YMM — Full Truck Alliance Co Ltd

Ownership history in OPTIMAS CAPITAL Ltd  ·  7 quarters on record

This page tracks every 13F SEC filing in which OPTIMAS CAPITAL Ltd reported a position in Full Truck Alliance Co Ltd (YMM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.98% (2025 Q1)
Avg. % of fund
2.53%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 497,885 +268,294 +116.9% 4.08% $6.5M $12.97
2025 Q1 ADDED 229,591 +141,291 +160.0% 4.98% $2.9M $12.66
2024 Q4 REDUCED 88,300 -5,800 -6.2% 1.29% $955K $10.73
2023 Q1 REDUCED 94,100 -24,400 -20.6% 0.60% $716K $7.40
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    YMM price (monthly, adj. close)

Other funds also holding YMM

As of 2025 Q4 — sorted by position size

Newport Asia LLC 3Y 7Y 100.0% All-Stars Investment Ltd 3Y 7Y 88.62% First Beijing Investment Ltd 32.42% OLP CAPITAL MANAGEMENT Ltd 3Y 31.38% Working Capital Advisors (UK) Ltd. 3Y 22.66% Alpine Investment Management Ltd 3Y 20.78% WFM ASIA (BVI) Ltd 3Y 7Y 19.52% Kontiki Capital Management (HK) Ltd. 3Y 7Y 12.71% Krane Funds Advisors LLC 3Y 7Y 11.18% North of South Capital LLP 10.46%
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