Sylebra Capital’s Full Truck Alliance YMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Sell |
2,248,977
-1,894,771
| -46% | -$22.4M | 1.08% | 12 |
|
|
2025
Q1 | $52.9M | Sell |
4,143,748
-2,365,467
| -36% | -$30.2M | 2.67% | 9 |
|
|
2024
Q4 | $70.4M | Hold |
6,509,215
| – | – | 2.64% | 10 |
|
|
2024
Q3 | $58.6M | Sell |
6,509,215
-1,502,703
| -19% | -$13.5M | 1.94% | 12 |
|
|
2024
Q2 | $64.4M | Buy |
8,011,918
+2,939,456
| +58% | +$23.6M | 2.39% | 11 |
|
|
2024
Q1 | $36.9M | Buy |
+5,072,462
| New | +$36.9M | 1.23% | 19 |
|