000660 KS Archives

000660-KS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Pitches	Letter
2026 Q2	Aug 8, 2026	Bailard International Equity Strategy	13.5%	15.0%	000270 KS, 000660 KS, 005930 KS, 066570 KS, 6752.T, 6981.T, 7735.T, 8035.T, NOK	AI, energy, geopolitics, International Equity, Japan, Korea, semiconductors, Taiwan		View
2026 Q2	Aug 7, 2026	Van Der Mandele Arar Fund	-	7.2%	000660 KS, 095660.KQ, AII.TO, CBWTF, FRRRF, JAYYF, JXN, R3X.DE, THX.TO	geopolitics, Gold Miners, Memory, oil, semiconductors, shipping, small caps, value	THX.V 095660.KQ JXN 000660.KS	View
2026 Q2	Aug 6, 2026	Ameliora Wealth Management	-	-	000660 KS, 005930 KS, GOOGL, MSFT, SPACE	AI, defense, gold, Leverage, Middle East, oil, semiconductors, technology		View
2026 Q2	Aug 5, 2026	Fidelity Dividend Growth Fund	17.1%	16.9%	000660 KS, AAPL, ALSN, AMAT, AMD, BA, INTC, LRCX, MSFT, MU, NVDA, STX, TSM, WDC	aerospace, AI, Dividend Growth, energy, large cap, Onshoring, semiconductors, technology		View
2026 Q2	Aug 14, 2026	Myrmikan Research	-	-	000660 KS, 005930 KS, AMD, AMZN, APO, ASML, AVGO, BAM, BLK, BX, GOOGL, INTC, KKR, META, MSFT, MU, NVDA, ORCL, TSM	AI Bubble, Data centers, Federal Reserve, gold, monetary policy, private credit, semiconductors, Systemic Risk		View
2026 Q2	Aug 13, 2026	Arnott Capital	-	0.0%	000660 KS, 005930 KS, AMZN, GOOG, META, MSFT, ORCL, TSLA	AI, Capital Cycle, Homebuilders, infrastructure, Korea, Mining, oil, semiconductors		View
2026 Q2	Aug 10, 2026	PGIM Jennison Global Opportunities Fund	26.9%	12.1%	000660 KS, 6951.T, AMD, BE, CRDO, DDOG, HWM, LRCX, MPWR, NBIS, NFLX, NU, PLTR, STRL, TSM	aerospace, AI, Data centers, earnings growth, industrials, infrastructure, semiconductors, technology		View
2026 Q2	Aug 1, 2026	Rodrigo Benedetti	-	-	000660 KS, 6723.T, AMD, APP, CSU.TO, EPAM, GLOB, IFX.DE, MA, MRVL, MU, RELX.L, SNDK, SOXX, STMPA.PA, V	AI, Long/Short, Memory, oil, sector rotation, semiconductors, software, volatility		View
2026 Q2	Jul 9, 2026	TEAM Asset Management	-	-	000660 KS, 005930 KS, AAPL, AMZN, GOOGL, META, MSFT, MU, NVDA, TSM	AI, Asia, energy, geopolitics, monetary policy, semiconductors, technology		View
2026 Q2	Jul 8, 2026	East Capital	13.0%	13.5%	000660 KS, 005930 KS, 009150 KS, 021240.KS, MU	AI, emerging markets, frontier markets, Memory, Nigeria, semiconductors, South Korea, Taiwan	021240.KS 009150.KS 000660.KS 005930.KS	View
2026 Q2	Jul 8, 2026	INN8	-	-	000660 KS, 005930 KS, 0700.HK, 6600.T, 6857.T, 8035.T, AMD, ARM, AU, BABA, BUD, CFR SW, CPI.JO, DSY.JO, FSR.JO, GFI, GS, IMPUY, INTC, MTN.JO, MU, NPN.JO, NVDA, PRX.AS, SBK.JO	AI, China, gold, inflation, interest rates, IPO, semiconductors, South Africa		View
2026 Q2	Jul 31, 2026	Bronte Capital Amalthea Fund	5.1%	-	000660 KS, 005930 KS, AAPL, AMZN, BXB.AX, GOOG, GOOGL, META, MSFT, MU, NVDA, ORCL, TSLA	AI, Capital Expenditure, Google, Labor Displacement, Long/Short, Market Concentration, semiconductors, technology	GOOGL	View
2026 Q2	Jul 31, 2026	Third Point Partners	7.7%	-	000660 KS, ACA, CRH, FLEX, GOOGL, SQ, TDS	AI, credit, Data centers, Fintech, infrastructure, Leverage, semiconductors, volatility		View
