7974-T

7974-T

7974-T

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Aug 10, 2025 FPA Crescent Fund 8.4% 8.1% 7974.T, ADI, AMRZ, AMZN, C, CMCSA, GLEN.L, GOOGL, HEIO.AS, HOLN.SW, ICLR, IFF, META, NXPI, SAF.PA, TEL Defensive, global, risk management, SMID Cap, value, volatility
2023 Q2 Jul 7, 2023 Ennismore Global Equity Fund 0.8% 2.4% 5122.T, 7974.T, ADM.L, ATLC, BZU.MI, DIE.BR, MONY.L, MRO.L, OCDO.L, ROO.L, RR.L, SBB-B.ST, SCHE.OL, SPR, TKA.DE, UPST aerospace, AI, Japan, Long/Short, Spin-Offs, value MRO.L
2025 Q2 Jul 17, 2025 Platinum International Fund 0.3% - 000660.KS, 005930.KS, 055550.KS, 0700.HK, 1109.HK, 1801.T, 2269.HK, 2318.HK, 6141.T, 6503.T, 6758.T, 6861.T, 7203.T, 7974.T, 8035.T, 8725.T, 8802.T, 9618.HK, ADI, ALLFG.L, AMZN, AS1R.HE, ASML, AVGO, BARC.L, CCO, CLNX.MC, FLTR.L, FOXF.L, GDNP.SW, GLE.PA, GOOGL, INGOA.NS, ITX.MC, JMT.LS, KLAC, LRCX, LSE.L, MA, MCHP, META, MOWI.OL, MSFT, MU, NFLX, NVDA, NVS, ORSTED.CO, RCI, SAP, STJ.L, TSMC, TXN, UBER, UBS, UL, V, VAL, VEEV, WIZZ.L, ZTS AI, Asia, defense, Korea, nuclear, semiconductors, technology, Trade WIZZ LN
CCO CN
2025 Q2 Jul 17, 2025 Platinum Global Fund (Long Only) 2.6% - 000660.KS, 005930.KS, 055550.KS, 1109.HK, 2057.HK, 2318.HK, 6141.T, 6503.T, 6758.T, 700.HK, 7203.T, 7974.T, 8035.T, 9618.HK, AMZN, ASML, AVGO, BARC.L, CCO, GLE.PA, GOOGL, INGOF, LRCX, META, MOWI.OL, MSFT, MU, NFLX, NVDA, NVS, ORSTED.CO, RCI, TSM, UBER, UBS, UL, V, VAL, VEEV, WZZAF, ZTS AI, Asia, defense, Korea, nuclear, semiconductors, technology, Trade Policy WIZZ LN
CCO CN
2025 Q2 Jul 17, 2025 Platinum Asia Fund 3.9% - 000660.KS, 005930.KS, 009150.KS, 035420.KS, 0700.HK, 1109.HK, 2269.HK, 2318.HK, 6758.T, 7203.T, 7974.T, AMZN, AVGO, CCO, GOOGL, INGOA.NS, JD, MA, META, MOWI.OL, MSFT, NFLX, NVDA, NVS, ORSTED.CO, RCI, TSM, UBER, UBS, UL, V AI, Asia, defense, Korea, nuclear, semiconductors, technology, Trade Policy TSM
2202 HK
MYOR IJ
2025 Q2 Jul 17, 2025 Platinum International Brands Fund 6.6% - 000660.KS, 005930.KS, 055550.KS, 0700.HK, 1109.HK, 1801.T, 2269.HK, 2318.HK, 4543.T, 5401.T, 6141.T, 6503.T, 6758.T, 6954.T, 7203.T, 7974.T, 8035.T, 8725.T, 8802.T, 9618.HK, AAPL, ADI, ALLFG.L, AMER, AMZN, ASML, AVGO, BARC.L, CCO, CLNX.MC, ELF, FLTR.L, FOXF.L, GLE.PA, GOOGL, IDXX, INGOA.NS, ITX.MC, JMT.LS, KLAC, LRCX, LSE.L, MA, MCHP, MEITUAN, META, MOWI.OL, MSFT, MU, NFLX, NVDA, NVS, ORSTED.CO, RCI, SAP, STJ.L, TCOM, TSMC, TXN, UBER, UBS, UL, V, VAL, VEEV, WING, WIZ.L, ZTS AI, Asia, defense, Korea, nuclear, semiconductors, technology, Trade Policy IDXX
WING
GALD SW
2025 Q2 Jul 17, 2025 Platinum International Technology Fund 18.4% - 000660.KS, 005930.KS, 055550.KS, 0700.HK, 1109.HK, 1801.T, 2269.HK, 2318.HK, 6141.T, 6503.T, 6758.T, 6861.T, 7203.T, 7974.T, 8113.T, 8725.T, 8802.T, 9618.HK, ALLFG.L, AMRS.HE, AMZN, ASML, AVGO, BARC.L, CCO, CLNX.MC, FLTR.L, GDNP.SW, GLE.PA, GOOGL, IDXX, INGOA.NS, ITX.MC, JMT.LS, LRCX, META, MOWI.OL, MSFT, MU, NFLX, NVDA, NVS, ORSTED.CO, RCI, STJ.L, TSMC, UBER, UBS, UL, V, VAL, VEEV, WING, WIZZ.L, ZTS AI, China, defense, Korea, nuclear, semiconductors, technology, Trade Policy KLAC
