What smart money is saying about Harmony

Position history

Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Harmony, with 1 sell (trimmed or exited).

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 3 positions · 1 move

• TrimmedFairtree Asset Management Global Emerging Markets Fund

  September 2026

  “Notable portfolio activity during the quarter was focused on increasing the Fund’s direct exposure to the large-cap semiconductor and memory names, funded largely by reducing its Taiwan ETF holding. On the buy side, the largest addition was SK Hynix, alongside TSMC and Samsung, and the Fund initiated a new position in SK Square, which holds a substantial stake in SK Hynix. The Fund also added to its China exposure through the KraneShares CSI China Internet ETF, Tencent and CATL, and broadened its consumer holdings with new positions in British American Tobacco in South Africa, Varun Beverages in India and Alpargatas in Brazil. On the sell side, the largest reduction was to the iShares MSCI Taiwan ETF. The Fund also trimmed positions in King Slide Works, Wistron and Harmony Gold, while fully exiting Absa Group and PagSeguro.”

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  Harmony
• HoldsFairtree Asset Management SA Equity Prescient Fund

  September 2026

  Listed in Fairtree Asset Management SA Equity Prescient Fund’s reported holdings.

  Read the letter→
  Harmony
• HoldsRozendal Partners Global Fund and Worldwide Flexible Prescient Qualified Investor Hedge Fund

  June 2026

  “d. Harmony Gold Given the sharp move lower in the gold price so far this year, it comes as no surprise that a short position in gold miners have been profitable. Being short Harmony in 2025 was painful. The experience in 2026 so far has been more pleasant.”

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  Harmony