NS 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	–	Sell	-1,413,600	Closed	-$18.1M	–	76
2025 Q1	$18.1M	Buy	1,413,600 +1,248,200	+755%	+$15.9M	0.79%	41
2024 Q4	$1.79M	Buy	+165,400	New	+$1.79M	0.07%	68