What is SPARX Asset Management buying in Japan next?
SPARX 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 |
|---|---|---|---|---|
| 前田工繊株式会社 (7821) | 32% | 7.2% | holder | 2026-08-10 |
| 株式会社ＳＨＯＥＩ (7839) | 19% | 11.0% | holder | 2026-07-21 |
Currently disclosed Japanese holdings
From SPARX Asset Management’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 株式会社ＪＤＳＣ (4418) | 13.7% | institutional | 2021-12-23 |
| 株式会社ＳＨＯＥＩ (7839) | 11.0% | institutional | 2026-05-28 |
| 株式会社ＬＩＴＡＬＩＣＯ (7366) | 8.0% | institutional | 2026-04-02 |
| 前田工繊株式会社 (7821) | 7.2% | institutional | 2026-06-17 |
| 株式会社マネジメントソリューションズ (7033) | 6.4% | institutional | 2026-01-06 |
| フロンティア・マネジメント株式会社 (7038) | 5.2% | institutional | 2021-03-17 |
| サスメド株式会社 (4263) | 5.2% | institutional | 2025-01-07 |
| 日精エー・エス・ビー機械株式会社 (6284) | 5.1% | institutional | 2023-02-02 |
| 株式会社ヒット (378A) | 5.1% | institutional | 2026-01-06 |
| 月島機械株式会社 (6332) | 5.0% | institutional | 2022-12-15 |
| トーセイ株式会社 (8923) | 5.0% | institutional | 2023-02-17 |
| 株式会社ギフト (9279) | 5.0% | institutional | 2022-01-31 |
| 神戸天然物化学株式会社 (6568) | 5.0% | institutional | 2021-11-02 |
| ロート製薬株式会社 (4527) | 5.0% | institutional | 2023-02-17 |
| 株式会社Ｉ－ｎｅ (4933) | 4.7% | institutional | 2025-11-19 |
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 2021-12-23. Research, not investment advice, see the disclaimer.