What smart money is saying about Fujitsu

Position history

Every position in Fujitsu on record in the archive was reported in Q3 2025, across 1 fund letter, with 1 sell (trimmed or exited).

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position · 1 move

• ExitedAntipodes Global Value Active ETF

  September 2025

  “Elsewhere in the portfolio, we rotated our exposure in Japan via exiting Fujitsu, the largest IT services operator in Japan which provides both software and hardware solutions, having reached our target price and valuation, re-rating to a 15 year high of 18x forward earnings, and has meaningfully outperformed the local index.”

  Read the letter→
  Fujitsu

Also mentioned · 1

These funds discuss Fujitsu as a competitor, benchmark or comparable, without disclosing a position in it.

• MentionedMondrian Investment Partners International Equity

  December 2025

  “At the same time, valuations have risen across much of the AI ecosystem, with the most pronounced stretch evident among privately held and early-stage companies. In these cases, firms such as OpenAI, Anthropic, and Perplexity are structurally incentivized to drive valuations higher because their equity serves as a key currency for both funding and talent acquisition. Mondrian’s disciplined, bottom-up valuation framework allows for selective exposure to AI-related opportunities while we maintain a focus on companies trading at compelling valuations, with limited balance sheet risk, such as Capgemini and Fujitsu.”

  Read the letter→
  Fujitsu