Nomura Asset Management’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.2M Sell
944,862
-1,992,730
-68% -$23.5M 0.03% 408
2025
Q1
$37.5M Sell
2,937,592
-468,612
-14% -$5.98M 0.11% 206
2024
Q4
$36.9M Sell
3,406,204
-1,749,984
-34% -$18.9M 0.11% 202
2024
Q3
$46.5M Buy
5,156,188
+444,884
+9% +$4.01M 0.14% 166
2024
Q2
$37.9M Buy
4,711,304
+4,708,004
+142,667% +$37.9M 0.13% 173
2024
Q1
$24K Buy
+3,300
New +$24K ﹤0.01% 1313