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?
2 published ideas on DISCO Corporation across 2 funds — 2 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 DISCO Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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Long6146.TJun 2026
DISCO Corporation
SGA initiated DISCO because it controls roughly 70-80% of the market for critical cutting, grinding and thinning equipment used in semiconductor manufacturing. Its equipment…