SEC 13F Intelligence

North Of South Capital LLP / YMM

North Of South Capital LLP’s Full Truck Alliance Co Ltd Position

Does North Of South Capital LLP own Full Truck Alliance Co Ltd (YMM)? Yes — 11.12M shares worth $92M (+8.29% of its 13F portfolio) as of Q1 2026, up from 10.85M shares the prior filed quarter.

Position Value
$92M
Q1 2026
Shares
11.12M
% of Portfolio
+8.29%
Quarters Held
7
currently held

Position History YMM

Reported value by quarter
Q3 ’24: $29MQ3 ’24Q4 ’24: $62MQ4 ’24Q1 ’25: $79MQ1 ’25Q2 ’25: $94MQ2 ’25Q3 ’25: $138MQ3 ’25Q4 ’25: $116MQ4 ’25Q1 ’26: $92MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.12M$92M+8.29%
Q4 202510.85M$116M+10.46%
Q3 202510.61M$138M+13.22%
Q2 20257.92M$94M+9.84%
Q1 20256.16M$79M+8.78%
Q4 20245.69M$62M+7.48%
Q3 20243.26M$29M+4.45%

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