Hikari Power LTD
HIKARI POWER LTD is an investment management firm based in Tokyo, Japan. It is the largest shareholder of HIKARI TSUSHIN, INC., a Tokyo Stock Exchange-listed holding company founded in 1988. HIKARI TSUSHIN operates across a diverse range of sectors including electricity and gas, telecommunications, beverage, insurance, finance, and solution-based commission sales. HIKARI POWER LTD manages a concentrated equity portfolio, primarily comprising major global public companies. The firm serves as the asset management arm or investment vehicle associated with the HIKARI TSUSHIN corporate group.
Investment Strategy
HIKARI POWER LTD maintains a concentrated, diversified equity investment strategy, holding positions in prominent global companies such as Berkshire Hathaway, Linde, Johnson & Johnson, and Visa. The investment approach focuses on long-term value creation through a blend of organic growth and M&A at the corporate group level. The parent company's guiding philosophy emphasizes maximizing ROI, pursuing IRR targets above 30%, and seeking recurring, asset-light business models across multiple sectors. Portfolio allocations are adjusted based on changes in share prices and strategic outlooks, with risk management oriented toward consistent growth and downside limitation.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | BERKSHIRE HATHAWAY INC CLASS A | 47.54% | $590.5M | 783 | $202377.87 | $754200.00 | +$19.9M |
L LIN | LINDE PUBLIC LIMITED COMPANY | 6.01% | $74.6M | 157,080 | $355.44 | $475.00 | +$914.0K |
J JNJ | JOHNSON & JOHNSON | 5.07% | $62.9M | 339,440 | $115.33 | $185.42 | +$11.1M |
V V | VISA INC CLASS A | 4.22% | $52.5M | 153,680 | $53.97 | $341.38 | -$2.1M |
R ROP | ROPER TECHNOLOGIES INC | 2.99% | $37.1M | 74,390 | $191.69 | $498.69 | -$5.1M |