Form 13-F position report

FULL TRUCK ALLIANCE CO LTD

Reported by THUNDERBIRD PARTNERS LLP

YMM CUSIP 35969L108 Manager CIK 0001636974

Reported 690,343 shares, up 24,347 (3.7%) from the prior quarter.

Reported value -1.4%; share count 3.7% vs. the prior quarter.

Added
% of reported 13F value 1.32% This manager · Q1 2023
Shares 690,343 Quarter-end amount reported
Reported value $5,253,510 Fair value at quarter end
Consecutive quarters held 2 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-12-31 5327968
2023-03-31 5253510
2023-06-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

3 quarters
Quarterly reported position history for FULL TRUCK ALLIANCE CO LTD held by THUNDERBIRD PARTNERS LLP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2023 Reduced 0 -690,343 (-100.0%) 0 $0 2023-08-14
Q1 2023 Added 690,343 +24,347 (3.7%) 1.32% $5,253,510 2023-05-15
Q4 2022 New 665,996 +665,996 (0.0%) 1.29% $5,327,968 2023-02-14

Who else reported the position

153 managers reported FULL TRUCK ALLIANCE CO LTD for Q1 2023.

Managers reporting FULL TRUCK ALLIANCE CO LTD in Q1 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
All-Stars Investment Ltd Unchanged 44,131,097 0 96.03% $335,838,000 6 qtrs
FARALLON CAPITAL MANAGEMENT LLC Added 43,805,238 +365,495 1.0% $333,357,861 8 qtrs
SC US TTGP LTD Unchanged 32,209,496 0 2.89% $245,114,265 6 qtrs
Krane Funds Advisors LLC Reduced 29,937,917 -3,105,464 10.24% $223,936,000 7 qtrs
SC CHINA HOLDING Ltd Unchanged 27,681,263 0 22.13% $210,654,411 6 qtrs
VANGUARD GROUP INC Reduced 23,652,805 -106,596 < 0.01% $179,997,846 6 qtrs
ALKEON CAPITAL MANAGEMENT LLC Added 19,671,406 +4,000,000 0.33% $149,699,399 8 qtrs
SB INVESTMENT ADVISERS UK LTD Added 17,241,440 +8,505,744 1.08% $131,207,358 3 qtrs
Ward Ferry Management BVI Ltd Added 16,230,684 +2,432,229 11.29% $123,516,000 6 qtrs
Bank of America Corporation Added 16,018,544 +2,685,633 0.01% $121,901,120 8 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 15, 2023
Filing type
13F-HR
Position type
SPONSORED ADS

Voting authority reported

Sole
690,343
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.