005930-KS

005930-KS

005930-KS

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary 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
2026 Q2 Aug 8, 2026 Aristotle International Equity Fund 8.4% 4.9% 005930 KS, 7532.T, ACN, TTI, UL Asia, Consumer Staples, Europe, geopolitics, International Equity, Quality, semiconductors, value ACN
7532.T
669.HK
005930.KS
2026 Q2 Aug 8, 2026 Aristotle/Saul Global Equity Fund 7.1% 4.6% 005930 KS, 1299 HK, 4452.T, 6954.T, D05.SI, DHR, DLB, EBS.VI, FCFS, GOOGL, MCHP, MLM, MSFT, MUV2.DE, QCOM, TTE, TTI, WALMEX.MX AI Infrastructure, geopolitics, Global Equity, Memory, Power Tools, Reinsurance, retail, semiconductors
2026 Q2 Aug 6, 2026 Ameliora Wealth Management - - 000660 KS, 005930 KS, GOOGL, MSFT, SPACE AI, defense, gold, Leverage, Middle East, oil, semiconductors, technology
2026 Q2 Aug 4, 2026 First Eagle Global Fund 2.9% 4.6% 005930 KS, 032830.KS, CHTR, CRM, ELV, GOOGL, HCA, MRK.DE, XOM AI, Geopolitical Risk, global, gold, rates, Risk Appetite, semiconductors, value
2026 Q2 Aug 25, 2026 Baron Global Opportunity Fund 26.6% 20.5% 005930 KS, AMZN, ARQT, ASML, CPNG, CRWD, DDOG, GDS, GOOGL, ILMN, MELI, NET, NU, NVDA, PDD, SHOP, SNOW, TSLA, TSM, WIX AI, cybersecurity, Data centers, global, growth, semiconductors, Space, technology
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
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
2026 Q2 Aug 11, 2026 BNY Mellon Global Emerging Markets Fund 18.8% 19.4% 005930 KS, 0700.HK, HDB, TSM AI, Asia, China, emerging markets, India, semiconductors, technology
2026 Q2 Aug 11, 2026 AMG Yacktman Focused Fund 10.8% 22.1% 005930 KS, 012330 KS, 028260 KS, BR, CNQ, CTSH, INTU AI, energy, large cap, semiconductors, software, South Korea, value
2026 Q2 Aug 11, 2026 AMG Yacktman Fund 7.6% 13.7% 005930 KS, 012330 KS, 028260 KS, BR, CNQ, CTSH, INTU AI, energy, Geopolitical, large cap, semiconductors, South Korea, value
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
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
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
2026 Q2 Jul 7, 2026 Oldfield Partners Overstone World All Cap Equity Fund 13.7% 19.1% 005930 KS, 6971.T, E, EZJ.L, FRE.DE, MRK, NOV, SNY AI, Airlines, energy, global, Pharmaceuticals, semiconductors, value EZJ.L
E
SNY
2026 Q2 Jul 7, 2026 Armbruster Capital Management - - 005930 KS, AMD, INTC, MU AI, emerging markets, inflation, market breadth, semiconductors, small caps, technology, Valuations
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
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
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
2026 Q2 Jul 29, 2026 Tweedy, Browne Value Fund 7.2% 11.1% 005930 KS, BA.L, CAP.PA, CCC.L, DHL.DE, NESN SW, NOVN SW, RMS.DE, ROG SW, SAF.PA, TTE, ZTS AI, Buybacks, global, inflation, semiconductors, technology, Valuations, value
2026 Q2 Jul 29, 2026 Tweedy, Browne International Value II 7.0% 10.7% 005930 KS, 086280 KS, 4368.T, 4401.T, BA.L, CCC.L, DGE.L, DHL.DE, HEIA.AS, KEMIRA.HE, NA.TO, NESN SW, NOVN SW, RHM.DE, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, WINPK AI Bubble, Buybacks, Europe, inflation, international, small caps, Valuations, value
