What smart money is saying about Nintendo Co., Ltd.
1 fund in our archive has pitched Nintendo Co., Ltd. — most recently Crossroads Capital in December 2025.
Nintendo Co., Ltd., together with its subsidiaries, develops, manufactures, and sells home entertainment products in Japan, the Americas, Europe, and internationally. It offers video game platforms, playing cards, Karuta, and other products; and handheld and home console hardware systems and related software. The company was formerly known as Nintendo Playing Card Co., Ltd. and changed its name to Nintendo Co., Ltd. in 1963. Nintendo Co., Ltd. was founded in 1889 and is headquartered in Kyoto, Japan.
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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Nintendo Co., Ltd. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
“In Nintendo, our largest holding, we added a little throughout the quarter as the memory cost guidance cut and price hike sent the stock to two-year lows.”
Nintendo Co., Ltd. - March 2026
“On the downside, Nintendo (NTDOY) was our largest detractor, comprising 35% of our losses, followed by Vistry (VTY) at 19% and Company X at 13%. On Nintendo, the market remains fixated on near-term memory prices and we continue to believe that investors are missing the forest for the trees.”
Nintendo Co., Ltd.
Fund coverage · 1 thesis
- Crossroads CapitalDecember 2025
Nintendo Co., Ltd. is a software- and IP-driven gaming platform with 90% of operating profit from software, growing high-margin recurring revenue streams, and a powerful first- and third-party pipeline that makes current hardware-margin fears a mispricing.
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