What is Simplex Asset Management buying in Japan next?
Simplex Asset Management (JP) 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 |
|---|---|---|---|---|
| 日本航空電子工業株式会社 (6807) | 35% | 7.5% | holder | 2026-07-18 |
Currently disclosed Japanese holdings
From Simplex Asset Management’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 西部電機株式会社 (6144) | 25.8% | institutional | 2023-12-20 |
| 株式会社アルファシステムズ (4719) | 15.1% | institutional | 2025-01-28 |
| 石原ケミカル株式会社 (4462) | 10.7% | institutional | 2026-05-26 |
| 東陽テクニカ株式会社 (8151) | 10.0% | institutional | 2023-02-16 |
| 株式会社中西製作所 (5941) | 9.7% | institutional | 2026-06-18 |
| 日本化学産業株式会社 (4094) | 8.4% | institutional | 2026-03-06 |
| 三菱ロジスネクスト株式会社 (7105) | 8.0% | institutional | 2026-03-06 |
| 日新製糖株式会社 (2117) | 7.7% | institutional | 2022-08-15 |
| 日本航空電子工業株式会社 (6807) | 7.5% | institutional | 2026-06-05 |
| 霞が関ホテルリート投資法人 (401A) | 6.9% | institutional | 2025-12-22 |
| 名鉄運輸株式会社 (9077) | 6.6% | institutional | 2022-03-01 |
| 株式会社パシフィックネット (3021) | 5.4% | institutional | 2024-09-06 |
| スバル興業株式会社 (9632) | 5.4% | institutional | 2026-02-20 |
| 堺化学工業株式会社 (4078) | 5.0% | institutional | 2025-02-17 |
| 株式会社エヌ・シー・エヌ (7057) | 5.0% | institutional | 2023-02-22 |
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 2023-12-20. Research, not investment advice, see the disclaimer.