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What smart money is saying about Realtek

2379.TW

No fund has written a full thesis on Realtek in our archive, but 1 fund letter reports a position in it — most recently Liontrust Emerging Markets Fund in June 2026.

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1
Reported positions
1
Bought
0
Sold
1
Letter

Position history

Every position in Realtek on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.

Fund letters reporting a position in Realtek, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261100

Fund activity · 1 position · 1 move

  • “We increased exposure to selected areas of the Asian technology supply chain, including positions in Realtek and Hon Hai, while retaining significant holdings in TSMC, Samsung Electronics and SK Hynix.”
    Realtek

Read the letters behind these Realtek 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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