000660-KS

000660-KS

000660-KS

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2026 Q1 May 6, 2026 Fairtree Global Equity Fund -8.4% -8.4% 000660 KS, 005930 KS, 0700.HK, IMP.JO, KSPI.L, NPN.JO, PRX.AS, SOL.JO, TCOM, TSM active management, emerging markets, energy, Geopolitical, technology, valuation
2026 Q1 May 4, 2026 PivotalPath - - 000660 KS, 005930 KS, AMZN, GOOGL, META, MSFT, TSM AI, Asia, Hedge Funds, oil, rates, Risk Appetite, semiconductors, technology
2026 Q1 Apr 7, 2026 Van Der Mandele Arar Fund -0.6% -0.6% 000660 KS, FINV, GRAV, JFIN, JXN, QFIN, XLY.TO, XYF China, energy, geopolitics, gold, Iran, Memory, oil, semiconductors
2026 Q1 Apr 6, 2026 Minotaur Global Opportunities Fund -8.2% -8.2% 000660 KS, 7211.T, GTLB, INTU, MU, PANW, RHM.DE AI, cybersecurity, defense, Geopolitical, global, Memory, software, technology INTU
GTLB
MU
2026 Q1 Apr 25, 2026 Sands Capital International Growth Fund -14.8% -14.8% 000660 KS, ADYEN.AS, ASML, NU, SE, SHOP.TO, TSM AI, geopolitics, growth, international, Japan, semiconductors, technology, valuation
2026 Q1 Apr 25, 2026 Sands Capital Technology Innovators Fund -15.0% -15.0% 000660 KS, 005930 KS, APP, ASML, DASH, META, MSFT, NET, NFLX, NU, NVDA, SHOP.TO, STX, TSM AI, Cloud, growth, infrastructure, innovation, semiconductors, software, technology
2026 Q1 Apr 25, 2026 Sands Capital Emerging Markets Growth Fund -5.1% -5.1% 000660 KS, 005930 KS, 0700.HK, 300750.SZ, ASML, BAJFINANCE.NS, HDFCBANK.NS, MELI, NU, SE, TSM AI, Asia, emerging markets, energy, Geopolitical, growth, semiconductors, technology
2026 Q1 Apr 25, 2026 Sands Capital Global Growth Fund -14.9% -14.9% 000660 KS, APP, ASML, AXON, BE, DASH, FLUT, NET, NFLX, TSM AI, energy, global, growth, semiconductors, software, technology
2026 Q1 Apr 25, 2026 Fidelity Freedom 2055 Fund -0.5% -0.5% 000660 KS, 005930 KS, CRH, CRM, CVX, HEI.DE, NWG.L, RHM.DE, TSM asset allocation, commodities, diversification, inflation, target date, technology
2026 Q1 Apr 25, 2026 Fidelity Freedom 2045 Fund -0.4% -0.4% 000660 KS, 005930 KS, CRM, CVX, TSM asset allocation, Bonds, commodities, diversification, equities, target date
2026 Q1 Apr 22, 2026 Platinum Asia Fund -3.8% -3.8% 000338.SZ, 000660 KS, 005930 KS, 0700.HK, 1024 HK, 1910 HK, 300750.SZ, INDIGO.NS, JD, JFC.PS, MWG VN, TCOM, TSM, ZTO AI, Asia, China, energy, Iran Conflict, semiconductors, technology
2026 Q1 Apr 21, 2026 abrdn Emerging Markets Fund 2.5% 2.5% 000660 KS, 005930 KS, 0700.HK, 2308.TW, 2311.TW, 300750.SZ, 4958.TW, GMEXICOB.MX, HDFCBANK.NS, INDHOTEL.NS, ITSA4.SA, KAP.L, MAHINDRA.NS AI, China, emerging markets, energy, Geopolitical, semiconductors, technology
2026 Q1 Apr 20, 2026 Hosking Partners 3.2% 3.2% 000660 KS, 005930 KS, 1662.T, AXP, CCO.TO, COF, DHT, GLW, HAFN.OL, III.L, INSW, JEF, LRCX, MOH.AT, MPC, MU, NE, PSK.TO, PSX, STX, SYF, TDW, UBS, VLO, WISE.L AI, Capital Cycle, diversification, energy, Geopolitical, semiconductors
2026 Q1 Apr 17, 2026 Polaris Global Equity 5.9% 5.9% 000660 KS, 005930 KS, ARW, CAP.PA, COF, DNB.OL, E, ELV, GILD, LNTH, LUN.TO, MEOH, MKSI, MPC, NVDA, SLM, TTE, UTHR, WBS, YAR.OL AI, diversification, energy, Fertilizers, Geopolitical, global, semiconductors, value
2026 Q1 Apr 17, 2026 Polaris International Equity 5.1% 5.1% 000270 KS, 000660 KS, 005930 KS, 055550 KS, 2318 HK, 6758.T, 8002.T, BABA, BPOP, CAP.PA, DNB.OL, E, IAG.L, LUN.TO, MEOH, PUB.PA, RYA.L, TEP.PA, TTE, YAR.OL diversification, energy, Geopolitical, international, materials, technology RYA.L
000270.KS
8002.T
DNB.OL
005930.KS
000660.KS
TTE.PA
ENI.MI
LUN.TO
MEOH
YAR.OL
2026 Q1 Mar 31, 2026 Aikya -5.5% -5.5% 000660 KS, 005930 KS, 1972.HK, 2330.TW, 300012.SZ, HDFCBANK.NS, NATU3.SA, UL, WEGE3.SA Brazil, China, emerging markets, India, Quality, semiconductors

