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

Nomura Asset Management’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$857K Buy
105,500
+103,200
+4,487% +$878K ﹤0.01% 772
2026
Q1 		$19.1K Sell
2,300
-50,145
-96% -$477K ﹤0.01% 1464
2025
Q4 		$563K Sell
52,445
-739
-1% -$8.86K ﹤0.01% 808
2025
Q3 		$690K Sell
53,184
-891,678
-94% -$11M ﹤0.01% 779
2025
Q2 		$11.2M Sell
944,862
-1,992,730
-68% -$23.2M 0.03% 408
2025
Q1 		$37.5M Sell
2,937,592
-468,612
-14% -$5.65M 0.11% 206
2024
Q4 		$36.9M Sell
3,406,204
-1,749,984
-34% -$17.1M 0.11% 202
2024
Q3 		$46.5M Buy
5,156,188
+444,884
+9% +$3.41M 0.14% 166
2024
Q2 		$37.9M Buy
4,711,304
+4,708,004
+142,667% +$40M 0.13% 173
2024
Q1 		$24K Buy
+3,300
New +$22K ﹤0.01% 1313

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Nomura Asset Management's YMM Position: Q2 2026 in Review

Nomura Asset Management increased its Full Truck Alliance (YMM) stake by 4,487% in Q2 2026, buying an estimated $878K and bringing the position to 105,500 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Nomura Asset Management first reported a position in YMM in Q1 2024 and has held it in 10 quarters since. The position peaked at $46.5M in Q3 2024. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Nomura Asset Management held 105,500 shares of Full Truck Alliance worth $857K as of Q2 2026.
  • Nomura Asset Management bought 103,200 Full Truck Alliance shares in Q2 2026, an estimated $878K.
  • Full Truck Alliance made up ﹤0.01% of Nomura Asset Management's portfolio in Q2 2026, its #772 holding.
  • Nomura Asset Management first reported a position in Full Truck Alliance in Q1 2024 and has held it in 10 quarters since.
  • Nomura Asset Management's Full Truck Alliance position peaked at $46.5M in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Nomura Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.