Position
Compound Planning, Inc. in Full Truck Alliance Co. Ltd.
Back to the book · All holders of YMM
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$29.5K$10.73 → $8.30
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 15.5K | $166.5K | — | — | — | 0.0% |
| Q1 2026 | 12.1K | $100.8K | $8.30 | −$29.5K | −$36.3K | 0.0% |