What smart money is saying about Soitec
SOI.PA
No fund has written a full thesis on Soitec in our archive, but 2 fund letters report a position in it — most recently Goodhart Partners Global Smaller Companies Fund in June 2026.
2
Reported positions
1
Bought
1
Sold
2
Letters
Fund activity · 2 positions · 2 moves
- ExitedGoodhart Partners Global Smaller Companies FundJune 2026
“I trimmed meaningfully and sold the remainder at EUR150 as I could no longer justify the returns within my multi-bagger framework”
Read the letterSoitec - AddedGoodhart Partners Global Future Leaders FundJune 2026
“We wrote last quarter that we had increased our position following meetings with management, sensing the fundamentals were closer to turning than the share price implied.”
Read the letterSoitec
Read the letters behind these Soitec positions
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