Renaissance Capital’s Full Truck Alliance YMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-440,635	Closed	-$3.2M	–	56
2024 Q1	$3.2M	Buy	440,635 +12,796	+3%	+$85.4K	1.66%	22
2023 Q4	$3M	Buy	427,839 +89,305	+26%	+$630K	1.47%	22
2023 Q3	$2.38M	Buy	338,534 +74,611	+28%	+$515K	1.27%	20
2023 Q2	$1.64M	Buy	263,923 +54,032	+26%	+$348K	0.93%	28
2023 Q1	$1.6M	Sell	209,891 -25,550	-11%	-$202K	1.18%	22
2022 Q4	$1.88M	Sell	235,441 -7,226	-3%	-$49.6K	1.47%	17
2022 Q3	$1.59M	Sell	242,667 -45,825	-16%	-$353K	1.02%	25
2022 Q2	$2.61M	Buy	288,492 +110,049	+62%	+$748K	1.39%	23
2022 Q1	$1.19M	Buy	178,443 +144,719	+429%	+$1.17M	0.51%	45
2021 Q4	$282K	Sell	33,724 -5,908	-15%	-$78.1K	0.07%	103
2021 Q3	$608K	Buy	+39,632	New	+$583K	0.12%	89