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Tairen Capital’s Full Truck Alliance YMM Stock Holding History

Tairen Capital’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
Q1 		– Sell
-437,292
Closed -$3.5M – 43
2022
Q4 		$3.5M Sell
437,292
-275,708
-39% -$1.89M 0.41% 23
2022
Q3 		$4.67M Hold
713,000
– – 0.53% 21
2022
Q2 		$6.46M Buy
+713,000
New +$4.85M 1.48% 14

Other funds holding YMM

ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tairen Capital's YMM Position: Q1 2023 in Review

Tairen Capital sold out of Full Truck Alliance (YMM) in Q1 2023, closing a stake of 437,292 shares — an estimated $3.5M sold.

Tairen Capital first reported a position in YMM in Q2 2022 and held it in 3 quarters. The position peaked at $6.46M in Q2 2022. 133 funds tracked by Wall St. Rank hold YMM as of Q1 2023.

  • Tairen Capital reported no remaining Full Truck Alliance position as of Q1 2023 after selling out during the quarter.
  • Tairen Capital sold 437,292 Full Truck Alliance shares in Q1 2023, an estimated $3.5M.
  • Tairen Capital first reported a position in Full Truck Alliance in Q2 2022 and held it in 3 quarters.
  • Tairen Capital's Full Truck Alliance position peaked at $6.46M in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2023.

Based on Tairen Capital's 13F filing for Q1 2023, filed 15 May 2023.