What is Strategic Capital buying in Japan next?
Strategic Capital (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 ~80%. 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Ａ＆Ｄホロンホールディングス (7745) | 18% | 16.7% | activist | - |
Currently disclosed Japanese holdings
From Strategic Capital’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| ＫＨネオケム株式会社 (4189) | 18.2% | activist | 2026-08-03 |
| 株式会社Ａ＆Ｄホロンホールディングス (7745) | 16.7% | activist | 2026-09-03 |
| 株式会社ゴールドクレスト (8871) | 14.7% | activist | 2026-02-06 |
| ガンホー・オンライン・エンターテイメント株式会社 (3765) | 13.7% | activist | 2026-08-27 |
| 株式会社イエローハット (9882) | 12.7% | activist | 2026-08-07 |
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 2026-08-03. Research, not investment advice, see the disclaimer.