What smart money is saying about Capcom
1 fund in our archive has pitched Capcom — most recently Polen Capital International Growth in September 2026.
Capcom Co., Ltd. plans, develops, manufactures, sells, and distributes home video game software, mobile content, and amusement equipment in Japan, the United States, Europe, and internationally. It operates through Digital Contents Business, Amusement Facilities Business, Amusement Equipment Business, and Other Business segments. The Digital Contents Business develops and sells home video games and mobile content. The Amusement Facilities Business operates stores equipped with game machines, as well as retail stores. The Amusement Equipment Business segment develops, manufactures, and sells amusement machines and other related products to store operators and other businesses. The Other Business engages in character-based businesses. In addition, the company operates amusement facilities. Capcom Co., Ltd. was incorporated in 1979 and is headquartered in Osaka, Japan.
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Position history
Between Q2 2025 and Q3 2026, 3 fund letters reported a position in Capcom — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions · 1 move
- September 2026
“The three top individual contributors to absolute return were Capcom, Shell, and Mizuho Financial Group, respectively. The largest absolute detractors were BE Semiconductor Industries, Infineon Technologies, and UCB. The Portfolio’s strongest contributors reflected a combination of company-specific fundamentals and favorable macroeconomic trends. Capcom, the Japanese video game developer behind franchises including Monster Hunter and Resident Evil, continued to rebound during the quarter as strong earnings results reassured investors.”
Capcom - New positionPolen Capital International GrowthSeptember 2026
“In Q3 2026, we initiated new positions in Seagate Technology and Capcom , while selling On Holding .”
Capcom - June 2025
“Several Japanese stocks were positive contributors to relative performance, including engineering and electric equipment multinational Mitsubishi Heavy Industries, Ltd., semiconductor tools maker Disco Corporation, and video game company Capcom Co., Ltd.”
Capcom
Fund coverage · 1 thesis
- Polen Capital International GrowthSeptember 2026
Capcom has a deep IP library, efficient proprietary development, and multiple avenues for continued revenue and earnings growth.
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