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Disclosery

North of South Capital LLP: YMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North of South Capital LLP on YMM, newest first. How the timeline and the estimate are built.

North of South Capital LLP held 12,936,046 YMM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,936,046 shares
    Change vs previous 13F +1,817,923 shares

    7.73% of the 13F portfolio, value $105,040,694.

    13F-HR 0002033334-26-000003 filed by North of South Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,118,123 shares
    Change vs previous 13F +270,302 shares

    8.29% of the 13F portfolio, value $92,280,421.

    13F-HR 0002033334-26-000002 filed by North of South Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,847,821 shares
    Change vs previous 13F +240,446 shares

    10.46% of the 13F portfolio, value $116,397,119.

    13F-HR 0002033334-26-000001 filed by North of South Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,607,375 shares
    Change vs previous 13F +2,682,409 shares

    13.22% of the 13F portfolio, value $137,577,654.

    13F-HR 0002033334-25-000007 filed by North of South Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,924,966 shares
    Change vs previous 13F +1,767,038 shares

    9.84% of the 13F portfolio, value $93,593,848.

    13F-HR 0002033334-25-000003 filed by North of South Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,157,928 shares
    Change vs previous 13F +465,439 shares

    8.78% of the 13F portfolio, value $78,636,741.

    13F-HR 0002033334-25-000002 filed by North of South Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,692,489 shares
    Change vs previous 13F +2,436,130 shares

    7.48% of the 13F portfolio, value $61,592,731.

    13F-HR 0002033334-25-000001 filed by North of South Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,256,359 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $29,339,795.

    13F-HR 0002033334-24-000005 filed by North of South Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).