Long402340.KSJun 2026
SK Square Co., Ltd.
SK Square's primary asset is SK Hynix, one of the world's major manufacturers of DRAM and NAND memory. Strong memory-chip demand supported the holding during the quarter. The…
402340.KS
Which hedge funds are long 402340.KS?
3 published ideas on SK Square Co., Ltd. across 3 funds — 3 long and 0 short.
SK Square 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 SK Square 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
Long402340.KSJun 2026
SK Square Co., Ltd.
SK Square is a holding-company investment whose net asset value is overwhelmingly tied to its stake in SK hynix. Sands sees it as an attractive way to gain economic exposure to…
Long402340.KSJun 2026
SK Square Co. Ltd.
The fund continued to benefit from its exposure to SK Square in South Korea. SK Square's net asset value increased as the valuation of its investment in SK Hynix rose…