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AVI Japan Opportunity Trust's investment thesis on Sharingtechnology ($3989.T) — Q2 2026 | Buyside Digest

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$3989.TNASDAQSharingtechnology

BULL

AVI Japan Opportunity Trust—3989.T

Fund Letter

Q2 2026

Published July 17, 2026

View Fund Profile

$1368.00USD

-10.2% vs last month

$1402.00Pitched

-2.4% since pitch

Market Cap$33.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

AVI Japan Opportunity Trust returned +0.3% in GBP (+0.9% in JPY) in June 2026, recovering from May's relative weakness as market leadership broadened beyond AI and semiconductor stocks. The fund's concentrated...

— Joe Bauernfreund

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