OLP Capital Management’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	$198M	Buy	16,758,766 +1,053,422	+7%	+$12.4M	25.59%	3
2025 Q1	$201M	Hold	15,705,344	–	–	26.03%	3
2024 Q4	$170M	Sell	15,705,344 -427,215	-3%	-$4.62M	21.5%	3
2024 Q3	$145M	Buy	16,132,559 +8,265,808	+105%	+$74.5M	21.72%	3
2024 Q2	$63.2M	Buy	+7,866,751	New	+$63.2M	9.47%	4