2024 Q4	$61.6M	Buy	5,692,489 +2,436,130	+75%	+$26.4M	7.48%	5
2024 Q3	$29.3M	Buy	+3,256,359	New	+$29.3M	4.45%	9