YMM

YMM

YMM

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Jul 21, 2025 Sands Capital Emerging Markets Growth Fund 12.9% 15.7% 006400 KS, 1810 HK, 3347 HK, 6862 HK, BZ, CPNG, DMART IN, GLOB, MDTC, MELI, NU, RADLY, SE, TSM, YMM AI, Digital, E-Commerce, emerging markets
2024 Q4 Dec 31, 2024 Sands Capital Select Growth Fund 8.8% 24.3% 300750 CH, APP, AXON, DXCM, EW, FND, GRAB, LRCX, NFLX, NOW, NU, OKTA, RBLX, SSFN, YMM -
2024 Q4 Dec 31, 2024 Sands Capital Emerging Markets Growth Fund -10.8% 3.1% 300750 CH, 603288 CH, APP, BYD, GRAB, HTHT, LAM, NOW, NU, RENT3 BZ, RJHI AB, SSFN, TSM, YMM -
2022 Q2 Jun 30, 2022 Baron Emerging Markets Fund 9.0% 16.2% 002747 CH, 1880 HK, 600519 CH, 601100 CH, CPNG, TSM, YMM -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 8, 2026 Value Investors Club zyos Full Truck Alliance Co. Ltd. Information Technology Software Bull New York Stock Exchange cloud, Digital platforms, Enterprise software, IT services, Software, technology
Sep 16, 2025 Short Thesis J Capital Full Truck Alliance Co Ltd Information Technology Trucking Bear NYSE China, Freight, monetization, Regulation, Trucking

BSD Shareholders of YMM

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.