TwinBeech Capital’s Full Truck Alliance YMM Stock Holding History

TwinBeech 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
2024 Q4	–	Sell	-208,922	Closed	-$1.88M	–	972
2024 Q3	$1.88M	Buy	208,922 +68,377	+49%	+$524K	0.04%	417
2024 Q2	$1.13M	Buy	+140,545	New	+$1.2M	0.02%	395
2024 Q1	–	Sell	-293,245	Closed	-$2.06M	–	902
2023 Q4	$2.06M	Buy	+293,245	New	+$2.07M	0.03%	401
2023 Q3	–	Sell	-282,608	Closed	-$1.76M	–	932
2023 Q2	$1.76M	Buy	+282,608	New	+$1.82M	0.03%	391
2022 Q1	–	Sell	-103,335	Closed	-$865K	–	775
2021 Q4	$865K	Buy	+103,335	New	+$1.37M	0.05%	364

Other funds holding YMM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

TwinBeech Capital's YMM Position: Q4 2024 in Review

TwinBeech Capital sold out of Full Truck Alliance (YMM) in Q4 2024, closing a stake of 208,922 shares — an estimated $1.88M sold.

TwinBeech Capital first reported a position in YMM in Q4 2021 and held it in 5 quarters. The position peaked at $2.06M in Q4 2023. 195 funds tracked by Wall St. Rank hold YMM as of Q4 2024.

TwinBeech Capital reported no remaining Full Truck Alliance position as of Q4 2024 after selling out during the quarter.
TwinBeech Capital sold 208,922 Full Truck Alliance shares in Q4 2024, an estimated $1.88M.
TwinBeech Capital first reported a position in Full Truck Alliance in Q4 2021 and held it in 5 quarters.
TwinBeech Capital's Full Truck Alliance position peaked at $2.06M in Q4 2023.
195 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.