2026 Q2 Jul 29, 2026 Tweedy, Browne International Value II 6.7% 8.8% 005930 KS, 4368.T, 6777.T, BA.L, CAP.PA, CCC.L, DHL.DE, HEIO.AS, IONS, KEMIRA.HE, NESN SW, NOVN SW, RHM.DE, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, WPK.TO AI Concerns, financials, International Equities, semiconductors, small cap, technology, Valuations, Value Investing
2026 Q2 Jul 29, 2026 Tweedy, Browne Worldwide High Dividend 6.3% 4.5% 005930 KS, 086280 KS, 259960.KS, 6460.T, 7276.T, AAPL, AMZN, ARLP, AUTO.L, BA.L, BIM.PA, BKG.L, CAP.PA, CCC.L, DGE.L, DHL.DE, EEFT, GOOGL, HEIA.AS, IONS, MBT.PS, META, MSFT, NESN SW, NOVN SW, ORCL, RMS.PA, ROG SW, SAF.PA, TTE, U11.SI, WPK.TO, WU, ZTS AI Bubble, Buybacks, dividends, global, inflation, Risk Appetite, small cap, value
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
2026 Q2 Jul 28, 2026 Orbis Global Equity 19.9% - 005930 KS, BRO, GOOGL, QXO, RYAN, TSM AI, Distribution, global, insurance, semiconductors, technology, value QXO
RYAN
BRO
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
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
2026 Q2 Jul 28, 2026 Optimum International Fund 16.7% - 000660 KS, 005930 KS AI, Asia, energy, Europe, Geopolitical, international, semiconductors, technology
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
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
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
2026 Q2 Jul 27, 2026 Pzena International Value ADR Strategy 11.2% 11.1% 005930 KS, ACN, C, CDW, CRBG, CTSH, DOW, EQH, EQNR, GLOB, HSBA.L, MBG.DE, POR.DE, SHEL, TSM, UBS AI, energy, financials, IT Services, normalized earnings, semiconductors, value
2026 Q2 Jul 27, 2026 Baillie Gifford – International Alpha - 7.8% 005930 KS, AMD, AMZN, AXON, BAP, FCX, GOOGL, INTC, LIN, MU, NET, NVDA, TSM AI, emerging markets, growth, long-term, semiconductors, technology, valuation LIN
AXON
6920.T
BESI.AS
TSM
NVDA
005930.KS
2026 Q2 Jul 27, 2026 Baillie Gifford – International Alpha - 8.2% 005930 KS, 0700.HK, 2454.TW, 6098.T, 9984.T, ARGX, CFR SW, DSV.CO, EXPN.L, G24.DE, MTX.DE, PBR, TSM, TTE, WARTSILA.HE AI, Asia, Energy Transition, growth, semiconductors, software, technology G24.DE
ARGX
MTX.DE
WARTSILA.HE
9984.T
2454.TW
TSM
005930.KS
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
2026 Q2 Jul 24, 2026 Harris Associates International Equity Strategy 8.3% 1.0% 005930 KS, ADS.DE, BABA, BMW.DE, BNP.PA, BVI.PA, SAP.DE AI, Asia, Cloud, E-Commerce, Europe, international, semiconductors, value BVI.PA
SAP
BABA
BMW.DE
BNP.PA
ADS.DE
005930.KS
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
2026 Q2 Jul 23, 2026 Brandes International Equity Fund 3.6% 6.3% 005930 KS, 012330 KS, 4502.T, 4503.T, BABA, CAP.PA, CFR SW, CNHI, DSFIR.SW, ESSITY-B.ST, IFX.DE, KYGA IR, NICE, NTES, NTR.TO, OTEX, PBR, SAN.PA, SAP.DE, STM, TCOM, TSM, TTE, WALMEX.MX AI, emerging markets, Enterprise Software, Europe, international, semiconductors, technology, value NTES
KRYAY
