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 |
|