Sands Capital Management
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Sands Capital Management’s Full Truck Alliance YMM Stock Holding History

Sands Capital Management’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$81.8M Sell
6,926,596
-3,323,696
-32% -$39.3M 0.23% 55
2025
Q1 		$131M Buy
10,250,292
+4,092,253
+66% +$52.3M 0.45% 42
2024
Q4 		$66.6M Buy
+6,158,039
New +$66.6M 0.2% 53