RAA
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RWC Asset Advisors’s Full Truck Alliance YMM Stock Holding History

RWC Asset Advisors’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
2023
Q2 		– Sell
-7,008,107
Closed -$53.3M – 19
2023
Q1 		$53.3M Sell
7,008,107
-6,475,116
-48% -$51.3M 4.06% 10
2022
Q4 		$108M Buy
13,483,223
+5,607,331
+71% +$38.5M 9.39% 4
2022
Q3 		$51.6M Buy
+7,875,892
New +$60.8M 5.14% 9

Other funds holding YMM

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return

RWC Asset Advisors's YMM Position: Q2 2023 in Review

RWC Asset Advisors sold out of Full Truck Alliance (YMM) in Q2 2023, closing a stake of 7,008,107 shares — an estimated $53.3M sold.

RWC Asset Advisors first reported a position in YMM in Q3 2022 and held it in 3 quarters. The position peaked at $108M in Q4 2022. 118 funds tracked by Wall St. Rank hold YMM as of Q2 2023.

  • RWC Asset Advisors reported no remaining Full Truck Alliance position as of Q2 2023 after selling out during the quarter.
  • RWC Asset Advisors sold 7,008,107 Full Truck Alliance shares in Q2 2023, an estimated $53.3M.
  • RWC Asset Advisors first reported a position in Full Truck Alliance in Q3 2022 and held it in 3 quarters.
  • RWC Asset Advisors's Full Truck Alliance position peaked at $108M in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2023.

Based on RWC Asset Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.