HF Best Ideas
AnalysesCompaniesQuarterly LettersWarren AI
All companies
Sony logo

What smart money is saying about SonyJapan flag

6758.T

No fund has written a full thesis on Sony in our archive, but 4 fund letters report a position in it — most recently Harding Loevner International Developed Markets Equity ADR in June 2026.

Summarize with Warren AI
4
Reported positions
0
Bought
0
Sold
6
Letters

Position history

Every position in Sony on record in the archive was reported in Q2 2026, across 4 fund letters, with no move described.

Fund letters reporting a position in Sony, by quarter
QuarterLettersBoughtSoldTheses
Q2 20264000

Fund activity · 4 positions

  • HoldsHarding Loevner International Developed Markets Equity ADR
    June 2026

    Listed in Harding Loevner International Developed Markets Equity ADR’s reported holdings.

    Read the letterSony
  • HoldsHarding Loevner Global Equity
    June 2026
    “In Japan, media and electronics conglomerate Sony faced rising prices for memory chips, a key component of its gaming consoles and image sensors, which may hurt its profit margins.”
    Read the letterSony
  • HoldsHarding Loevner Global Equity ADR
    June 2026
    “In Japan, media and electronics conglomerate Sony faced rising prices for memory chips, a key component of its gaming consoles and image sensors, which may hurt its profit margins.”
    Read the letterSony
  • HoldsHarding Loevner International Developed Markets Equity
    June 2026
    “JapanSony Japanese conglomerate”
    Read the letterSony

Also mentioned · 2

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

  • MentionedHL Global Equity
    May 2026
    “In Consumer Discretionary, shares of media and entertainment conglomerate Sony slipped due to concerns that increasing memory prices will negatively affect margins on its gaming devices.”
    Read the letterSony
  • MentionedHL International Equity
    May 2026

    Named in a table in HL International Equity’s letter.

    Read the letterSony

Read the letters behind these Sony positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

View plans→
Share this ledger