What smart money is saying about 5N Plus Inc.
1 fund in our archive has pitched 5N Plus Inc. — most recently Pender Alternative Special Situations Fund in July 2026.
5N Plus Inc. produces and sells specialty semiconductors and performance materials in the Americas, Europe, Asia, and internationally. It offers semiconductor compounds, semiconductor wafers, metals, epitaxial semiconductor substrates, ultra-high purity metals, space solar cells, and assemblies. The company also provides active pharmaceutical ingredients, specialized chemicals, commercial grade metals, alloys, engineered powders, and recycling services. It serves renewable energy, security, space, pharmaceutical, medical imaging, and industrial application markets. The company is headquartered in Montreal, Canada.
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Position history
Every position in 5N Plus Inc. on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 1 |
Fund activity · 2 positions
- July 2026
“In Materials, the Fund experienced broad underperformance across its critical-minerals exposure. Blue Moon Metals Inc. (MOON), 5N Plus Inc. (VNP), Neo Performance Materials Inc. (NEO), and several of our copper holdings were among the largest detractors.”
5N Plus Inc. - July 2026
“In July, Amalthea gained 6.54% net whilst the MSCI ACWI (in $A) fell by 1.55%. Performance in the long book was led by Regeneron, with DSM Firmenich, Amazon, Visa and Philip Morris also providing meaningful contributions. Alnylam Pharmaceuticals acted as the primary detractor while Murata and 5N Plus also weighed on performance.”
5N Plus Inc.
Fund coverage · 1 thesis
5N Plus Inc. is a critical-minerals exposure that the fund favors for its positioning in a sector with attractive demand growth and supply constraints.
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