SGA
YMM icon

SB Global Advisers’s Full Truck Alliance YMM Stock Holding History

SB Global Advisers’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
2022
Q4 		$10.3M Buy
1,291,205
+596,566
+86% +$4.09M 1.2% 8
2022
Q3 		$4.55M Buy
+694,639
New +$5.36M 0.33% 9

Other funds holding YMM

ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

SB Global Advisers's YMM Position: Q4 2022 in Review

SB Global Advisers increased its Full Truck Alliance (YMM) stake by 86% in Q4 2022, buying an estimated $4.09M and bringing the position to 1,291,205 shares worth $10.3M. The position accounts for 1.2% of the portfolio, ranked #8.

SB Global Advisers first reported a position in YMM in Q3 2022 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold YMM as of Q4 2022.

  • SB Global Advisers held 1,291,205 shares of Full Truck Alliance worth $10.3M as of Q4 2022.
  • SB Global Advisers bought 596,566 Full Truck Alliance shares in Q4 2022, an estimated $4.09M.
  • Full Truck Alliance made up 1.2% of SB Global Advisers's portfolio in Q4 2022, its #8 holding.
  • SB Global Advisers first reported a position in Full Truck Alliance in Q3 2022 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2022.

Based on SB Global Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.