Position in YMM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$105,040,693
+$12,760,273 QoQ
Shares Held
12,936,046
+16.4% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
7.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026North of South Capital LLP holds $105,040,693 across 1 Software - Application name. YMM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YMM |
Full Truck Alliance Co. Ltd.
This page
|
12,936,046 | $105,040,693 |
All Filings in YMM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,040,693 | 12,936,046 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $92,280,420 | 11,118,123 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $116,397,119 | 10,847,821 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $137,577,653 | 10,607,375 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $93,593,848 | 7,924,966 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $78,636,740 | 6,157,928 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $61,592,730 | 5,692,489 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $29,339,794 | 3,256,359 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||