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Nakano Asset Management

Sep 2026 → Nov 2026 · 2 funds

Our archive holds 3 letters from Nakano Asset Management, behind 3 investment theses and positions in 66 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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3
Letters
66
Companies
1
Moves
3
Theses

2 strategies

Nakano Asset Management publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

What they bought and sold · 1 move

  • TrimmedAllianceBernstein Emerging Growth Stock Fund
    October 2026
    “Among the invested funds, AllianceBernstein's Emerging Growth Stock Fund declined due to the fall in Korean stocks, which have many AI semiconductor-related names, and the significant decline in Brazilian stocks, which were turbulent in the presidential election, and this became a major negative factor for the Fund.”
    Read the letter

Companies held · 66

Every company Nakano Asset Management has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 3

  • Toho
    November 2026

    Toho is using its in-house TOHO Global distribution network to release Godzilla-0.0 in about 80 countries and to monetize IP such as The Apothecary Diaries worldwide.

    Read the full thesis
  • Japan Elevator Service Holdings
    November 2026

    Japan Elevator Service Holdings runs nine nationwide parts centers with round-the-clock dispatch and refurbished parts to service multiple manufacturers' elevator models.

    Read the full thesis
  • Toa Construction
    November 2026

    Toa Construction targets 2,450 employees by March 2029 to staff marine civil engineering work in ports and defense facilities, where demand is strong.

    Read the full thesis

Letter archive · 3

2026

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