Position in YMM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,071,154
+$6,365,029 QoQ
Shares Held
1,240,290
+334.1% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#62
of 246 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NOMURA HOLDINGS INC holds $398,003,359 across 37 Software - Application names. YMM ranks #15 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
11,964,881 | $61,738,785 | |
| 2 | DDOG |
Datadog, Inc.
|
171,502 | $44,652,260 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
99,677 | $37,410,771 | |
| 4 | UBER |
Uber Technologies, Inc
|
333,237 | $24,046,381 | |
| 5 | ADBE |
Adobe Inc.
|
104,394 | $21,402,857 | |
| 6 | VERX |
Vertex, Inc.
|
1,664,099 | $19,103,856 | |
| 7 | NOW |
ServiceNow, Inc.
|
191,594 | $19,021,452 | |
| 8 | BILL |
BILL Holdings, Inc.
|
456,465 | $16,505,774 |
All Filings in YMM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,071,154 | 1,240,290 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $3,706,125 | 285,746 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,805,713 | 914,963 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $2,914,267 | 228,212 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,797,781 | 258,575 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,817,490 | 312,707 | Shares | Defined | 2025-01-13 | |
| 2024-06-30 | $2,332,299 | 290,087 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,228,898 | 169,037 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $605,243 | 86,340 | Shares | Defined | 2024-03-27 | |
| 2023-09-30 | $2,883,865 | 409,640 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,295,930 | 208,349 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,813,576 | 632,533 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,306,208 | 413,276 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,081,337 | 1,233,792 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||