2026 Q2 Jul 22, 2026 ABS Global Investment - - 000660 KS, 005930 KS, TSM AI, Asia, emerging markets, Geopolitical Risk, semiconductors, technology, volatility
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
2026 Q2 Jul 21, 2026 Carmignac Patrimoine 43.5% 40.4% 005930 KS, 3016.TW, 3110.T, 3227.TW, 4062.T, ANET, ARM, ASML, AVGO, GTLB, INTC, MRVL, MSFT, MU, NVDA, TEAM, TSM AI, Asia, growth, hardware, infrastructure, semiconductors, software, technology
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
2026 Q2 Jul 20, 2026 WS Amati Global Innovation Fund - - 005930 KS, ADSK, ALGM, ATS.TO, GLOB, LLY, MKSI, PTC AI, Asia, Automation, innovation, semiconductors, software, technology ATS.TO
GLOB
ADSK
PTC
ALGM
005930.KS
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
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
2026 Q2 Jul 17, 2026 Artisan International Fund 8.8% 14.1% 005930 KS, 0669 HK, 1299 HK, 5802.T, BAB.L, BNP.PA, RYA.L, SAF.PA, TSM AI, Asia, defense, Electrification, Europe, financials, international, semiconductors
2026 Q2 Jul 16, 2026 Peapack Private - - 000660 KS, 005930 KS, AAPL, MDLZ, MU AI, earnings, inflation, Memory, semiconductors, small caps, South Korea, technology
2026 Q2 Jul 16, 2026 Contrarius Global Equity Fund 20.9% 3.7% 005930 KS, AAPL, NFLX, NTDOY, SONY, TSLA, TSM, UMG.AS, WMG AI, Content IP, contrarian, gaming, Japan, Media, Music, semiconductors 6758.T
2026 Q2 Jul 16, 2026 East72 Dynasty Trust 7.2% - 005930 KS, 0823.HK, EVT.AX, GOOGL, WISE.L Australia, Cinema, Controlling Shareholders, Hotels, Patient Capital, real estate, Travel, value WISE.L
EVT.AX
2026 Q2 Jul 15, 2026 Harding Loevner International Equity 13.1% 14.4% 005930 KS, 035420 KS, 0700.HK, 1299 HK, 2308.TW, 4519.T, 6098.T, 6920.T, 9999.HK, AMS.PA, ASML, BA.L, BBVA, CNI, HDFC.NS, IFX.DE, MELI, SHEL, SPOT, TSM AI, Memory, semiconductors, South Korea, technology, Trimming, valuation
2026 Q2 Jul 15, 2026 Harding Loevner Global Equity 10.5% 4.4% 005930 KS, 0700.HK, 1299 HK, 300750.SZ, 6326.T, 6758.T, 6861.T, AAPL, ABBV, ACN, ADBE, AME, AMZN, APH, ASML, ATD.TO, ATKR, AVGO, AZN, BKNG, DE, DHR, DPLM.L, EFX, ELV, EPIA.ST, GOOGL, HDFCBANK.NS, HEI, IFX.DE, JNJ, JPM, META, MSFT, NEE, NFLX, NOC, NVDA, NVT, PGR, RGA, ROG SW, RYA.L, SAF.PA, SAP, SGSN.SW, SHEL, SLB, SU.PA, TMO, TSM, V AI, Competitive Advantage, Data centers, global, Quality, semiconductors, supply constraints, technology
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
2026 Q2 Jul 14, 2026 Oakmark Global Fund 7.9% 1.8% 005930 KS, ADS.DE, AZN, BMW.DE, BNP.PA, COO, CRM, ICE, MC.PA, OC, SY1.DE consumer, Europe, global, healthcare, large cap, technology, value SY1.DE
OC
MC.PA
COO
AZN
BMW.DE
005930.KS
2026 Q2 Jul 14, 2026 Oakmark International Fund 7.9% 1.0% 005930 KS, ADS.DE, BMW.DE, BNP.PA, BVI.PA Autos, Europe, financials, industrials, international, semiconductors, value BVI.PA
BMW.DE
005930.KS
2026 Q2 Jul 14, 2026 Thornburg Equity Income Builder Fund 5.7% 16.2% 005930 KS, AVGO, BIRG.L, BNP.PA, C, CS.PA, DTE.DE, ELE.MC, ENEL.MI, KMB, KPN.AS, MRK, NN.AS, ORAN, T, TSCO.L, TSM, TTE, VOD.L, ZEG.L dividends, financials, global, income, semiconductors, Telecommunications, Utilities, value
