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Baillie Gifford Shin NipponArticle1 Jul 2026Source: bailliegifford.com

Shin Nippon Valuation - 30 April 2026

In plain words

This report is a look under the hood of a Japan-focused stock fund. As of late April 2026, the fund held about £373 million in assets: nearly 94% in Japanese listed companies, with the rest in a few unlisted firms and cash. It owned 59 stocks, and the largest position was only about 5% of assets; the top ten made up roughly one-third. That shows the manager deliberately spread money to avoid one bad pick sinking the portfolio. For ordinary investors, the lesson is the value of diversification—but because the fund focuses on smaller Japanese companies, it can swing more than a broad market index. Worth reading as a real-world example, not a template to copy.

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As of April 30, 2026, Baillie Gifford Shin Nippon PLC had total assets of £372,833,632, of which listed equities accounted for 93.9%, private investments 2.0%, and net current assets 4.0%. The top five positions were Tsugami Corp (5.1%), Kohoku Kogyo (4.1%), Harmonic Drive Systems (3.6%), JEOL (3.4%

~11 min full read · 3 sections
Deep Analysis

Holdings Overview

This section presents the complete asset valuation table as of April 30, 2026: total assets of £372,833,632, of which listed stocks account for 93.9%, private company investments 2.0%, and net current assets 4.0%.

Listed stocks (59 holdings, aggregate market value of £350,111,490, representing 93.9%):

Position Shares Held Market Value (GBP) % of Total Assets
Anest Iwata 468,700 3,484,348 0.9%
Anicom Holdings Inc 1,054,100 7,425,380 2.0%
Appier Group Inc 1,436,300 5,976,192 1.6%
Asahi Intecc Co Ltd 443,300 6,865,845 1.8%
Bengo4.Com Inc 460,500 5,326,472 1.4%
Cosmos Pharmaceutical 214,600 6,090,149 1.6%
COVER Corporation Com Stk 274,100 1,766,074 0.5%
Crowdworks 300,300 810,903 0.2%
Cybozu Inc 340,200 3,319,904 0.9%
DMG Mori 380,300 5,238,223 1.4%
eGuarantee Inc 908,300 7,528,694 2.0%
GA Technologies 1,457,200 10,483,917 2.8%
GENDA 767,300 1,898,985 0.5%
Gift Hdgs 443,900 9,109,871 2.4%
Global Security Experts Inc. Com Stk 386,100 4,527,557 1.2%
GMO Financial Gate Inc 170,900 4,566,673 1.2%
GMO Payment Gateway 67,700 2,473,511 0.7%
Harmonic Drive Systems 554,800 13,600,428 3.6%
Horiba 56,300 5,737,382 1.5%
I-ne 599,018 3,038,150 0.8%
Infomart Corp 1,908,575 3,863,066 1.0%
Istyle 1,665,500 3,621,356 1.0%
JEOL 426,800 12,581,203 3.4%
JMDC 195,400 3,046,550 0.8%
Kamakura Shinsho 1,309,600 2,896,711 0.8%
Kasumigaseki Capital Co.,Ltd. 130,400 3,943,747 1.1%
Katitas 589,200 8,619,189 2.3%
KH Neochem 465,700 6,014,293 1.6%
Kitz Corp 685,000 6,736,167 1.8%
Kohoku Kogyo CO.,LTD. 597,900 15,330,871 4.1%
Lifenet Insurance 858,400 7,747,984 2.1%
LITALICO 896,700 5,061,710 1.4%
Mani,inc. 1,113,700 8,938,320 2.4%
Megachips Corp 120,900 5,507,362 1.5%
Money Forward 253,000 5,613,943 1.5%
Nakanishi 588,400 7,676,275 2.1%
Nifco Inc 307,700 6,667,311 1.8%
Nikkiso Co Ltd 763,400 9,529,119 2.6%
Nippon Ceramic 126,000 2,147,943 0.6%
Nittoku 111,530 1,280,608 0.3%
Noritsu Koki 356,100 3,476,739 0.9%
Oisix 423,500 2,784,371 0.7%
Optex Co Ltd 595,000 8,170,337 2.2%
OSG Corp 260,300 3,994,863 1.1%
Peptidream 668,800 3,615,074 1.0%
Sega Sammy Holdings 196,600 2,103,673 0.6%
Seiko Holdings Corp 220,200 6,028,809 1.6%
Seria Co Ltd 409,300 6,506,479 1.7%
Shinnihon 397,200 3,596,350 1.0%
Sho-Bond Holdings Ltd 736,800 4,584,702 1.2%
Shoei Co Ltd 363,700 2,985,591 0.8%
Soracom Inc 998,700 4,488,411 1.2%
SpiderPlus & Co 1,741,333 2,575,953 0.7%
SWCC Showa Holdings Co 169,400 12,601,267 3.4%
Toyo Tanso 344,800 9,828,824 2.6%
Tsugami Corp 863,800 19,025,307 5.1%
Vector 1,112,300 6,508,570 1.7%
Weathernews Inc 310,700 2,969,281 0.8%
Yonex 657,600 8,174,503 2.2%

Private company investments (aggregate £7,642,897, representing 2.0%):

Position Market Value (GBP) % of Total Assets
Asha Japan, Inc 0 0.0%
Gojo & Company, Inc Ord 5,081,848 1.4%
JEPLAN, Inc. 2,561,049 0.7%
Structural Protein Business Asset Management Inc. 0 0.0%

Net current assets of £15,079,245, representing 4.0%.

Structural Characteristics

The portfolio is highly diversified across 59 listed stocks, with the top ten holdings together accounting for approximately 32.5%; the largest single position is Tsugami at 5.1% and the smallest is Crowdworks at 0.2%.

  • The top five holdings total 19.6%: Tsugami Corp 5.1%, Kohoku Kogyo 4.1%, Harmonic Drive Systems 3.6%, JEOL 3.4%, SWCC Showa Holdings 3.4% (by market value SWCC is slightly higher than JEOL, but both are disclosed at 3.4%).
  • Positions range from 0.2% to 5.1%; no single position exceeds 6% of the portfolio, and 94.9% of the market value is concentrated in listed stocks. On the private side, only two holdings carry book valuations (Gojo & Company, JEPLAN), while two have zero book value (Asha Japan, Structural Protein Business Asset Management).
  • By business characteristics, the holdings span precision manufacturing and semiconductor equipment (e.g., Kohoku Kogyo, Harmonic Drive Systems, JEOL, Toyo Tanso, Megachips, Optex), machine tools and industrials (Tsugami, DMG Mori, Nikkiso, OSG, Kitz, Nifco), healthcare (Asahi Intecc, Mani, Nakanishi, Peptidream, JMDC), software and internet services (GA Technologies, Money Forward, Cybozu, SORACOM, Appier, Bengo4.Com), and consumer retail (Seria, Yonex, Shoei, Seiko Holdings, GENDA, Oisix).

Fund Matters

As of April 30, 2026, the fund's total assets were £372,833,632; this section does not disclose performance, buy/sell transactions, or manager commentary.

  • A note at the end of the report indicates that more detailed asset allocation data, adjusted for derivative exposure, is available separately in the company's monthly factsheet.