Long6981.TSep 2026
Murata Manufacturing Co. Ltd.
Murata Manufacturing is among the fund’s holdings exposed to the AI-related electronics and semiconductor value chain. Its shares weakened after the sector’s earlier gains, but…
6981.T
Which hedge funds are long 6981.T?
4 published ideas on Murata Manufacturing Co. Ltd. across 3 funds — 4 long and 0 short.
Murata Manufacturing 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 Murata Manufacturing 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
Long6981.TSep 2026
Murata Manufacturing Co., Ltd.
Ariel sees Murata's share weakness as inconsistent with better-than-expected results and higher full-year guidance. AI demand is driving growth in multilayer ceramic capacitors…
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…