Yunqi 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
Sell
-1,084,500
Closed -$13.8M 6
2025
Q1
$13.8M Sell
1,084,500
-354,000
-25% -$4.52M 13.63% 4
2024
Q4
$15.6M Sell
1,438,500
-2,476,800
-63% -$26.8M 9.94% 5
2024
Q3
$35.3M Buy
3,915,300
+550,000
+16% +$4.96M 20.1% 2
2024
Q2
$27.1M Hold
3,365,300
17.11% 2
2024
Q1
$24.5M Buy
3,365,300
+560,000
+20% +$4.07M 16.91% 3
2023
Q4
$19.7M Buy
+2,805,300
New +$19.7M 13.8% 4