What is 3D Investment Partners buying in Japan next?
3D Investment Partners (SG) discloses its Japanese stakes under Japan’s own regime, EDINET large-shareholding reports (大量保有報告書), the side a US 13F is blind to. Japan is also the one market where a prediction is checkable almost immediately: the report is due within about five business days of crossing 5%, not the US 13F’s 45. Research, not investment advice.
Predicted next buys
P(this fund adds the name next), from the per-investor walk-forward model, out-of-sample AUC ~83%. A predicted probability is a statement about a filing pattern, never a claim the fund has bought a name or that you should.
| Company | P(add next) | Stake | Signal | Next filing due |
|---|---|---|---|---|
| J. フロント リテイリング株式会社 (3086) | 70% | 9.2% | activist | 2026-08-08 |
| 株式会社西武ホールディングス (9024) | 29% | 13.9% | activist | 2026-08-09 |
Currently disclosed Japanese holdings
From 3D Investment Partners’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 東邦ホールディングス株式会社 (8129) | 21.2% | activist | 2025-08-27 |
| サッポロホールディングス株式会社 (2501) | 19.4% | activist | 2025-01-23 |
| 株式会社スクウェア・エニックス・ホールディングス (9684) | 18.5% | activist | 2026-03-03 |
| 株式会社東北新社 (2329) | 17.4% | activist | 2024-11-14 |
| 株式会社西武ホールディングス (9024) | 13.9% | activist | 2026-07-09 |
| メディシノバ・インク (4875) | 11.2% | activist | 2024-11-14 |
| 三井倉庫ホールディングス株式会社 (9302) | 11.2% | activist | 2025-09-12 |
| 株式会社ワコールホールディングス (3591) | 10.8% | activist | 2024-11-14 |
| 日鉄ソリューションズ株式会社 (2327) | 9.4% | activist | 2025-02-14 |
| J. フロント リテイリング株式会社 (3086) | 9.2% | activist | 2026-07-08 |
| カシオ計算機株式会社 (6952) | 5.0% | activist | 2026-04-02 |
| 株式会社デジタルホールディングス (2389) | 4.9% | institutional | 2022-03-07 |
| 株式会社東芝 (6502) | 4.9% | activist | 2023-03-29 |
| ジャパンマテリアル株式会社 (6055) | 4.9% | institutional | 2023-06-19 |
| エイベックス株式会社 (7860) | 4.5% | activist | 2024-03-28 |
The predicted next buys, fresh disclosures, and the week’s catalysts. One email a week. Honest numbers, never advice.
The full Japan board, predicted and disclosed, is on Japan. How the model works and its honest limits are on methodology. Data as of 2025-08-27. Research, not investment advice, see the disclaimer.