2026 Q2 Jul 14, 2026 Thornburg International Equity Fund 6.7% 10.0% 005930 KS, 0700.HK, 600519.SS, 6861.T, AZN, BABA, BBCA.JK, BNP.PA, CP, ING, MUFG, SU.PA, TSM, TTE Asia, China, Energy Shock, Europe, financials, International Equity, semiconductors, value
2026 Q2 Jul 13, 2026 GMO -0.8% 9.1% 005930 KS, 034730.KS, 066570 KS, BBVA, EXPE, SAN AI Disruption, banks, Market Neutral, Rotation, SaaS, South Korea, stock selection, value
2026 Q2 Jul 13, 2026 Capicraft Investment Partners -9.0% 1.2% 005930 KS, GOOGL, TSM AI, commodities, Dollar, emerging markets, energy, geopolitics, gold, uranium
2026 Q2 Jul 13, 2026 103 Advisory group - - 005930 KS, AMZN, GOOGL, META, MSFT, ORCL, TSM, WMT AI, consumer spending, energy, Federal Reserve, inflation, semiconductors, small caps, tariffs
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
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
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
2026 Q1 Jun 2, 2026 Unison Asset Management - - 000660 KS, 005930 KS, AMZN, META AI, Korea, private credit, risk, semiconductors, Speculation, technology
2026 Q1 Jun 1, 2026 Tweedy, Browne Worldwide High Dividend -1.7% -1.7% 005930 KS, 7267.T, 7972.T, AALB.AS, ALV.ST, BA.L, BREE.L, BUNZL.L, CNHI, DGE.L, INCH.L, MEGACPO.MX, NOVN SW, RFP.PA, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, ZURN.SW Buybacks, dividends, energy, Geopolitical, international, Pharmaceuticals, undervaluation, value
2026 Q1 Jun 1, 2026 Tweedy, Browne Value Fund 3.6% 3.6% 005930 KS, BA.L, CNHI, DGE.L, NOVN SW, ROG SW, SE Buybacks, dividends, energy, Geopolitical, international, portfolio, valuation, value
2026 Q1 Jun 1, 2026 Tweedy, Browne International Value II 2.0% 2.0% 005930 KS, AUTO.L, BA.L, BNZL.L, CNHI, DHL.DE, NESN SW, NOVN SW, ROG SW, RUI.PA, TTE, U11.SI defense, energy, international, Pharmaceuticals, semiconductors, value
2026 Q1 Jun 1, 2026 Tweedy, Browne International Value II 3.6% 3.6% 005930 KS, 7267.T, AUTO.L, BA.L, BNZL.L, CNHI, DGE.L, NOVN SW, ROG SW, TTE Buybacks, dividends, energy, Geopolitical, international, Portfolio Management, value
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 Mayar Capital -8.8% -8.8% 005930 KS, 7974.T, BFAM, BLND.L, DASTY.PA, ICARF.WA, MITT, MSFT, PYPL, SAP, SOM.L, TOST, VTY.L, VWS.CO, XRO.AX AI, Crisis, diversification, Geopolitical, global, Quality, software, value 7974.T
TOST
XRO.AX
MIDD
SAP
MSFT
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 May 17, 2026 First Eagle Global Fund 1.7% 1.7% 005930 KS, CRM, IMO.TO, MC.PA, ORCL, PRX.AS, SLB, WDAY, XOM energy, Geopolitical, global, gold, Iran, oil, value MC.PA
PRX.AS
CRM
ORCL
WDAY
005930.KS
XOM
SLB
IMO.TO
2026 Q1 May 13, 2026 AMG Yacktman Fund 5.7% 5.7% 005930 KS, CNQ, COP, EOG, FANG, FOXA, MSFT, UHAL, WBD AI, energy, Geopolitical, large cap, semiconductors, value UHAL
FOXA
MSFT
CNQ
005930.KS
2026 Q1 May 13, 2026 AMG Yacktman Focused Fund 10.3% 10.3% 005930 KS, CNQ, FOXA, MSFT, UHAL, WBD energy, large cap, long-term, Memory, semiconductors, technology, value UHAL
