2383.TW

Which hedge funds are long 2383.TW?

2 published ideas on Elite Material across 2 funds — 2 long and 0 short.

Elite Material 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 Elite Material: 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.

• Semiconductors & Hardware
• AI & Data Centers