Polymer Capital Management (HK)’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 | $2.81M | Sell |
238,324
-595,074
| -71% | -$7.03M | 0.43% | 61 |
|
|
2025
Q1 | $10.6M | Buy |
833,398
+402,726
| +94% | +$5.14M | 1.81% | 20 |
|
|
2024
Q4 | $4.66M | Sell |
430,672
-38,328
| -8% | -$415K | 0.81% | 31 |
|
|
2024
Q3 | $4.23M | Buy |
469,000
+199,000
| +74% | +$1.79M | 0.98% | 33 |
|
|
2024
Q2 | $2.17M | Sell |
270,000
-89,000
| -25% | -$716K | 0.44% | 57 |
|
|
2024
Q1 | $2.61M | Buy |
359,000
+188,100
| +110% | +$1.37M | 0.66% | 44 |
|
|
2023
Q4 | $1.2M | Buy |
+170,900
| New | +$1.2M | 0.41% | 59 |
|