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What smart money is saying about Horiba Ltd.Japan flag

6856.T · Technology · Hardware, Equipment & Parts · Market cap $5.17B

1 fund in our archive has pitched Horiba Ltd. — most recently Ariel Global in December 2025.

Company profile

HORIBA, Ltd. manufactures and sells instruments and systems for various applications. It operates in five segments: Automotive, Process & Environmental, Medical-Diagnostic, Semiconductor, and Scientific. The Automotive segment offers automotive emission analyzers, emission measurement systems, drive line test systems, engine test and fuel cell test systems, and battery test systems; test systems for engines, chassis, powertrains, brakes, and catalysts; and vehicle development engineering and testing engineering services, as well as leases and manages R&D facilities. The Process & Environmental segment provides stack gas analyzers, industrial water quality analyzers, water quality analysis and examination systems, air pollution analyzers, environmental radiation meters, and process measurement equipment. The Medical-Diagnostic segment offers hematology and CRP, immunology, clinical chemistry, and blood glucose analyzers. The Semiconductor Instruments & Systems segment provides mass flow controllers, chemical concentration monitors, reticle/mask particle detection systems, residual gas analyzers, and vaporizers. The Scientific segment offers Raman spectrometers, pH meters, particle-size distribution analyzers, X-Ray fluorescence analyzers, elemental analyzers, fluorescence spectroscopy/fluorescence lifetime spectroscopy, optical components, spectrometers and detectors, and gratings. The company was founded in 1945 and is headquartered in Kyoto, Japan.

1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q4 2025 and Q1 2026, 1 fund letter reported a position in Horiba Ltd., with no move described.

Fund letters reporting a position in Horiba Ltd., by quarter
QuarterLettersBoughtSoldTheses
Q1 20261000
Q4 20250001

Fund activity · 1 position

  • Brazilian fuel distributor Ultrapar, Hong Kong holding company CK Hutchison and Japanese semiconductor capital equipment companies Horiba and JEOL also made important performance contributions.
    Read the letterHoriba Ltd.

Fund coverage · 1 thesis

  • Ariel Global
    December 2025

    Horiba Ltd. is a diversified precision measurement leader offering semiconductor upcycle exposure with margin upside from mix and turnarounds and reduced geopolitical risk.

    Read the full thesis

Read every full thesis on Horiba Ltd.

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