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…
005930.KS
Which hedge funds are long 005930.KS?
5 published ideas on Samsung Electronics Co., Ltd. across 3 funds — 5 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Samsung Electronics Co., Ltd.: the full 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
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…