2026 Q2	Jul 30, 2026	Sands Capital Emerging Markets Growth Fund	29.1%	22.5%	000660 KS, 002594.SZ, 005930 KS, 0700.HK, 1299 HK, 2308.TW, 2454.TW, 402340 KS, BABA, SE, TSM	AI Infrastructure, China, emerging markets, India, Korea, Memory, semiconductors, Taiwan		View
2026 Q2	Jul 30, 2026	Sands Capital International Growth Fund	18.7%	1.2%	000660 KS, ASML, EL.PA, ENR.DE, GALDF, KYCCF, NU, SE, SHOP.TO, SPOT, TSM, VACNY	AI, emerging markets, Energy Transition, growth, international, semiconductors, technology		View
2026 Q2	Jul 30, 2026	Sands Capital Global Growth Fund	22.2%	4.0%	000660 KS, ARM, ASML, AVGO, BE, GALD SW, ICE, INTC, ISRG, MU, NFLX, NVDA, ONON, ORCL, SHOP, SPOT, TSM	AI Infrastructure, Data centers, emerging markets, Growth Equity, Long-Term Investing, semiconductors, technology		View
2026 Q2	Jul 30, 2026	Sands Capital Technology Innovators Fund	26.9%	7.8%	000660 KS, AMD, APP, ARM, AVGO, DDOG, INTC, KVYO, META, MSFT, NET, NVDA, PANW, PLTR, STX, TSM	AI Infrastructure, cybersecurity, Data centers, growth, Memory, semiconductors, technology		View
2026 Q2	Jul 29, 2026	Minotaur Global Opportunities Fund	16.3%	-	000660 KS, 005930 KS, AMD, AMZN, AVGO, GOOGL, HUT, META, MSFT, MU, NVDA, ORCL, TSM	AI, Asia, Concentration, Deleveraging, Memory, semiconductors, technology	HUT MU 000660.KS	View
2026 Q2	Jul 29, 2026	BlackRock Global Dividend Fund	11.6%	9.0%	000660 KS, 2454.TW, AMAT, BA.L, MU, SHEL	AI, dividends, global, industrials, Quality, semiconductors, technology		View
2026 Q2	Jul 28, 2026	Diamond Hill International	7.8%	11.6%	000660 KS, 005930 KS, BABA, CNQ, IMO, TSM	AI, energy, international, semiconductors, South Korea, Taiwan, value		View
2026 Q2	Jul 28, 2026	Baron Emerging Markets Fund	19.5%	20.0%	000660 KS, 005930 KS, 0268 HK, 0700.HK, 1211 HK, 300750.SZ, 688008.SS, BABA, DIVISLAB.NS, GDS, GMEXICO.MX, NU, OTP.BD, PONY, POWERGRID.NS, TSM	AI, China, emerging markets, Geopolitical Risk, India, semiconductors, technology		View
2026 Q2	Jul 28, 2026	Polen Capital – International Growth	11.2%	-4.8%	000660 KS, 005930 KS, 8035.T, ASM.AS, ASML, MDT	AI, international, market structure, momentum, Quality, semiconductors, software	MDT INPST.AS SAP MELI ASM ASML 8035.T	View
2026 Q2	Jul 28, 2026	Mobius Capital Partners	29.4%	-	000660 KS, 034730.KS, 2330.TW, 2365.TW, 2458.TW, 2472.TW, 5274.TW	AI, Data centers, emerging markets, India, mid cap, semiconductors, Taiwan, technology		View
2026 Q2	Jul 28, 2026	Optimum International Fund	16.7%	-	000660 KS, 005930 KS	AI, Asia, energy, Europe, Geopolitical, international, semiconductors, technology		View
2026 Q2	Jul 28, 2026	WisdomTree	-	-	000660 KS, 005930 KS, AAPL, AMZN, GOOGL, META, MSFT, MU, NVDA, TSLA, TSM	AI, emerging markets, Factor Investing, momentum, Quality, Risk Appetite, semiconductors, value		View
2026 Q2	Jul 27, 2026	Stewart Investors	-	-	000660 KS, 005930 KS, 0700.HK, 1299 HK, 2020 HK, 2301.TW, 2382.HK, 2454.TW, 300750.SZ, BABA, FPT VN, HTHT, ICICIBC.NS, MARUTI.NS, MWG VN, PDD, TATAMOTORS.NS, TOTS3.SA, TSM	AI, Asia, China, emerging markets, India, Quality, semiconductors, technology		View
