What smart money is saying about Fujifilm Holdings Corp.
4901.T
No fund has written a full thesis on Fujifilm Holdings Corp. in our archive, but 2 fund letters report a position in it — most recently Polaris Capital Management Global Equity Composite in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Fujifilm Holdings Corp. on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- HoldsPolaris Capital Management Global Equity CompositeJune 2026
“We added Adobe Inc., trading well below its 2021 peak, given its “sticky” professional user base and 2 SECOND QUARTER 2026 GLOBAL EQUITY COMPOSITE COMMENTARY well-received Firefly integration into Photoshop and Illustrator. Fujifilm Holdings Corp. was another value opportunity, with the market underpricing its contract drug-manufacturing and semiconductor-materials businesses relative to its stable healthcare and imaging cash flows.”
Fujifilm Holdings Corp. - New positionPolaris Capital Management International Equity CompositeJune 2026
“In IT, an AI-driven upcycle in memory and related equipment drove much of the strength. SK hynix and Samsung Electronics were standout performers, riding demand for commodity and high-bandwidth memory (HBM) chips. SK hynix sold out its 2026 HBM capacity and joined the $1 trillion market-cap club; in June its shares surged after announcing plans to issue 17.79 million new Nasdaq ADRs, raising about $28–29 billion for expansion. Samsung hit record highs on 12-layer HBM4E sample distribution. We purchased Fujifilm Holdings Corp., premised on the market underpricing its contract drug-manufacturing and semiconductor-materials businesses relative to its stable healthcare and imaging cash flows.”
Fujifilm Holdings Corp.
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