2025 Q2 Jul 15, 2025 Mayar Capital 6.5% 9.6% 005930.KS, 7974.T, AHT.L, BH, BNR.DE, CAP.PA, CRDA.L, HLCL.L, JNJ, JSG.L, KVUE, MA, NESN.SW, NKE, NVO, SOLV, UL, UPS, V, VTY.L antifragility, global, long-term, Quality, Resilience, value NESN SW
2024 Q2 Jun 30, 2024 Orbis International Equity - - 7974.T, AIBG.L, BIRG.L, RR.L aerospace, Banking, contrarian, defense, gaming, international, value 7974.T
RR.L
2023 Q2 Jun 30, 2023 Platinum International Technology Fund 4.2% - 000660.KS, 005930.KS, 006400.KS, 0700.HK, 7974.T, BABA, CIEN, CSU.TO, ERIC, GOOGL, IFX.DE, JD, MCHP, META, MU, NFLX, ORCL, TSM AI, Cloud, growth, semiconductors, software, technology
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
2025 Q4 Feb 5, 2026 Richie Capital Group 0.0% 0.0% 7203.T, 7974.T, AAPL, AMZN, AZN, BHP.AX, FMG.AX, GOOGL, HD, IBE.MC, LLY, META, MSFT, NFLX, NVDA, RHM.DE, RIO.AX, ROG.SW, SPOT, XRO.AX AI, earnings, equities, fixed income, Global Markets, inflation, rates
2025 Q4 Feb 24, 2026 Hayden Capital -12.9% 22.3% 1519.HK, 7974.T, ABNB, APP, BKNG, CPNG, DASH, EDU, EXPE, GTLB, MELI, NFLX, NOW, RBLX, SE, SPOT, TEAM, TTWO, U, UBER AI, competition, E-Commerce, gaming, international, software, technology, valuation SE
EDU
2023 Q4 Dec 31, 2023 Platinum International Brands Fund -4.1% -5.9% 1448.HK, 2186.HK, 7974.T, 9618.HK, AAPL, AMZN, BFIT.AS, GOOGL, HEIA.AS, META, MLCO, MSFT, NIEN, NVDA, PLNT, PNDORA.CO, RBI.VI, RI.PA, TSLA Beverages, brands, China, consumer, Defensive, Valuations
2023 Q4 Dec 31, 2023 Platinum International Technology Fund 6.8% 24.9% 0700.HK, 6861.T, 7974.T, ADBE, ADYEY, AMD, AMZN, ASML, AVGO, BABA, CSCO, GOOGL, INTC, NFLX, NVDA, QCOM, TSM, UMG.AS, V AI, Quality, semiconductors, Streaming, technology
2025 Q3 Oct 31, 2025 FPA Crescent Fund 5.5% 14.1% 7974.T, ADI, AMZN, C, CMCSA, FERG.L, GLEN.L, GOOGL, HOLN.SW, IFF, KMX, META, PRX.AS, RI.PA, SAF.PA, TEL, WFC consumer, financials, global, technology, value
2024 Q3 Oct 14, 2024 Mayar Capital 7.7% 9.6% 005930.KS, 7974.T, ALO.PA, BFAM, CFR.SW, EA, GOOGL, HLCL.L, HWDN.L, JNJ, KER.PA, KVUE, MMM, PYPL, SAP, SOLV, UL, UPS, V, VWS.CO Esg, global, Manufacturing, Patience, Recovery, value
2025 Q4 Jan 27, 2026 Polen Capital – International Growth -2.5% -0.5% 0700.HK, 7974.T, 8035.T, ASML, BABA, LONN.SW, MELI, MNDY, SAP, SHL.DE, SHOP, TEP.PA AI, E-Commerce, gaming, growth, international, Quality, semiconductors, underperformance
2025 Q4 Jan 18, 2026 Mayar Capital 4.5% 14.1% 005930.KS, 7476.T, 7974.T, BFAM, BKNG, BNNTF, CAP.PA, CFR.SW, CRDA.L, GOOGL, JNJ, KVUE, NESN.SW, NKE, OR.PA, PYPL, SOLV, TW.L, UL, UPS, V, VWS.CO defense, fundamentals, global, Quality, Speculation, value NKE
TW LN
BKNG
