What smart money is saying about GMO Internet
9449.T
No fund has written a full thesis on GMO Internet in our archive, but 1 fund letter reports a position in it, most recently Orbis Japan Equity in December 2025.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in GMO Internet on record in the archive was reported in Q4 2025, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 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
- HoldsOrbis Japan EquityDecember 2025
“GMO Internet, a company that provides the essential plumbing to Japan’s internet economy, also performed well.”
GMO Internet
Read the letters behind these GMO Internet positions
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