Japan Post Holdings Co., Ltd.
Long book
$5.70B
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+10.8%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsJapan Post Holdings Co., Ltd. is a diversified fundamental manager, specialised in financials (100% of the long book), running a $5.70B US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: AFLAC INC.
Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.6%
Q2 2024
+25.8%
Q3 2024
-7.1%
Q4 2024
+8.1%
Q1 2025
-4.6%
Q2 2025
+6.5%
Q3 2025
-0.8%
Q4 2025
+0.0%
Q1 2026
+10.8%
Sector allocation
Financials 100%
Long book by quarter
What does Japan Post own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AFL AFLAC INC | Financials | 52.0M | $5.70B | 100.0% | -0.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 1 | $5.70B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 1 | $5.77B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 1 | $5.84B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 25, 2025 | 1 | $5.52B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 8, 2025 | 1 | $5.82B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 1 | $5.41B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 10, 2024 | 1 | $5.85B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 11, 2024 | 1 | $4.67B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 16, 2024 | 1 | $4.49B | canonical | SEC ↗ |
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