YMM position history
The shares of Full Truck Alliance (YMM) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q4: 6,543,895 shares, $55M, 0.12% of portfolio, New
- 2022 Q1: 12,249,736 shares, $82M, 0.20% of portfolio, Add +87.2%
- 2022 Q2: 12,292,582 shares, $111M, 0.36% of portfolio, Add +0.3%
- 2022 Q3: 11,749,265 shares, $77M, 0.25% of portfolio, Reduce −4.4%
- 2022 Q4: 11,879,963 shares, $95M, 0.32% of portfolio, Add +1.1%
- 2023 Q1: 10,273,726 shares, $78M, 0.23% of portfolio, Reduce −13.5%
- 2023 Q2: 10,920,173 shares, $68M, 0.19% of portfolio, Add +6.3%
- 2023 Q3: 10,901,533 shares, $77M, 0.22% of portfolio, Reduce −0.2%
- 2023 Q4: 10,580,566 shares, $74M, 0.20% of portfolio, Reduce −2.9%
- 2024 Q1: 10,819,188 shares, $79M, 0.21% of portfolio, Add +2.3%
- 2024 Q2: 10,280,046 shares, $83M, 0.24% of portfolio, Reduce −5.0%
- 2024 Q3: 10,405,899 shares, $94M, 0.25% of portfolio, Add +1.2%
- 2024 Q4: 10,078,316 shares, $109M, 0.28% of portfolio, Reduce −3.1%
- 2025 Q1: 9,215,706 shares, $118M, 0.35% of portfolio, Reduce −8.6%
- 2025 Q2: 8,000,606 shares, $94M, 0.26% of portfolio, Reduce −13.2%
- 2025 Q3: 6,314,857 shares, $82M, 0.22% of portfolio, Reduce −21.1%
- 2025 Q4: 5,772,623 shares, $62M, 0.17% of portfolio, Reduce −8.6%
- 2026 Q1: 4,184,358 shares, $35M, 0.10% of portfolio, Reduce −27.5%
- 2026 Q2: 4,429,188 shares, $36M, 0.05% of portfolio, Add +5.9%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|