Long005930.KSJun 2026
Samsung Electronics Co., Ltd.
Samsung Electronics has a dominant position in memory semiconductors and benefited from strong DRAM and NAND pricing during the quarter. First Eagle expects persistent…
005930.KS
Which hedge funds are long 005930.KS?
6 published ideas on Samsung Electronics Co., Ltd. across 6 funds — 6 long and 0 short.
Samsung Electronics Co. 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 Samsung Electronics Co.: 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
Long theses
Long005930.KSJun 2026
Samsung Electronics
Samsung Electronics is a South Korean semiconductor manufacturer held by the strategy. Its shares benefited from strong AI-related memory demand during the quarter. Rising…
Long005930.KSJun 2026
Samsung Electronics Co., Ltd.
Samsung has improved its strategic position in high-bandwidth memory. The company became the first to ship next-generation HBM4 at volume for an upcoming leading AI accelerator…
Long005930.KSJun 2026
Samsung Electronics Co., Ltd.
Samsung benefited from strong demand for high-bandwidth memory used in AI chips and from a shortage in DRAM. The fund notes that DRAM spot prices had risen almost ninefold over…
Long005930.KSJun 2026
Samsung Electronics Co., Ltd.
Samsung Electronics is positioned to benefit from the widening shortage across DRAM, NAND and high-bandwidth memory. Pre-booked demand suggests the supply-demand gap could be…
Long005930.KSJun 2026
Samsung Electronics Co. Ltd.
Samsung Electronics outperformed the benchmark as earnings expectations were revised upward. The fund believes the performance reflected improving earnings rather than a…