021240.KS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 5, 2025	Palm Harbour Capital	-	9.2%	021240.KS, 086280.KS, 192400.KS, 284740.KS, 5336.KL, 7965.T, HAN.L, HANA.L, PNDXB.ST, PORT3.SA, SHOT.ST	gaming, global, inflation, NAV, small caps, tariffs, value	Portfolio trading at weighted average P/E of 8.9x with more than 97% upside to estimated NAV. Manager emphasizes finding global opportunities at good to great valuations while avoiding overvalued markets. Focus on undervalued companies with strong fundamentals.	192400.KS	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
2024 Q2	Jun 30, 2024	Platinum Asia Fund	2.0%	-	000660.KS, 005930.KS, 021240.KS, 0700.HK, 1109.HK, 1357.HK, 3968.HK, 9961.HK, AAPL, CATL, GOOGL, INGVY, JD, NVDA, PDD, TSM, TSMC, ZTO	Asia, China, India, Property, semiconductors	Strong performance from semiconductor holdings TSMC and SK hynix driven by AI enthusiasm. TSMC up 25% and SK hynix up 28% during the quarter as markets focused on AI-exposed companies.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 10, 2026	Fund Letters	East Capital	Coway	Furnishings, Fixtures & Appliances	Household Appliances	Bull	Korea Exchange	Consumer Discretionary, Home Appliances, Proven growth, Single-digit P/E, South Korea, Value, Water Purification	View Pitch

BSD Shareholders of 021240-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

021240-KS

021240-KS

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 021240-KS

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