Frank Sands's YMM Position Overview
Frank Sands (via Sands Capital Management, LLC) currently holds 4.97 M shares of Full Truck Alliance Co. Ltd. (YMM) worth $41.26 M, representing 0.16% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Frank Sands has maintained this position in YMM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 4.09 M shares. Largest reduction occurred in Q2 2025, reducing 3.32 M shares.
Analysis based on 13F filings available since 2013 Q2
Frank Sands's Full Truck Alliance Co (YMM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Full Truck Alliance Co (YMM) Trades by Frank Sands
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1.15 M | Reduce 18.83% | 4.97 M | $8.30 |
| Q4 2025 | -643,087 | Reduce 9.50% | 6.12 M | $10.73 |
| Q3 2025 | -159,741 | Reduce 2.31% | 6.77 M | $12.97 |
| Q2 2025 | -3.32 M | Reduce 32.43% | 6.93 M | $11.81 |
| Q1 2025 | +4.09 M | Add 66.45% | 10.25 M | $12.77 |
| Q4 2024 | +6.16 M | New Buy | 6.16 M | $10.82 |
Frank Sands's Full Truck Alliance Co Investment FAQs
Frank Sands first purchased Full Truck Alliance Co. Ltd. (YMM) in Q4 2024, acquiring 6,158,039 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands has held Full Truck Alliance Co. Ltd. (YMM) for 6 quarters since Q4 2024.
Frank Sands's largest addition to Full Truck Alliance Co. Ltd. (YMM) was in Q4 2024, adding 6,158,039 shares worth $66.63 M.
According to the latest 13F filing for Q1 2026, Frank Sands's firm, Sands Capital Management, LLC, owns 4,970,779 shares of Full Truck Alliance Co. Ltd. (YMM), valued at approximately $41.26 M.
As of the Q1 2026 filing, Full Truck Alliance Co. Ltd. (YMM) represents approximately 0.16% of Frank Sands's publicly disclosed stock portfolio, making it one of their key holdings.
Frank Sands's peak holding in Full Truck Alliance Co. Ltd. (YMM) was 10,250,292 shares, as reported at the end of Q1 2025.