Nomura Holdings’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.1M Buy
+1,240,290
New +$10.6M 0.01% 539
2025
Q4
– Sell
-285,746
Closed -$3.71M – 2207
2025
Q3
$3.71M Sell
285,746
-629,217
-69% -$7.79M 0.01% 892
2025
Q2
$10.8M Buy
914,963
+686,751
+301% +$7.99M 0.02% 386
2025
Q1
$2.91M Sell
228,212
-30,363
-12% -$366K 0.01% 909
2024
Q4
$2.8M Sell
258,575
-54,132
-17% -$528K ﹤0.01% 970
2024
Q3
$2.82M Buy
312,707
+22,620
+8% +$174K 0.01% 834
2024
Q2
$2.33M Buy
290,087
+121,050
+72% +$1.03M ﹤0.01% 896
2024
Q1
$1.23M Buy
169,037
+82,697
+96% +$552K ﹤0.01% 1038
2023
Q4
$605K Sell
86,340
-323,300
-79% -$2.28M ﹤0.01% 1306
2023
Q3
$2.88M Buy
409,640
+201,291
+97% +$1.39M 0.01% 698
2023
Q2
$1.3M Sell
208,349
-424,184
-67% -$2.74M ﹤0.01% 832
2023
Q1
$4.81M Buy
632,533
+219,257
+53% +$1.74M 0.02% 567
2022
Q4
$3.31M Sell
413,276
-820,516
-67% -$5.63M 0.01% 597
2022
Q3
$8.08M Buy
+1,233,792
New +$9.52M 0.03% 403

Other funds holding YMM

Nomura Holdings's YMM Position: Q2 2026 in Review

Nomura Holdings opened a new position in Full Truck Alliance (YMM) in Q2 2026: 1,240,290 shares worth $10.1M. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Nomura Holdings previously reported a position in YMM as recently as Q3 2025.

Nomura Holdings first reported a position in YMM in Q3 2022 and has held it in 14 quarters since. The position peaked at $10.8M in Q2 2025. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Nomura Holdings held 1,240,290 shares of Full Truck Alliance worth $10.1M as of Q2 2026.
  • Full Truck Alliance was a new Nomura Holdings position in Q2 2026.
  • Full Truck Alliance made up 0.01% of Nomura Holdings's portfolio in Q2 2026, its #539 holding.
  • Nomura Holdings first reported a position in Full Truck Alliance in Q3 2022 and has held it in 14 quarters since.
  • Nomura Holdings's Full Truck Alliance position peaked at $10.8M in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Nomura Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.