What smart money is saying about Cambricon
688256.SS
No fund has written a full thesis on Cambricon in our archive, but 1 fund letter reports a position in it, most recently Baillie Gifford China Strategy in September 2026.
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1
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in Cambricon on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
“At the same time, we kept our core domestic semiconductor holdings unchanged, such as foundry business SMIC, GPU designer Cambricon, and semiconductor equipment manufacturer NAURA and AMEC.”
Cambricon
Also mentioned · 2
These funds discuss Cambricon as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedGuinness Greater China FundAugust 2026
“In July, relative to the MSCI China Index, areas which helped the Fund’s performance were: • The overweight in Consumer Discretionary, which outperformed. • Stock selection in Industrials, driven by Sany Heavy Industry, Shandong Himile Mechanical, Haitian International, Nari Technology and Hongfa Technology. • Stock selection in Information Technology, led by not holding names such as Kingboard Laminates, Hua Hong Grace Semiconductor, Yangtze Optical Fibre, Zhongji Innolight and Cambricon Technologies.”
Cambricon - June 2026
“This comes despite increased enthusiasm within China for a handful of perceived AI winners (much has occurred in US technology and global semiconductors), including Cambricon Technologies and Knowledge Atlas Technology.”
Cambricon
Read the letters behind these Cambricon positions
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