What smart money is saying about ISC Co., Ltd.
095340.KQ
No fund has written a full thesis on ISC Co., Ltd. in our archive, but 2 fund letters report a position in it — most recently Baron Emerging Markets Fund in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in ISC Co., Ltd. on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsBaron Emerging Markets FundJune 2026
“poor stock selection effect in the Information Technology (IT) sector, primarily attributable to a few investments in our semiconductors/AI ( ISC Co., Ltd. ) and China value-added ( GDS Holdings Limited , Kingdee International Software Group Company Limited , and Pony AI Inc. ) themes”
Read the letterISC Co., Ltd. - HoldsBaron International Growth FundJune 2026
“We see no deterioration in the company's fundamentals and retain long-term conviction.”
Read the letterISC Co., Ltd.
Read the letters behind these ISC Co., Ltd. positions
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