What smart money is saying about Nabtesco
No fund has written a full thesis on Nabtesco in our archive, but 1 fund letter reports a position in it, most recently Platinium AM Platinum Asia Fund in September 2026.
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Position history
Every position in Nabtesco on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
Listed in Platinium AM Platinum Asia Fund’s reported holdings.
Nabtesco
Also mentioned · 1
These funds discuss Nabtesco as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedPlatinium Asset ManagementDecember 2025
“Outlook – investing in productivity We maintain our upbeat outlook for the Japanese economy and equity market. We anticipate further earnings growth, better margins, higher ROE and commitment to higher shareholder returns. We’re investing in globally competitive industrial companies set to benefit from higher spending on factory automation and robotics such as Mitsubishi Electric, FANUC, Keyence, Daifuku and Nabtesco. These firms will benefit as the US (and Japan) rebuilds its manufacturing base.”
Nabtesco
Read the letters behind these Nabtesco positions
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