What is Oasis Management buying in Japan next?
Oasis Management (HK) 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 |
|---|---|---|---|---|
| 株式会社ニチレイ (2871) | 74% | 7.3% | activist | 2026-10-08 |
| エムスリー株式会社 (2413) | 74% | 6.3% | activist | 2026-10-07 |
| コムシスホールディングス株式会社 (1721) | 65% | 7.4% | activist | 2026-10-15 |
| イオンフィナンシャルサービス株式会社 (8570) | 51% | 10.8% | activist | 2026-10-01 |
| 芝浦機械株式会社 (6104) | 50% | 6.8% | activist | 2026-09-01 |
| 株式会社インターネットイニシアティブ (3774) | 46% | 9.1% | activist | 2026-09-01 |
| 株式会社インフォマート (2492) | 42% | 13.4% | holder | 2026-10-16 |
| 株式会社エス・エム・エス (2175) | 41% | 21.3% | holder | 2026-10-09 |
| ニッコンホールディングス株式会社 (9072) | 41% | 17.7% | activist | 2026-09-17 |
| エン株式会社 (4849) | 38% | 12.4% | activist | 2026-10-10 |
| 株式会社ＫＡＤＯＫＡＷＡ (9468) | 37% | 15.3% | holder | 2026-09-01 |
| 株式会社アインホールディングス (9627) | 32% | 22.2% | holder | 2026-10-09 |
| 株式会社プラスアルファ・コンサルティング (4071) | 31% | 16.3% | holder | 2026-09-10 |
Currently disclosed Japanese holdings
From Oasis Management’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 株式会社アインホールディングス (9627) | 22.2% | pure investment | 2026-08-20 |
| 株式会社エス・エム・エス (2175) | 21.3% | other | 2026-08-20 |
| 株式会社カカクコム (2371) | 19.5% | other | 2026-08-27 |
| サン電子株式会社 (6736) | 18.4% | other | 2026-05-13 |
| ニッコンホールディングス株式会社 (9072) | 17.7% | activist implied | 2026-07-29 |
| 株式会社ＩＪＴＴ (7315) | 17.4% | activist | 2024-01-29 |
| 株式会社プラスアルファ・コンサルティング (4071) | 16.3% | pure investment | 2026-07-22 |
| 株式会社ＫＡＤＯＫＡＷＡ (9468) | 15.3% | other | 2026-06-23 |
| ＮＥＣネッツエスアイ株式会社 (1973) | 15.2% | activist | 2025-01-27 |
| 株式会社クスリのアオキホールディングス (3549) | 15.1% | other | 2026-08-24 |
| 太陽ホールディングス株式会社 (4626) | 14.9% | other | 2026-04-08 |
| 株式会社インフォマート (2492) | 13.4% | other | 2026-08-27 |
| 小林製薬株式会社 (4967) | 13.4% | activist implied | 2026-05-13 |
| ライフネット生命保険株式会社 (7157) | 13.2% | activist | 2023-11-24 |
| 電気興業株式会社 (6706) | 12.9% | activist | 2026-05-11 |
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 2026-08-20. Research, not investment advice, see the disclaimer.