Long8035.TJun 2026
Tokyo Electron Limited
Tokyo Electron was the portfolio's top-performing holding during the quarter as investors rewarded companies directly enabling the AI infrastructure buildout. The company is a…
8035.T
Which hedge funds are long 8035.T?
3 published ideas on Tokyo Electron Limited 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 Tokyo Electron Limited: 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
Long8035.TJun 2026
Tokyo Electron Limited
Tokyo Electron is a leading supplier of semiconductor manufacturing equipment with strong positions across deposition, etch, cleaning, and coating and developing systems. Polen…
Long8035.TJun 2026
Tokyo Electron Limited
Tokyo Electron is a leading supplier of semiconductor manufacturing equipment with strong positions across deposition, etch, cleaning, and coating and developing systems. Polen…