Position
Fidelity 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 −$857$8.30 → $8.12
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 21.7M | $233.3M | — | — | — | 0.0% |
| Q1 2026 | 4.76K | $39.5K | $8.30 | −$11.6K | −$233.3M | 0.0% |
| Q2 2026 | 5.64K | $45.8K | $8.12 | −$857 | $7.1K | 0.0% |