What smart money is saying about Luxshare
002475.SZ
No fund has written a full thesis on Luxshare in our archive, but 2 fund letters report a position in it — most recently Antipodes Emerging Markets Fund (PIE) in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Luxshare on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“SG Micro, Hygon, AMEC, Iluvatar CoreX and Luxshare (-23%, -38%, -31%, -33% and -29% respectively). China's AI hardware and semiconductor names gave back part of their strong first-half gains.”
Luxshare - September 2026
“• SG Micro, Hygon, AMEC, Iluvatar CoreX and Luxshare (-23%, -38%, -31%, -33% and -29% respectively). China's AI hardware and semiconductor names gave back part of their strong first-half gains.”
Luxshare
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