2026 Q2	Jul 27, 2026	Polaris International Equity	12.3%	18.1%	000270 KS, 000660 KS, 1299 HK, 2318 HK, 4901.T, 8002.T, 8591.T, BABA, BPOP, DHL.DE, NXT.L, RYA.L, SKF-B.ST, UCG.MI, YAR.OL	AI, Airlines, China, international, Iran, rates, semiconductors		View
2026 Q2	Jul 27, 2026	Polaris Global Equity	13.3%	20.0%	000660 KS, 1299 HK, 4901.T, 8002.T, 8591.T, ADBE, ARW, BPOP, CVS, CYTK, DHL.DE, JAZZ, LNTH, MKSI, RYA.I, UCG.MI	AI, Airlines, China, Global Equity, healthcare, international, semiconductors, value		View
2026 Q2	Jul 27, 2026	Fawkes Capital Management	11.8%	-	000660 KS, 1888.HK, 6981.T	AI, Asia, geopolitics, inflation, Iran, oil, rates, semiconductors		View
2026 Q2	Jul 27, 2026	Horos Asset Management	-	-	000660 KS, 005930 KS, AAPL, AMD, AMZN, AVGO, BOL.PA, CIRSA.MC, GOOGL, META, MSFT, MU, NVDA, ODEN.PA, ORCL, STX, SUZB3.SA, TSLA, TSM, WDC	AI, Capital Cycle, inflation, interest rates, semiconductors, technology, Valuations, Value Investing	LDA.MC ODET.PA BOL.PA SUZB3.SA	View
2026 Q2	Jul 27, 2026	Baillie Gifford – US Equity Growth	-	3.4%	000660 KS, 6146.T, 6857.T, 6920.T, 8113.T, ASML, MELI, ROG SW, SXYAY, TSM, TTE	active management, AI, growth, international, long-term, SaaS, semiconductors, volatility		View
2026 Q2	Jul 27, 2026	Allspring Emerging Markets Equity Advantage Fund	22.8%	27.6%	000660 KS, 005930 KS, 2454.TW, 3711.TW, VIVT3.SA	AI, Asia, dividends, emerging markets, Memory, semiconductors, Taiwan, technology		View
2026 Q2	Jul 23, 2026	Platinum Asia Fund	15.0%	-	000333.SZ, 000660 KS, 005930 KS, 1109.HK, AYALY, BABA, BBCA.JK, BILI, INGVY, JBFCF, JD, PNGAY, TCEHY, TSM, ZTO	AI, Asia, China, Indonesia, Memory, Philippines, semiconductors, Valuations		View
2026 Q2	Jul 22, 2026	ABS Global Investment	-	-	000660 KS, 005930 KS, TSM	AI, Asia, emerging markets, Geopolitical Risk, semiconductors, technology, volatility		View
2026 Q2	Jul 22, 2026	AGT Partners	-	32.4%	000660 KS, 005930 KS, 0700.HK, 0883.HK, 5CF.SI, 5LY SI, 5WF.SI, AAPL, APO, D05.SI, GOOGL, KKR, MSFT, N4E.SI, NO4.SI, OV8.SI, TSM	AI, Asia, Engagement, Quality, semiconductors, Singapore, small caps, value	000660.KS GOOGL	View
2026 Q2	Jul 21, 2026	Baillie Gifford -Emerging Markets	-	52.5%	000660 KS, 005930 KS, 0700.HK, 2454.TW, 300750.SZ, B3SA3.SA, MELI, PETR4.SA, TSM	AI, China, Electric Vehicles, emerging markets, Energy Transition, Memory, Resilience, semiconductors	0700.HK PETR4.SA B3SA3.SA 2454.TW 000660.KS 005930.KS	View
2026 Q2	Jul 21, 2026	Baillie Gifford -International Concentrated Growth	-	-5.7%	000660 KS, 300750.SZ, ASML, BNTX, DHER.DE, KER.PA, LONN SW, MELI, SPOT, TSM	AI, Concentration, E-Commerce, growth, international, long-term, semiconductors, technology	300750.SZ LONN.SW 000660.KS ASML TSM SPOT MELI	View
