North of South Capital LLP: FULL TRUCK A-ADR (YMM): Quarterly 13F Position History
As of Q2 2026, North of South Capital LLP reported 12,936,046 shares of FULL TRUCK A-ADR (YMM), worth $105.0M and representing 7.7% of its 13F equity book. Quarter-over-quarter share count change: + 1,817,923 (+16.4%) . The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 12,936,046Shares Held (Latest Filing)
- $105.0MReported Market Value (Latest Filing)
- 7.7%Portfolio Weight (% of 13F Equity Book)
- +1,817,923Quarter-over-Quarter Share Change
- +$12.8MQuarter-over-Quarter Value Change
- 12,936,046Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,936,046 | +1,817,923 | +16.4% | $105.0M | 7.7% | $8.1 |
| Q1 2026 | 11,118,123 | +270,302 | +2.5% | $92.3M | 8.3% | $8.3 |
| Q4 2025 | 10,847,821 | +240,446 | +2.3% | $116.4M | 10.5% | $10.7 |
| Q3 2025 | 10,607,375 | +2,682,409 | +33.8% | $137.6M | 13.2% | $13.0 |
| Q2 2025 | 7,924,966 | +1,767,038 | +28.7% | $93.6M | 9.8% | $11.8 |
| Q1 2025 | 6,157,928 | +465,439 | +8.2% | $78.6M | 8.8% | $12.8 |
| Q4 2024 | 5,692,489 | +2,436,130 | +74.8% | $61.6M | 7.5% | $10.8 |
| Q3 2024 | 3,256,359 | — | — | $29.3M | 4.4% | $9.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did North of South Capital LLP first disclose a YMM position in 13F-HR filings?
North of South Capital LLP first reported FULL TRUCK A-ADR (YMM) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was North of South Capital LLP's most recent quarter-over-quarter share-count change in YMM?
Between Q1 2026 and Q2 2026, North of South Capital LLP added 1,817,923 shares of YMM (+16.4%), bringing the total reported position to 12,936,046 shares at a market value of $105.0M.
Does the implied price-per-share represent North of South Capital LLP's cost basis in YMM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.