FOXA
MSFT
CNQ.TO
005930.KS
2026 Q1 Apr 29, 2026 American Century Emerging Markets Fund 4.5% 4.5% 005930 KS, 030200 KS, 0700.HK, 1211 HK, 1810 HK, 2360.TW, 3037.TW, 3711.TW, 9999.HK, TCOM AI, China, emerging markets, energy, semiconductors, Taiwan, technology 1211.HK
2360.TW
005930.KS
3037.TW
2026 Q1 Apr 29, 2026 Oldfield Partners Overstone Global Large Cap 4.7% 4.7% 005930 KS, ALLY, E, EZJ.L, LUV, MRK.DE Airlines, defense, Geopolitical, global, Memory, oil, value ALLY
MRK.DE
2026 Q1 Apr 28, 2026 Diamond Hill International 3.5% 3.5% 005930 KS, 028260 KS, 0700.HK, CFR SW, CNQ.TO, DGE.L, HDFCBANK.NS, IMO.TO, RTO.L AI, energy, Geopolitical, international, semiconductors, technology, value 9435.T
RTO.L
028260.KS
DEO
IMO.TO
CNQ.TO
005930.KS
2026 Q1 Apr 25, 2026 Baron Emerging Markets Fund 0.4% 0.4% 005930 KS, 2359.HK, 700 HK, BAJFINANCE.NS, BHARTIARTL.NS, TSM AI, China, defense, emerging markets, energy, Geopolitical, India, Korea, semiconductors, Taiwan
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 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 Stewart Investors - - 005930 KS, 0700.HK, 2379.TW, 3323.T, 6758.T, HDFCBANK.NS, HTHT, TSM AI, Asia, China, gaming, Quality, semiconductors, technology HTHT
6758.T
2379.TW
HDFCBANK.NS
0700.HK
3064.T
TSM
005930.KS
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 23, 2026 WS Amati Global Innovation Fund - - 005930 KS, BAS.DE, BSY, JHX, LITE, MKSI, PI, TECN SW, VU.PA, WGS AI, Automation, defense, global, innovation, semiconductors, technology JHX
BSY
TECN.SW
VU.PA
PI
MKSI
LITE
005930.KS
2026 Q1 Apr 23, 2026 Polen Capital – International Growth -14.4% -14.4% 005930 KS, 1299 HK, 6861.T, 7011.T, AZN, ENR.DE, INPST.L, RHM.DE, SAAB-B.ST, TSM AI, Concentration, defense, energy, growth, international, Quality, semiconductors 6861.T
005930.KS
ENR.DE
1299.HK
AZN
7011.T
SAAB-B.ST
RHM.DE
TSM
2026 Q1 Apr 22, 2026 Pzena International Value ADR Strategy 1.1% 1.1% 005930 KS, 6326.T, 7733.T, ACN, BAS.DE, EQNR, MC.PA, NOK, P911.DE, PUB.PA, RKT.L, SHEL, UU.L AI, China, energy, Europe, international, Recovery, value P911.DE
UU.L
MC.PA
2026 Q1 Apr 22, 2026 Royal London Global Equity Diversified Fund -4.9% -4.9% 005930 KS, AMD, BWA, CCO, CRM, CSU.TO, GLEN.L, GOOGL, HUBG, JPM, LMT, MSFT, NOW, RELX.L, RPRX, SHEL.L, STLD, TSM, VRT defense, Diversified, energy, Geopolitical, global, infrastructure, technology
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 Brandes International Equity Fund 2.6% 2.6% 005930 KS, 4502.T, 4503.T, CAP.PA, ENGI.PA, F34.SI, KER.PA, OTEX, PBR, PUB.PA, SAP, STM, SW.PA, WPP.L AI, emerging markets, energy, Europe, international, Pharmaceuticals, semiconductors, value
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 18, 2026 Baillie Gifford -Emerging Markets 4.1% 4.1% 005930 KS, 300750.SZ, B3SA3.SA, MELI, PBR, SE, TSM AI, China, emerging markets, energy, geopolitics, oil, semiconductors, technology
