What smart money is saying about Nihon M&A
2127.T
No fund has written a full thesis on Nihon M&A in our archive, but 1 fund letter reports a position in it, most recently Baillie Gifford International Alpha in September 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Nihon M&A on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- September 2026
“With the repositioning largely complete after a busy summer, we are happy with the shape of the portfolio, so trading activity slowed this quarter. The sales we did make came from our process, doing what it is designed to do. Every holding needs a sponsor and a seconder within the team to remain in the portfolio, and when either loses conviction, we sell. That led us to exit a small number of companies whose operational progress or prospective returns had fallen short, among them German biotechnology company BioNTech and Japanese mergers and acquisitions adviser Nihon M&A.”
Nihon M&A
Read the letters behind these Nihon M&A positions
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