Twenty Acre 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 | $9.28M | Sell |
786,100
-25,100
| -3% | -$296K | 6.63% | 9 |
|
|
2025
Q1 | $8.78M | Hold |
811,200
| – | – | 6.97% | 6 |
|
|
2024
Q4 | $8.78M | Buy |
811,200
+11,900
| +1% | +$129K | 7.17% | 6 |
|
|
2024
Q3 | $7.2M | Sell |
799,300
-89,500
| -10% | -$806K | 6.34% | 4 |
|
|
2024
Q2 | $7.3M | Sell |
888,800
-200,600
| -18% | -$1.65M | 6.77% | 7 |
|
|
2024
Q1 | $7.92M | Buy |
1,089,400
+160,100
| +17% | +$1.16M | 7.65% | 3 |
|
|
2023
Q4 | $6.51M | Buy |
929,300
+55,100
| +6% | +$386K | 6.2% | 8 |
|
|
2023
Q3 | $6.15M | Buy |
874,200
+140,800
| +19% | +$991K | 6.69% | 6 |
|
|
2023
Q2 | $4.56M | Buy |
733,400
+158,000
| +27% | +$983K | 4.88% | 12 |
|
|
2023
Q1 | $4.38M | Buy |
575,400
+114,000
| +25% | +$868K | 5% | 12 |
|
|
2022
Q4 | $3.69M | Sell |
461,400
-76,300
| -14% | -$610K | 4.48% | 14 |
|
|
2022
Q3 | $3.52M | Buy |
+537,700
| New | +$3.52M | 3.98% | 13 |
|