2026 Q1 Apr 18, 2026 Baillie Gifford – International Alpha -5.1% -5.1% 005930 KS, 0700.HK, 1299 HK, 2454.TW, 2899.HK, 300750.SZ, 8316.T, 9984.T, ADYEN.AS, ASML, B3SA3.SA, DB1.DE, DSV.CO, EXPN.L, LUN.TO, MELI, PBR, RIO, RYA.L, SAP, SHOP.TO, TSM, TTE AI, banks, Copper, energy, growth, international, semiconductors, volatility
2026 Q1 Apr 18, 2026 Thornburg International Equity Fund 3.1% 3.1% 005930 KS, 0700.HK, 3690 HK, 6098.T, AZN, B3SA3.SA, BNP.PA, BZ, CP, ELE.MC, GLEN.L, INGA.AS, MUFG, NN.AS, ORA.PA, SONY, TTE energy, Geopolitical, inflation, international, Resilience, value
2026 Q1 Apr 18, 2026 Thornburg Equity Income Builder Fund 9.9% 9.9% 005930 KS, AVGO, C, MRK, ORAN, T, TSM, TTE dividends, energy, financials, global, income, technology, Telecommunications, Utilities
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 Apr 13, 2026 Harding Loevner International Equity 1.1% 1.1% 005930 KS, 035420 KS, 2308.TW, 2371.T, 300750.SZ, 6146.T, 6758.T, ADYEN.AS, ASML, BA.L, HDFCBANK.NS, SE, SHEL, TSM AI, diversification, energy, Geopolitical, international, Quality, semiconductors, technology
2026 Q1 Mar 31, 2026 Orbis Global Equity - - 005930 KS, ALNY, BA.L, BRKR, CSU.TO, EQT, EXPN.L, GMAB, ICON, INSM, IQV, NTES, SE, SHEL, TSM, TTI, UNH, WLK, XPO AI, energy, Global Equity, healthcare, semiconductors, technology, value
2026 Q1 Mar 31, 2026 AVI Global Trust -5.0% -5.0% 005930 KS, NWSA, UMG.AS, VIV.PA Asia, discount, Geopolitical, Media, value VIV.PA
NWSA
2026 Q1 Mar 31, 2026 Oakmark Global Fund -5.6% -5.6% 005930 KS, 6965.T, CPG.L, DSY.PA, NFLX, SAP.DE Asia, energy, Europe, global, industrials, semiconductors, technology, value SAP
NFLX
6965.T
CPG.L
DSY.PA
005930.KS
2026 Q1 Mar 31, 2026 Harris Associates International Equity Strategy -6.7% -6.7% 005930 KS, 8113.T, ADS.DE, CNHI, CPG.L, CPNG, DSY.PA, GLEN.L, HLN.L, LSEG.L, MC.PA, SAP.DE AI, Asia, Europe, international, Mining, semiconductors, software, value
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
2026 Q1 Mar 31, 2026 Baillie Gifford – International Alpha - - 005930 KS, 0700.HK, APP, DASH, EOG, EQT, FCX, NVDA, PBR, SHOP, SMAR, TSM AI, Banking, energy, global, growth, infrastructure, semiconductors, technology
2026 Q1 Mar 31, 2026 Shelton Emerging Markets Fund 3.8% 3.8% 005930 KS, 2360.TW, GEKTERNA.AT, HDFCBANK.NS, INFY AI, Asia, Dollar, emerging markets, energy, Geopolitical, Oil Shock, semiconductors HDFCBANK.NS
GEKTERNA.AT
005930.KS
2021 Q4 Jan 1, 2022 Vltava Fund - - 005930 KS, BMW.DE, BUR.L, CRST.L, CVS, JPM, LH, LMT, MGA, NVR, SBER.ME, TGP, UNP, WSM, WTW Autos, Banking, emerging markets, inflation, profitability, value

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 29, 2026 Fund Letters Michael Kass Samsung Electronics Co Ltd Information Technology Semiconductors Bull New York Stock Exchange AI, Foundry, HBM, Memory, semiconductors
Jan 28, 2026 Fund Letters Julien Albertini Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull New York Stock Exchange AI, earnings, Memory, Pricing power, Semi Conductors
Jan 28, 2026 Fund Letters David Herro Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull New York Stock Exchange AI, Earningsrecovery, Memory, Semi Conductors, technology
