Chris Davis added YMM · Full Truck Alliance Co. Ltd.
$234M · now 1.0% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 11
41 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$9 now
OUR VALUE
$9 today
low $19mid $25high $32
2 models, as of 2026-11-10.
Still worth a look: the price is 53% below our low estimate.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。