What smart money is saying about Naura
002371.SZ
No fund has written a full thesis on Naura in our archive, but 3 fund letters report a position in it — most recently ACATIS Investment Report in July 2026.
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Reported positions
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Bought
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Sold
3
Letters
Fund activity · 3 positions
- HoldsACATIS Investment ReportJuly 2026
“Naura (+29.5%): Naura profited from the strong demand coming out of the semiconductor industry, as well as the successful development of a 12-inch Gas Cluster Ion Beam (GCIB) etching system.”
Read the letterNaura - HoldsACATIS Investment ReportJune 2026
“Naura (+35.5%): Naura, a Chi- nese semiconductor equipment provider, is a beneficiary not just of the current boom in AI but also the fact that Chinese chip producers are starting to play an increasingly important strategic and technological role.”
Read the letterNaura - HoldsACATIS InvestmentJune 2026
“Naura (+35.5%): Naura, a Chi- nese semiconductor equipment provider, is a beneficiary not just of the current boom in AI but also the fact that Chinese chip producers are starting to play an increasingly important strategic and technological role.”
Read the letterNaura
Read the letters behind these Naura positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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