2025 Q4 Jan 15, 2026 Baillie Gifford – International Alpha 1.2% 19.6% 000333.SZ, 005930.KS, 0700.HK, 1299.HK, 1698.HK, 2318.HK, 2454.TW, 3064.T, 3656.T, 3690.HK, 3994.T, 4612.T, 600519.SS, 6098.T, 6273.T, 6758.T, 6861.T, 7309.T, 7733.T, 7974.T, 8035.T, 8113.T, 8729.T, ADYEN.AS, ASML, ATCO-A.ST, B3SA3.SA, BN.PA, BNTX, CFR.SW, CPA, CPNG, CRH, CSU.TO, DB1.DE, DEMANT.CO, DIM.PA, DSV.CO, DSY.L, EDEN.PA, EXPN.L, FBK.MI, G24.DE, GMKN.ME, HDB, ICICIGI.NS, IMCD.AS, KGP.L, KNEBV.HE, KSPI.L, LMN.TO, LUN.TO, MC.PA, MELI, MIPS.ST, MNDY, NEX.PA, NVO, NVZMY, PDD, RAT.DE, RIO, ROG.SW, RYA.L, SALM.OL, SAP, SDZ.SW, SE, SEB-A.ST, SHOP.TO, SIMO, SJ.TO, SPOT, TFII, TOI.TO, TPRO.MI, TSM, U11.SI, UL E-Commerce, growth, international, Quality, semiconductors, technology, value 2454 TT
SALM NO
8035 JP
LUN CN
DSV
005930 KS
TME
2024 Q3 Sep 30, 2024 Harding Loevner International Equity 9.5% 11.5% 005930.KS, 1398.HK, 4507.T, 4519.T, 6758.T, 6869.T, 7974.T, ADYEN.AS, ALC.SW, ALV.DE, BNTX, COLOB.CO, HDB, HLN.L, MELI, NESN.SW, OR.PA, ROG.SW, SHEL.L, TSMC China, Europe, financials, healthcare, international, Japan, momentum
2024 Q2 Jul 29, 2024 Mayar Capital 7.7% 9.6% 005930.KS, 7974.T, ALO.PA, BFAM, BLND.L, BNR.DE, CAP.PA, CFR.SW, EA, GOOGL, HLCL.L, JNJ, KER.PA, KVUE, MMM, NESN.SW, PYPL, UL, UPS, VTY.L, VWS.CO, WIX.L Compounding, Defensive, global, long-term, Quality, value VWS.CO
2023 Q2 Jul 25, 2023 Diamond Hill International 5.7% 12.4% 7974.T, ASHM.L, BABA, CS.TO, DNP.L, EPOKY, FERG.L, FFH.TO, FM.TO, FMX, SPOT, TCEHY, UHR China, Copper, emerging markets, inflation, international, Mining, value CCS.TO
AFM.TO
FERG.L
EPIA.ST
DNP.WA
ACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA
2025 Q1 Mar 31, 2025 Mayar Capital 2.9% 2.9% 005930.KS, 7974.T, AHT.L, ALO.PA, BH, BLND.L, BNR.DE, CAP.PA, CFR.PA, EA, FOUR.L, GOOGL, HLCL.L, JNJ, JSG.L, KERY.PA, KVUE, LH, MA, NESN.SW, NKE, NVO, OR.PA, PYPL, SAP, SOLV, SOM.L, UL, UPS, V, VTY.L, VWS.CO AI, Europe, global, Pharmaceuticals, Quality, risk management, technology, value NKE
NVO
CAP.PA

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 5, 2026 Fund Letters Mayar Capital Nintendo Co., Ltd. Electronic Gaming & Multimedia Home Entertainment Software Bull Taiwan Stock Exchange Console Hardware, Entertainment IP, Franchise Value, Gaming, Japan, recurring revenue
Apr 13, 2026 Fund Letters Orbis International Equity Nintendo Co., Ltd. Communication Services Interactive Media & Services Bull Tokyo Stock Exchange Digital Downloads, Ecosystem, entertainment, Gaming, Intellectual Property, Japan, Movies, Multimedia, theme parks, transformation
Apr 13, 2026 Fund Letters Orbis International Equity Nintendo Co., Ltd. Communication Services Interactive Home Entertainment Bull Tokyo Stock Exchange brand monetization, entertainment, Gaming, Intellectual Property, Japan, Movies, theme parks, Value
Feb 19, 2026 Substack Winter Gems Nintendo Co., Ltd. Video Games Interactive Entertainment Bull Tokyo Stock Exchange cash reserves, gaming consoles, Mario, Nintendo, Pokémon, proprietary IP, Switch 2, valuation, Video games, Zelda

BSD Shareholders of 7974-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
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.