Jan 27, 2026 Fund Letters Mathew Hermary Samsung Electronics Co., Ltd. Information Technology Semiconductors & Electronic Equipment Bull New York Stock Exchange AI, Memory, rerating, semiconductors, valuation
Jan 27, 2026 Fund Letters David G. Herro Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull New York Stock Exchange AI, Margins, Memory, recovery, semiconductors
Jan 24, 2026 Fund Letters Graeme Bencke Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull New York Stock Exchange AI, datacenters, HBM, Memory, semiconductors
Jan 24, 2026 Fund Letters Cameron Robertson Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull New York Stock Exchange AI, Memory, recovery, scale, semiconductors
Jan 23, 2026 Fund Letters Edmund Bellord Samsung Electronics Co., Ltd. Information Technology Semiconductors & Semiconductor Equipment Bull New York Stock Exchange AI, Capacity, DRAM, HBM, Pricingpower
Jan 23, 2026 Fund Letters Bernard Horn Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull New York Stock Exchange AI, Memory, recovery, scale, semiconductors
Jan 23, 2026 Fund Letters Mark L. Yockey Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull New York Stock Exchange AI, HBM, Memory, semiconductors, technology
Jan 20, 2026 Fund Letters Chris Davies Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull New York Stock Exchange Ai Memory, Cyclical Recovery, HBM, Pricing power, semiconductors
Nov 29, 2025 Fund Letters Samuel Ziff Samsung Electronics Co. Ltd. Information Technology Semiconductors Bull NYSE AI, Asia, Cyclical, Memory, semiconductors, valuation
Nov 29, 2025 Fund Letters Howard Gleicher Samsung Electronics Co. Ltd. Information Technology Semiconductors Bull NYSE AI, DRAM, Foundry, growth, innovation, Memory, Partnerships, semiconductors
Nov 29, 2025 Fund Letters Sean M. Thorpe Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull NYSE AI, data centers, DRAM, Foundry, growth, innovation, Memory, Partnerships, Pricing, semiconductors
Nov 29, 2025 Fund Letters Bas Schreuders Samsung Electronics Co., Ltd. Information Technology Semiconductors & Consumer Electronics Bull NYSE AI, Cyclicality, Korea, Memory, semiconductors, valuation
Nov 29, 2025 Fund Letters Aileen Gan Samsung Electronics Co., Ltd. Information Technology Semiconductors & Consumer Electronics Bull NYSE AI, Cycle, Korea, Memory, semiconductors
Nov 29, 2025 Fund Letters Alison Shimada Samsung Electronics Co., Ltd. Information Technology Semiconductors & Semiconductor Equipment Bull NYSE AI, DRAM, Foundry, HBM, Margins, Nand, semiconductors, Utilization, valuation
Nov 28, 2025 Fund Letters Howard Gleicher Samsung Electronics Co. Ltd. Information Technology Semiconductors Bull NYSE AI, DRAM, Foundry, growth, innovation, Memory, Partnerships, semiconductors
Nov 28, 2025 Fund Letters Sean M. Thorpe Samsung Electronics Co., Ltd. Information Technology Semiconductors Bull NYSE AI, data centers, DRAM, Foundry, growth, innovation, Memory, Partnerships, Pricing, semiconductors

BSD Shareholders of 005930-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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