What smart money is saying about Yageo Corporation
2327.TW
No fund has written a full thesis on Yageo Corporation in our archive, but 1 fund letter reports a position in it — most recently Kathmandu Capital Kathmandu Partners, LP in June 2026.
1
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in Yageo Corporation on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“本季的主題、也是我們最大的兩 個部位,是被動元件/MLCC 製造商 Murata (6981.JP) 與 Yageo (2327.TT),兩者合計佔投資組合逾半。”
Read the letterYageo Corporation
Also mentioned · 2
These funds discuss Yageo Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Greater China FundJuly 2026
“The absence of positions in MediaTek, Delta Electronics, ASE Technology and Yageo Corporation also detracted.”
Read the letterYageo Corporation - MentionedGuinness Greater China FundJune 2026
“The largest contributors to Taiwan’s market performance were MediaTek, TSMC, Yageo, United Microelectronics and Hon Hai.”
Read the letterYageo Corporation
Read the letters behind these Yageo Corporation positions
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