TAC
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Twenty Acre Capital’s Full Truck Alliance YMM Stock Holding History

Twenty Acre 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
2025
Q3 		– Sell
-786,100
Closed -$9.28M – 16
2025
Q2 		$9.28M Sell
786,100
-25,100
-3% -$292K 6.63% 9
2025
Q1 		$8.78M Hold
811,200
– – 7.17% 6
2024
Q4 		$8.78M Buy
811,200
+11,900
+1% +$116K 7.17% 6
2024
Q3 		$7.2M Sell
799,300
-89,500
-10% -$687K 6.62% 4
2024
Q2 		$7.3M Sell
888,800
-200,600
-18% -$1.71M 6.77% 7
2024
Q1 		$7.92M Buy
1,089,400
+160,100
+17% +$1.07M 7.65% 3
2023
Q4 		$6.51M Buy
929,300
+55,100
+6% +$389K 6.2% 8
2023
Q3 		$6.15M Buy
874,200
+140,800
+19% +$971K 6.69% 6
2023
Q2 		$4.56M Buy
733,400
+158,000
+27% +$1.02M 4.88% 12
2023
Q1 		$4.38M Buy
575,400
+114,000
+25% +$903K 5% 12
2022
Q4 		$3.69M Sell
461,400
-76,300
-14% -$523K 4.48% 14
2022
Q3 		$3.52M Buy
+537,700
New +$4.15M 3.98% 13

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