7513.T Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 16, 2025	Apis Flagship Fund	23.7%	-	064350.KS, 103140.KS, 103590.KS, 4403.T, 7513.T, 7751.T, GEO, MGNI	Ad Tech, Asia, defense, gold, infrastructure, Korea, nuclear, Space	Defense remains one of the most structurally supported sectors globally following decades of underinvestment. Defense budgets are expanding meaningfully across regions while next-generation technologies like drones, counter-drone systems, and directed-energy weapons are creating new markets for specialized companies. The fund holds positions in Korean defense names including Poongsan and Hyundai Rotem.	4403.T MGNI 4406 JP MGNI	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of 7513-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

7513-T

7513-T

Letters With This Ticker

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BSD Shareholders of 7513-T

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