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Jeremy Grantham's Full Truck Alliance Co. Ltd. (YMM) position

Not anymore: Jeremy Grantham fully exited YMM in Q3 2021. The position peaked at an amount we cannot price in Q2 2021.
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Value at exit
an amount we cannot price
Shares at exit
350K
Quarter-end price
No quarter-end price available

Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.

YMM price vs Grantham's position

Dates
$9.05$9.1$9.15$9.2$9.25← Earlier —1 purchase
Average closing price · filing quarter
Price range · filing quarter

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q3 2021 Exited −350K −100.0% 0 Nov 12, 2021
Q2 2021 New +350K 350K Aug 12, 2021
Data through Q3 2021 · filed Nov 12, 2021
2 grouped rows from 2 quarters

More Grantham positions

Common questions

Does Jeremy Grantham own YMM?

Not currently. Jeremy Grantham fully exited YMM in Q3 2021, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy YMM?

Jeremy Grantham first disclosed a YMM position in Q2 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell YMM?

Yes. Jeremy Grantham reduced and then fully exited YMM by Q3 2021; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of YMM does Jeremy Grantham own?

None as of the latest filing: Jeremy Grantham has exited YMM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for YMM?

Jeremy Grantham began building the YMM position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.