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 21, 2026 Fund Letters Zach C Turner SK Hynix Inc Information Technology Semiconductors Bull New York Stock Exchange AI, Capacity, Memory, Pricing, semiconductors
Feb 21, 2026 Fund Letters Joost van der Mandele SK Hynix Inc. Information Technology Semiconductors Bull New York Stock Exchange AI, Memory, Pricing power, semiconductors, Shortages
Jan 29, 2026 Fund Letters Michael Kass SK hynix Inc Information Technology Semiconductors Bull New York Stock Exchange AI, HBM, Memory, Pricing, semiconductors
Jan 29, 2026 Fund Letters Krishna Mohanraj SK hynix Inc Information Technology Semiconductors Bull New York Stock Exchange AI, HBM, Memory, rerating, semiconductors
Jan 28, 2026 Fund Letters Patricia Ribeiro SK Hynix Inc. Information Technology Semiconductors Bull New York Stock Exchange AI, data centers, Memory, Pricing power, Semi Conductors
Jan 27, 2026 Fund Letters Jacob Grapengiesser SK Hynix Inc. Information Technology Semiconductors & Semiconductor Equipment Bull New York Stock Exchange AI, datacenters, DRAM, Memory, Pricingpower
Jan 24, 2026 Fund Letters Graeme Bencke SK Hynix Inc. Information Technology Semiconductors Bull New York Stock Exchange AI, data centers, DRAM, Memory, semiconductors
Jan 24, 2026 Fund Letters Cameron Robertson SK hynix Inc. Information Technology Semiconductors Bull New York Stock Exchange AI, HBM, Memory, Pricing, semiconductors
Jan 23, 2026 Fund Letters Edmund Bellord SK hynix Inc. Information Technology Semiconductors & Semiconductor Equipment Bull New York Stock Exchange AI, cashflow, HBM, Margins, NVIDIA
Jan 23, 2026 Fund Letters Bernard Horn SK Hynix Inc. Information Technology Semiconductors & Semiconductor Equipment Bull New York Stock Exchange AI, DRAM, HBM, Memory, Pricingpower
Jan 23, 2026 Fund Letters Bernard Horn SK Hynix Inc. Information Technology Semiconductors Bull New York Stock Exchange AI, Cyclicality, Memory, Pricing, semiconductors
Jan 20, 2026 Fund Letters Rupal J. Bhansali SK Hynix Inc. Information Technology Semiconductors Bull New York Stock Exchange AI, HBM, Margins, Memory, semiconductors
Jan 8, 2026 Fund Letters Bernard Horn SK hynix Inc. Information Technology Semiconductors Bull New York Stock Exchange AI, datacenters, growth, HBM, semiconductors
Jan 8, 2026 Fund Letters Bernard Horn SK hynix Inc. Information Technology Semiconductors Bull New York Stock Exchange AI, Cyclical, datacenters, Memory, semiconductors
Nov 29, 2025 Fund Letters Daniel S. Loeb SK Hynix Inc. Information Technology Semiconductors Bull NYSE AI, discount, DRAM, growth, HBM, Korea, Margins, Memory, semiconductors, valuation
Nov 29, 2025 Fund Letters Daniel S. Loeb SK Hynix Inc. Information Technology Semiconductors Bull NYSE AI, discount, DRAM, growth, HBM, Korea, Margins, Memory, semiconductors, valuation

BSD Shareholders of 000660-KS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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