Davis Selected Advisers (Chris Davis) — YMM Trade History
Quarter-by-quarter changes in the Full Truck Alliance Co. Ltd., ADR position · CUSIP 35969L108
Currently held · 1.8 YearsFirst seen: 2024 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-11 | Reduce | 27,639,082 | -1,124,109 | -3.9% | $224.4M | 0.96% |
| 2026 Q1 | 2026-05-07 | Add | 28,763,191 | 11,225,667 | +64.0% | $238.7M | 1.10% |
| 2025 Q4 | 2026-02-02 | Add | 17,537,524 | 2,555,751 | +17.1% | $188.2M | 0.85% |
| 2025 Q3 | 2025-12-29 | Add | 14,981,773 | 3,345,848 | +28.8% | $194.3M | 1.01% |
| 2025 Q2 | 2025-08-08 | Add | 11,635,925 | 3,816,581 | +48.8% | $137.4M | 0.73% |
| 2025 Q1 | 2025-05-12 | Add | 7,819,344 | 2,418,953 | +44.8% | $99.9M | 0.58% |
| 2024 Q4 | 2025-02-07 | New | 5,400,391 | 5,400,391 | — | $58.4M | 0.34% |
| 2024 Q3 | 2024-11-08 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-07 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-12 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-09 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-09 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-08 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-10 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-10 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-11 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-12 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-13 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-13 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-12 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-12 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-12 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-13 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-14 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-16 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-09 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.