2026 Q2	Jul 20, 2026	abrdn Emerging Markets Fund	26.6%	29.7%	000660 KS, 002371.SZ, 005930 KS, 012330 KS, 034730.KS, 0700.HK, 2020 HK, 2345.TW, 2360.TW, 2454.TW, 300750.SZ, 3711.TW, 688008.SS, AC.MX, BABA, BAP, BBNI.JK, GMEXICOB.MX, KTB.BK, TLKM.JK	AI, China, emerging markets, Energy Transition, Indonesia, semiconductors, technology		View
2026 Q2	Jul 20, 2026	Hosking Partners	11.7%	15.3%	000660 KS, 2206.T, 2502.T, 5423.T, 6971.T, 8058.T, 8088.T, 8923.T, 9427.T, AMAT, BESI.AS, GLW, GOOGL, LRCX, MU, SBSW, SLG, STX, TSM, VNO	AI, Capital Cycle, energy, Equity Issuance, Japan, semiconductors, value	9427.T SBSW	View
2026 Q2	Jul 17, 2026	Harding Loevner Emerging Markets Equity	18.9%	18.3%	000660 KS, 005930 KS, 035420 KS, 0700.HK, 1299 HK, 1810 HK, 2317.TW, 2318 HK, 2330.TW, 2331 HK, 2359.HK, 2454.TW, 3454.HK, 3690 HK, 5269.TW, 9618 HK, 9988 HK, BABA, HDFCB.NS, TSMC	AI, Asia, Data centers, emerging markets, semiconductors, South Korea, Taiwan, technology		View
2026 Q2	Jul 17, 2026	American Century Emerging Markets Fund	29.5%	-	000660 KS, 002008.SZ, 002460.SZ, 009150 KS, 039490.KS, 3034.TW, 352820.KS, 601600.SS, PRIO3.SA, TVSMOTOR.NS	AI, emerging markets, energy, Memory, semiconductors, South Korea, Taiwan, technology		View
2026 Q2	Jul 16, 2026	Peapack Private	-	-	000660 KS, 005930 KS, AAPL, MDLZ, MU	AI, earnings, inflation, Memory, semiconductors, small caps, South Korea, technology		View
2026 Q2	Jul 15, 2026	Deep Sail Capital Partners	41.6%	16.5%	000660 KS, AMPG, ARKW, CAR, CAVA, CLPT, CLS, CPER, CRDO, CVNA, LUNR, MDA.TO, MRAM, MU, OUST, PNG.TO, SNWV, SPCB, VRT	AI, Celestica, Data centers, growth, Long/Short, Networking, semiconductors, small caps	CLS	View
2026 Q2	Jul 14, 2026	The Bristlemoon Global Fund	1.9%	-	000660 KS, 005930 KS, 8035.T, AAPL, AMAT, AMD, APP, ASML, GOOGL, INTC, KLAC, LRCX, MU, NOW, NVDA, PAR, TSLA, TSM	AI, market structure, Memory, Portfolio Management, Position Sizing, risk management, semiconductors	TIMEE.T ASML APP	View
2026 Q2	Jul 14, 2026	Wedgewood Partners	9.4%	2.5%	000660 KS, AAPL, AMD, AMZN, CB, CDW, CPRT, GOOGL, META, MSFT, MSI, MU, NVDA, PGR, RMS.PA, TSCO, TSM, URI, V, ZTS	AI, Capex, Hyperscalers, Luxury, Memory, momentum, Quality, semiconductors		View
2026 Q2	Jul 13, 2026	M&G Investment	-	-	000660 KS, 005930 KS, 0700.HK, 7203.T, ADBE, ADSK, BABA, DCC.L, GOOGL, HLN.L, INTU, ITK.L, KVUE, MANH, NVDA, OR.PA, PG, SGRO.L	AI, diversification, Market Concentration, Multi-Asset, portfolio construction, semiconductors, volatility		View
2026 Q2	Jul 11, 2026	Mawer International Equity Fund	16.0%	15.9%	000660 KS, 005930 KS, 034730.KS, 2308.TW, AAON, AEM.TO, APH, CNQ.TO, FNV.TO, FTT.TO, KLAC, ONEX.TO, RY.TO, SHOP.TO, SU.TO, TD.TO, TIH.TO, TSM, TXN, VRT	AI, Asia, Canada, diversification, Geopolitical Risk, inflation, semiconductors, valuation		View
2026 Q2	Jun 30, 2026	Shelton Emerging Markets Fund	15.0%	-	000660 KS, 005930 KS, 2318.TW, 2379.TW, 2899.HK, 3711.TW, 402050.KS, 601318.SS, GEKTERNA.AT, INFY, ITUB	AI, emerging markets, energy, Memory, semiconductors, South Korea, Taiwan, valuation	2454.TW 000660.KS GEKTERNA.AT 005930.KS	View
2026 Q1	Jun 2, 2026	Unison Asset Management	-	-	000660 KS, 005930 KS, AMZN, META	AI, Korea, private credit, risk, semiconductors, Speculation, technology		View
