Voloridge Investment Management’s Full Truck Alliance YMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.1M	Buy	+4,716,438	New	+$44.9M	0.16%	182
2025 Q4	–	Sell	-2,138,092	Closed	-$27.7M	–	1385
2025 Q3	$27.7M	Buy	+2,138,092	New	+$26.5M	0.09%	264
2025 Q2	–	Sell	-4,484,587	Closed	-$57.3M	–	1421
2025 Q1	$57.3M	Sell	4,484,587 -2,680,327	-37%	-$32.3M	0.21%	130
2024 Q4	$77.5M	Buy	7,164,914 +2,871,204	+67%	+$28M	0.27%	98
2024 Q3	$38.7M	Sell	4,293,710 -269,067	-6%	-$2.06M	0.14%	221
2024 Q2	$36.7M	Buy	4,562,777 +3,739,606	+454%	+$31.8M	0.14%	220
2024 Q1	$5.98M	Buy	823,171 +455,010	+124%	+$3.04M	0.02%	614
2023 Q4	$2.58M	Buy	368,161 +221,953	+152%	+$1.57M	0.01%	770
2023 Q3	$1.03M	Buy	+146,208	New	+$1.01M	0.01%	1087
2023 Q1	–	Sell	-401,290	Closed	-$3.21M	–	1651
2022 Q4	$3.21M	Buy	+401,290	New	+$2.75M	0.02%	822