Farallon Capital Management, L.L.C. / YMM
Farallon Capital Management, L.L.C.’s Full Truck Alliance Co Ltd Position
Does Farallon Capital Management, L.L.C. own Full Truck Alliance Co Ltd (YMM)? Not currently — the last reported position was 1.55M shares worth $18M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$18M
Q2 2025
Shares
1.55M
% of Portfolio
+0.08%
Quarters Held
17
position exited
Position History YMM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 1.55M | $18M | +0.08% |
| Q1 2025 | 7.36M | $94M | +0.50% |
| Q4 2024 | 16.59M | $179M | +0.91% |
| Q3 2024 | 20.67M | $186M | +0.90% |
| Q2 2024 | 25.85M | $208M | +0.98% |
| Q1 2024 | 26.29M | $191M | +0.87% |
| Q4 2023 | 38.19M | $268M | +1.17% |
| Q3 2023 | 38.19M | $269M | +1.15% |
| Q2 2023 | 45.86M | $285M | +1.59% |
| Q1 2023 | 43.81M | $333M | +1.64% |
| Q4 2022 | 43.44M | $348M | +2.28% |
| Q3 2022 | 45.16M | $296M | +1.62% |
| Q2 2022 | 39.68M | $359M | +2.03% |
| Q1 2022 | 23.18M | $155M | +0.68% |
| Q4 2021 | 14.01M | $117M | +0.61% |
| Q3 2021 | 815.0K | $12M | +0.06% |
| Q2 2021 | 760.7K | $16M | +0.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Farallon Capital Management, L.L.C.’s full portfolio or all institutional holders of YMM.