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		View
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		View
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		View
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	View
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		View
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		View
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		View
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		View
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		View
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		View
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		View
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		View
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		View
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		View
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	View
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		View

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	View Pitch
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	View Pitch
Jan 29, 2026	Fund Letters	Michael Kass	SK hynix Inc	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, HBM, Memory, Pricing, semiconductors	View Pitch
Jan 29, 2026	Fund Letters	Krishna Mohanraj	SK hynix Inc	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, HBM, Memory, rerating, semiconductors	View Pitch
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	View Pitch
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	View Pitch
Jan 24, 2026	Fund Letters	Graeme Bencke	SK Hynix Inc.	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, data centers, DRAM, Memory, semiconductors	View Pitch
Jan 24, 2026	Fund Letters	Cameron Robertson	SK hynix Inc.	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, HBM, Memory, Pricing, semiconductors	View Pitch
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	View Pitch
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	View Pitch
Jan 23, 2026	Fund Letters	Bernard Horn	SK Hynix Inc.	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, Cyclicality, Memory, Pricing, semiconductors	View Pitch
Jan 20, 2026	Fund Letters	Rupal J. Bhansali	SK Hynix Inc.	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, HBM, Margins, Memory, semiconductors	View Pitch
Jan 8, 2026	Fund Letters	Bernard Horn	SK hynix Inc.	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, datacenters, growth, HBM, semiconductors	View Pitch
Jan 8, 2026	Fund Letters	Bernard Horn	SK hynix Inc.	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, Cyclical, datacenters, Memory, semiconductors	View Pitch
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	View Pitch
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	View Pitch

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.

000660-KS

000660-KS

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 000660-KS

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