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Renaissance Capital’s Full Truck Alliance YMM Stock Holding History

Renaissance Capital’s Portfolio YMM Stock Details YMM Fund Activity
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

Other funds holding YMM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return

Renaissance Capital's YMM Position: Q2 2024 in Review

Renaissance Capital sold out of Full Truck Alliance (YMM) in Q2 2024, closing a stake of 440,635 shares — an estimated $3.2M sold.

Renaissance Capital first reported a position in YMM in Q3 2021 and held it in 11 quarters. The position peaked at $3.2M in Q1 2024. 177 funds tracked by Wall St. Rank hold YMM as of Q2 2024.

  • Renaissance Capital reported no remaining Full Truck Alliance position as of Q2 2024 after selling out during the quarter.
  • Renaissance Capital sold 440,635 Full Truck Alliance shares in Q2 2024, an estimated $3.2M.
  • Renaissance Capital first reported a position in Full Truck Alliance in Q3 2021 and held it in 11 quarters.
  • Renaissance Capital's Full Truck Alliance position peaked at $3.2M in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2024.

Based on Renaissance Capital's 13F filing for Q2 2024, filed 11 Jul 2024.