SEC 13F Intelligence

Twenty Acre Capital LP / YMM

Twenty Acre Capital LP’s Full Truck Alliance Co Ltd Position

Does Twenty Acre Capital LP own Full Truck Alliance Co Ltd (YMM)? Not currently — the last reported position was 786.1K shares worth $9M in Q2 2025; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$9M
Q2 2025
Shares
786.1K
% of Portfolio
+6.63%
Quarters Held
12
position exited

Position History YMM

Reported value by quarter
Q3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $6MQ3 ’23Q4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025786.1K$9M+6.63%
Q1 2025811.2K$9M+6.97%
Q4 2024811.2K$9M+7.17%
Q3 2024799.3K$7M+6.34%
Q2 2024888.8K$7M+6.77%
Q1 20241.09M$8M+7.65%
Q4 2023929.3K$7M+6.20%
Q3 2023874.2K$6M+6.69%
Q2 2023733.4K$5M+4.88%
Q1 2023575.4K$4M+5.00%
Q4 2022461.4K$4M+4.48%
Q3 2022537.7K$4M+3.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Twenty Acre Capital LP’s full portfolio or all institutional holders of YMM.