What smart money is saying about SMIC
2577.HK
No fund has written a full thesis on SMIC in our archive, but 2 fund letters report a position in it — most recently Baillie Gifford China Strategy in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in SMIC — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“At the same time, we kept our core domestic semiconductor holdings unchanged, such as foundry business SMIC, GPU designer Cambricon, and semiconductor equipment manufacturer NAURA and AMEC.”
SMIC - June 2026
Listed in Liontrust Global Technology Fund’s reported holdings.
SMIC
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