What smart money is saying about Kioxia Holdings Corporation
1 fund in our archive has pitched Kioxia Holdings Corporation — most recently Platinium Asset Management in December 2025.
Kioxia Holdings Corp. engages in the supervision and management of its subsidiaries that deals with memory storage business. It also handles the formulation of management strategies for the entire group. The company was founded on March 1, 2019 and is headquartered in Tokyo, Japan.
Position history
Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Kioxia Holdings Corporation — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- June 2026
“The Strategy was also hurt by not owning several IT stocks in the index that soared due to AI demand, such as Japanese memory manufacturer Kioxia, which we purchased in late June.”
Read the letterKioxia Holdings Corporation
Also mentioned · 1
These funds discuss Kioxia Holdings Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Global Equity Income FundJune 2026
“SK Hynix, Samsung, Micron, Kioxia and Sandisk have seen some of the largest positive earnings upgrades across the sector, reflecting a much more favourable profitability outlook.”
Read the letterKioxia Holdings Corporation
Fund coverage · 1 thesis
- Platinium Asset ManagementDecember 2025
Kioxia is a major NAND producer leveraged to AI datacenter demand with technology that could expand NAND’s role within AI chips.
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