Long8035.TSep 2026
Tokyo Electron Limited
Tokyo Electron was another AI-related holding that detracted from returns during the quarter. Janus Henderson nonetheless retains conviction in its semiconductor-related holdings…
8035.T
Which hedge funds are long 8035.T?
3 published ideas on Tokyo Electron Limited across 3 funds — 3 long and 0 short.
Tokyo Electron Limited 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 Tokyo Electron Limited: 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
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…
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…