YMM Stock Fell Nearly 20% Last Quarter, but One Fund Is Betting $116 Million on a Turnaround
2026-02-12 16:36:36 ET
North of South Capital LLP disclosed a purchase of 240,446 shares of Full Truck Alliance (NYSE:YMM) , an estimated $2.88 million trade based on quarterly average pricing, in a filing dated February 12.
According to a recent SEC filing dated February 12, North of South Capital LLP added 240,446 shares to its position in Full Truck Alliance (NYSE:YMM) . The estimated value of this purchase is $2.88 million, based on the average closing price during the fourth quarter of 2025. The fund’s quarter-end position value in Full Truck Alliance fell by $21.18 million, a figure that includes both share purchases and price changes as shares tanked nearly 20% last quarter.
North of South Capital LLP bought additional YMM shares, with the position now comprising 10.46% of its 13F reportable assets under management.
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