Long000660.KSSep 2026
SK Hynix Inc.
White Brook holds SK Hynix among its AI compute enablers and specifically emphasizes the risk/reward in memory. It estimates the company trades at a little over three times…
000660.KS
Which hedge funds are long 000660.KS?
10 published ideas on SK Hynix Inc. across 10 funds — 10 long and 0 short.
SK Hynix hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on SK Hynix: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
- White Brook Capital, LLC
- Third Point LLC
- Minotaur Global Opportunities Fund
- Fidelity Dividend Growth Fund
- Sands Capital Management, LLC - Emerging Markets Growth Composite
- Diamond Hill Capital Management, LLC - International Strategy
- BAMCO, Inc. - Baron Emerging Markets Fund
- BlackRock Global Dividend Fund
- Nomura Emerging Markets Fund
- Nomura Global Growth Fund
Long theses
Long000660.KSSep 2026
SK hynix Inc.
Third Point identifies SK Hynix as one of the portfolio's major beneficiaries of continued AI infrastructure spending. The company supplies memory chips used in AI workflows…
Long000660.KSJul 2026
SK hynix Inc.
Minotaur's memory thesis is that AI systems require rapidly growing amounts of memory while demand is outrunning available supply. Meaningful new industry capacity is not…
Long000660.KSJun 2026
SK hynix Inc.
SK hynix is an out-of-benchmark semiconductor position benefiting directly from the AI memory cycle. Record revenue and strong first-quarter results reinforced Fidelity's view…
Long000660.KSJun 2026
SK hynix Inc.
SK hynix is one of the fund's largest holdings and a major beneficiary of the memory shortage spreading from high-bandwidth memory into conventional DRAM and NAND. AI inference…
Long000660.KSJun 2026
SK hynix
SK hynix is a South Korean semiconductor manufacturer held by the strategy. Its shares benefited from strong AI-related memory demand during the quarter. Rising semiconductor…
Long000660.KSJun 2026
SK hynix Inc.
SK hynix is the current leader in high-bandwidth memory used alongside AI processors. Customers have pre-booked more than three years of HBM supply, exceeding current production…
Long000660.KSJun 2026
SK Hynix
SK Hynix benefited from strong demand for AI memory and favorable supply-demand conditions. Continued confidence in AI data-center investment supports the demand outlook for the…
Long000660.KSJun 2026
SK Hynix Inc.
SK Hynix outperformed the benchmark as earnings expectations were revised upward. The fund believes the move has been driven primarily by improving earnings rather than simple…
Long000660.KSJun 2026
SK Hynix Inc.
The fund held SK Hynix as a notable outperformer in the quarter. Its performance reflected upward revisions to earnings expectations as AI spending and capacity shortages…