Long6146.TJun 2026
DISCO Corporation
SGA initiated DISCO because of its dominant position in semiconductor cutting, grinding, and thinning equipment, where it estimates market share of roughly 70% to 80%. A…
6146.T
Which hedge funds are long 6146.T?
1 published idea on DISCO Corporation across 1 fund — 1 long and 0 short.
Disco 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 Disco: 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.