What smart money is saying about Keyence
6861.T
No fund has written a full thesis on Keyence in our archive, but 2 fund letters report a position in it — most recently Harding Loevner Global Equity in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Keyence on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- HoldsHarding Loevner Global EquityJune 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Read the letterKeyence - AddedArtisan Partners Global Opportunities FundJune 2026
“We added to the position as we believe factory automation is entering a new upcycle, supported by accelerating demand, margin expansion potential and a more shareholder-friendly approach to capital allocation.”
Read the letterKeyence
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