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RWC Asset Management’s Full Truck Alliance YMM Stock Holding History

RWC Asset Management’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
-2,228,330
Closed -$17M – 133
2023
Q1 		$17M Sell
2,228,330
-1,959,365
-47% -$15.5M 0.52% 58
2022
Q4 		$33.5M Buy
4,187,695
+1,599,053
+62% +$11M 1.05% 34
2022
Q3 		$17M Buy
+2,588,642
New +$20M 0.57% 51

Other funds holding YMM

FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 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 $74.1B AUM 71.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return

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

RWC Asset Management sold out of Full Truck Alliance (YMM) in Q2 2023, closing a stake of 2,228,330 shares — an estimated $17M sold.

RWC Asset Management first reported a position in YMM in Q3 2022 and held it in 3 quarters. The position peaked at $33.5M in Q4 2022. 118 funds tracked by Wall St. Rank hold YMM as of Q2 2023.

  • RWC Asset Management reported no remaining Full Truck Alliance position as of Q2 2023 after selling out during the quarter.
  • RWC Asset Management sold 2,228,330 Full Truck Alliance shares in Q2 2023, an estimated $17M.
  • RWC Asset Management first reported a position in Full Truck Alliance in Q3 2022 and held it in 3 quarters.
  • RWC Asset Management's Full Truck Alliance position peaked at $33.5M in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2023.

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