What is Ｓａｐｐｈｉｒｅｔｅｒｒａ Ｃａｐｉｔａｌ， ＬＬＣ buying in Japan next?
Ｓａｐｐｈｉｒｅｔｅｒｒａ Ｃａｐｉｔａｌ， ＬＬＣ (?) 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 ~87%. 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 |
|---|---|---|---|---|
| 株式会社三陽商会 (8011) | 57% | 8.1% | activist | 2026-12-17 |
Currently disclosed Japanese holdings
From Ｓａｐｐｈｉｒｅｔｅｒｒａ Ｃａｐｉｔａｌ， ＬＬＣ’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 株式会社三陽商会 (8011) | 8.1% | activist | 2026-06-29 |
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 2026-06-29. Research, not investment advice, see the disclaimer.