What smart money is saying about Kering
KER.PA
No fund has written a full thesis on Kering in our archive, but 1 fund letter reports a position in it — most recently Baillie Gifford International Concentrated Growth in June 2026.
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Kering on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“These new additions were funded by the reduction of holdings that have continued to perform strongly, TSMC and ASML in particular, as well as Delivery Hero and French luxury business Kering, which has been improving following some difficult years.”
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