LongNTDOYMar 2026
Nintendo
The market is incorrectly focused on near-term memory pricing trends while ignoring the crumbling of the broader bear case. Key concerns around tariffs and sales momentum have…
NTDOY
Which hedge funds are long NTDOY?
1 published idea on Nintendo across 1 fund — 1 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 Nintendo: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.