Long6981.TJun 2026
Murata Manufacturing Co., Ltd.
Murata is positioned for a multi-year growth upcycle as AI data centers drive demand for multilayer ceramic capacitors. Its technological lead in high-value components supports…
6981.T
Which hedge funds are long 6981.T?
3 published ideas on Murata Manufacturing Co., Ltd. across 2 funds — 3 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 Murata Manufacturing 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
Long6981.TJun 2026
Murata Manufacturing Co., Ltd.
Ariel sees Murata entering a multi-year growth upcycle as AI data centers drive demand for multilayer ceramic capacitors. The mix is shifting toward higher-value…
Long6981.TJun 2026
Murata Manufacturing Co., Ltd.
Murata is positioned for a multi-year growth upcycle as AI data centers drive demand for multilayer ceramic capacitors. Its technological lead in high-value components supports…