What smart money is saying about Murata
6981.T
No fund has written a full thesis on Murata in our archive, but 1 fund letter reports a position in it — most recently Kathmandu Capital Kathmandu Partners, LP in June 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Murata on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“本季的主題、也是我們最大的兩 個部位,是被動元件/MLCC 製造商 Murata (6981.JP) 與 Yageo (2327.TT),兩者合計佔投資組合逾半。”
Read the letterMurata
Read the letters behind these Murata positions
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