Quarterly Activity Chart
Adds vs. Reduces by Quarter
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YMM —
FULL TRUCK ALLIANCE CO LTD
CUSIP: 35969L108 · Held by 3 superinvestors · Combined value: $231,262,949
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Christopher Davis | 0.8% | $188,177,633 | 17,537,524 | ADD | +2,555,751 |
| 2 | Howard Marks | 0.5% | $37,767,067 | 3,519,764 | REDUCE | -277,933 |
| 3 | Ken Griffin | 0.0% | $5,318,249 | 495,643 | REDUCE | -3,444 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Christopher Davis | ADD | +2,555,751 | +17.1% |
| Howard Marks | REDUCE | -277,933 | -7.3% |
| Ken Griffin | REDUCE | -3,444 | -0.7% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Christopher Davis | ADD | +3,345,848 | +28.8% |
| Howard Marks | ADD | +1,955,360 | +106.1% |
| Ken Griffin | REDUCE | -412,883 | -45.3% |
Who Owns YMM? Superinvestor Holdings
FULL TRUCK ALLIANCE CO LTD is held by 3 tracked superinvestors, with a combined position value of $231 million . The largest positions are held by Christopher Davis (0.8% of portfolio), Howard Marks (0.5% of portfolio), Ken Griffin (0.0% of portfolio).
In the most recent quarter, 1 superinvestor added or initiated positions while 2 reduced or exited.