6368.T Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 23, 2025	Massif Capital	6.2%	16.5%	6368.T, AFM.L, AMPX, CHG.L, ENVX, EQNR, GKP.L, GLO.TO, HBR.L, MP, TSM, VAR.OL	Battery Technology, Critical Minerals, defense, energy, Europe, Mining, Natural Gas, semiconductors	Portfolio heavily invested in tin and tungsten mining companies due to supply constraints and growing demand. Alphamin dominates tin production with strong margins while tungsten faces extreme geographic concentration with China controlling 80% of global production. Both metals are essential for defense, aerospace, and electronics applications with limited alternative suppliers.	ENVX ENVX 6368 JP CHG LN	View
2026 Q2	Jul 15, 2026	Bell Global Emerging Companies Fund	0.6%	-8.1%	3064.T, 6146.T, 6254.T, 6368.T, 8697.T, ADSK, AMS.SW, BR, COR, DB1.DE, DKS, EVD.DE, EXPN.L, LPLA, LR.PA, MSCI, PGHN SW, STMN SW, TTI, VEEV, WMS	AI, global, Japan, momentum, Quality, semiconductors, SMID Cap, valuation		6368.T LR.PA PGHN.SW 6146.T	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 17, 2026	Fund Letters	Bell Global Emerging Companies Fund	Organo Corporation	Pollution & Treatment Controls	Industrial Machinery & Supplies & Components	Bull	Japan Exchange Group (Tokyo Stock Exchange)	AI infrastructure, Industrial Engineering, Japan, recurring revenue, Semiconductor manufacturing, TSMC Supplier, Ultrapure Water, water treatment	View Pitch

BSD Shareholders of 6368-T

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

6368-T

6368-T

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 6368-T

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