005930 KS Archives

005930-KS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	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		View
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	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 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	View
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	View
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	View
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		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	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	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	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 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	View
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	View
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	View
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		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	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		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 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		View
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		View
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		View
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		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	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		View
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		View
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	View
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	View
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		View

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	View Pitch
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	View Pitch
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	View Pitch
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	View Pitch
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	View Pitch
Jan 24, 2026	Fund Letters	Graeme Bencke	Samsung Electronics Co., Ltd.	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, datacenters, HBM, Memory, semiconductors	View Pitch
Jan 24, 2026	Fund Letters	Cameron Robertson	Samsung Electronics Co., Ltd.	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, Memory, recovery, scale, semiconductors	View Pitch
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	View Pitch
Jan 23, 2026	Fund Letters	Bernard Horn	Samsung Electronics Co., Ltd.	Information Technology	Semiconductors	Bull	New York Stock Exchange	AI, Memory, recovery, scale, semiconductors	View Pitch
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	View Pitch
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	View Pitch
Nov 29, 2025	Fund Letters	Samuel Ziff	Samsung Electronics Co. Ltd.	Information Technology	Semiconductors	Bull	NYSE	AI, Asia, Cyclical, Memory, semiconductors, valuation	View Pitch
Nov 29, 2025	Fund Letters	Howard Gleicher	Samsung Electronics Co. Ltd.	Information Technology	Semiconductors	Bull	NYSE	AI, DRAM, Foundry, growth, innovation, Memory, Partnerships, semiconductors	View Pitch
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	View Pitch
Nov 29, 2025	Fund Letters	Bas Schreuders	Samsung Electronics Co., Ltd.	Information Technology	Semiconductors & Consumer Electronics	Bull	NYSE	AI, Cyclicality, Korea, Memory, semiconductors, valuation	View Pitch
Nov 29, 2025	Fund Letters	Aileen Gan	Samsung Electronics Co., Ltd.	Information Technology	Semiconductors & Consumer Electronics	Bull	NYSE	AI, Cycle, Korea, Memory, semiconductors	View Pitch
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	View Pitch
Nov 28, 2025	Fund Letters	Howard Gleicher	Samsung Electronics Co. Ltd.	Information Technology	Semiconductors	Bull	NYSE	AI, DRAM, Foundry, growth, innovation, Memory, Partnerships, semiconductors	View Pitch
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	View Pitch

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.

005930-KS

005930-KS

Letters With This Ticker

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BSD Shareholders of 005930-KS

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