Triata Capital Ltd: FULL TRUCK A-ADR (YMM): Quarterly 13F Position History
As of Q1 2026, Triata Capital Ltd reported 2,317,919 shares of FULL TRUCK A-ADR (YMM), worth $19.2M and representing 3.5% of its 13F equity book. Quarter-over-quarter share count change: + 313,200 (+15.6%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 2,317,919Shares Held (Latest Filing)
- $19.2MReported Market Value (Latest Filing)
- 3.5%Portfolio Weight (% of 13F Equity Book)
- +313,200Quarter-over-Quarter Share Change
- -$2.3MQuarter-over-Quarter Value Change
- 2,317,919Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,317,919 | +313,200 | +15.6% | $19.2M | 3.5% | $8.3 |
| Q4 2025 | 2,004,719 | +995,500 | +98.6% | $21.5M | 2.6% | $10.7 |
| Q3 2025 | 1,009,219 | +522,800 | +107.5% | $13.1M | 1.5% | $13.0 |
| Q2 2025 | 486,419 | +86,400 | +21.6% | $5.7M | 1.1% | $11.8 |
| Q1 2025 | 400,019 | +329,736 | +469.2% | $5.1M | 1.2% | $12.8 |
| Q4 2024 | 70,283 | — | — | $760.5K | 0.3% | $10.8 |
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 Triata Capital Ltd first disclose a YMM position in 13F-HR filings?
Triata Capital Ltd first reported FULL TRUCK A-ADR (YMM) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Triata Capital Ltd's most recent quarter-over-quarter share-count change in YMM?
Between Q4 2025 and Q1 2026, Triata Capital Ltd added 313,200 shares of YMM (+15.6%), bringing the total reported position to 2,317,919 shares at a market value of $19.2M.
Does the implied price-per-share represent Triata Capital Ltd'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.