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 ~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 |
|---|---|---|---|---|
| 株式会社インフォマート (2492) | 67% | 6.3% | holder | 2026-09-05 |
| 株式会社インターネットイニシアティブ (3774) | 62% | 9.1% | activist | 2026-08-15 |
| 芝浦機械株式会社 (6104) | 61% | 6.8% | activist | 2026-08-09 |
| 株式会社ニチレイ (2871) | 52% | 6.1% | activist | 2026-09-07 |
| 株式会社フェローテック (6890) | 50% | 6.6% | activist | 2026-08-09 |
| マネックスグループ株式会社 (8698) | 45% | 5.2% | holder | 2026-08-14 |
| エン株式会社 (4849) | 40% | 10.3% | activist | 2026-08-23 |
| 東京製鐵株式会社 (5423) | 38% | 8.7% | activist | 2026-07-29 |
| エア・ウォーター株式会社 (4088) | 33% | 6.0% | activist | 2026-08-06 |
| カルビー株式会社 (2229) | 33% | 7.1% | activist | 2026-07-29 |
| イオンフィナンシャルサービス株式会社 (8570) | 31% | 9.8% | activist | 2026-07-29 |
| カヤバ株式会社 (7242) | 30% | 5.6% | activist | 2026-07-29 |
| カナデビア株式会社 (7004) | 29% | 5.4% | activist | 2026-07-29 |
| 株式会社アインホールディングス (9627) | 27% | 17.7% | holder | 2026-08-13 |
| 近畿車輛株式会社 (7122) | 24% | 7.0% | holder | 2026-08-01 |
| 株式会社エス・エム・エス (2175) | 18% | 19.3% | holder | 2026-09-06 |
| データセクション株式会社 (3905) | 14% | 9.8% | holder | 2026-07-29 |
Currently disclosed Japanese holdings
From Oasis Management’s latest EDINET 5% filings. Stake is the disclosed large-shareholding percentage.
| Issuer | Stake | Purpose | As of |
|---|---|---|---|
| 株式会社カカクコム (2371) | 19.5% | activist implied | 2026-07-08 |
| 株式会社エス・エム・エス (2175) | 19.3% | other | 2026-07-23 |
| サン電子株式会社 (6736) | 18.4% | other | 2026-05-13 |
| 株式会社アインホールディングス (9627) | 17.7% | pure investment | 2026-06-29 |
| ニッコンホールディングス株式会社 (9072) | 17.7% | activist | 2026-04-16 |
| 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 |
| 太陽ホールディングス株式会社 (4626) | 14.9% | other | 2026-04-08 |
| 株式会社クスリのアオキホールディングス (3549) | 14.1% | activist implied | 2026-05-13 |
| 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 |
| 花王株式会社 (4452) | 12.6% | other | 2026-05-13 |
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 2026-07-08. Research, not investment advice, see the disclaimer.