What smart money is saying about NEC
6701.T
No fund has written a full thesis on NEC in our archive, but 2 fund letters report a position in it — most recently Matthews Japan Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in NEC, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsMatthews Japan FundSeptember 2026
“NEC, an information technology and network-services company, gained 25%, supported by earnings momentum and demand related to digitalization.”
NEC - December 2025
“NEC shares gained on the company’s better-than-expected margin improvement, which was driven by operational modernization, as well as strength in its national security communications equipment business.”
NEC
Also mentioned · 1
These funds discuss NEC — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedFPA Queens Road Small Cap Value FundJune 2026
“Finally, CSG Systems (CSGS) was acquired by NEC on May 15 and was subsequently removed from the portfolio.”
NEC
Read the letters behind these NEC positions
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