# Tokyo Electron (8035): value funds that own it | moatshark

3 funds run by well-known value investors held Tokyo Electron in their latest N-PORT filings, led by Polen International Growth Fund, Polen Global Growth…



## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Polen International Growth Fund | Polen Capital Management | 3.7% | $878k | 2026-07-31 |
| Polen Global Growth Fund | Polen Capital Management | 1.9% | $2.1m | 2026-07-31 |
| Davis International Fund | Davis Selected Advisers | 1.2% | $3.3m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/8035-jp). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.