YMM — FULL TRUCK ALLIANCE -SPN ADR YMM US

Ownership history in TB Alternative Assets Ltd.  ·  12 quarters on record

AI Ownership Summary

TB Alternative Assets Ltd. reported FULL TRUCK ALLIANCE -SPN ADR YMM US (YMM) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.92% in 2023 Q3. The latest visible filing shows YMM at 0.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this YMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TB Alternative Assets Ltd.'s position in FULL TRUCK ALLIANCE -SPN ADR YMM US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

YMM was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

YMM stock page TB Alternative Assets Ltd. fund profile TB Alternative Assets Ltd. full holdings
How TB Alternative Assets Ltd. held YMM — position size vs. price
% of Fund (quarterly)    YMM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 468,434 -46,620 -9.1% 0.82% $5.0M 2026-02-14 (Est.) $9.48
2025 Q3 REDUCED 515,054 -15,400 -2.9% 1.00% $6.7M 2025-10-17 $12.60
2025 Q2 UNCHANGED 530,454 — 0% 1.16% $6.3M 2025-07-16 $12.54
2025 Q1 ADDED 530,454 +126,688 +31.4% 1.57% $6.8M 2025-04-14 $9.86
2024 Q4 REDUCED 403,766 -75,700 -15.8% 1.12% $4.4M 2025-01-17 $11.16
2024 Q3 REDUCED 479,466 -156,434 -24.6% 1.03% $4.3M 2024-10-21 $8.79
2024 Q2 UNCHANGED 635,900 — 0% 1.19% $5.1M 2024-07-18 $7.84
2024 Q1 REDUCED 635,900 -194,600 -23.4% 1.16% $4.6M 2024-04-15 $7.68
2023 Q4 REDUCED 830,500 -172,200 -17.2% 1.55% $5.8M 2024-01-12 $6.75
2023 Q3 REDUCED 1,002,700 -1,800 -0.2% 1.92% $7.1M 2023-10-13 $6.59
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About TB Alternative Assets Ltd. and YMM

These are the practical questions this page is built to answer before you even open the full history table.

How long has TB Alternative Assets Ltd. reported owning YMM?

TB Alternative Assets Ltd. reported YMM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported YMM position in TB Alternative Assets Ltd.'s portfolio?

The largest reported portfolio weight for YMM was 1.92% in 2023 Q3.

What is the latest reported YMM position on this page?

The most recent filing on this page is 2025 Q4, when TB Alternative Assets Ltd. reported 468,434 shares, equal to 0.82% of portfolio, with an estimated market value of $5.0M.

What does the chart on this YMM ownership page compare?

The chart compares TB Alternative Assets Ltd.'s quarterly YMM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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