Helios Techno Holding

6927.TTSE STANDARDElectric Appliances

Major holders (5%+) · 5

Holder	Stake	Change	Filed
Dalton Investments, Inc.	28.74%	+0.31pp	2026-04-08
Dalton Investments, Inc.	12.95%	0.00pp	2026-04-08
NIPPON ACTIVE VALUE FUND PLC	9.73%	0.00pp	2026-04-08
NAVF Select (Master) Fund LP	6.05%	—	2026-04-08
NAVF Select LLC	5.75%	+1.04pp	2025-09-11

Each holder's own ratio from its most recent large-shareholding report.

Former and minor holders (below 5%) · 10

Goldman Sachs International	4.75%	2026-06-05
Black Clover Limited	4.13%	2025-03-13
Asset Value Investors Limited	3.77%	2025-06-26
NOMURA INTERNATIONAL PLC	3.14%	2024-07-22
Morgan Stanley MUFG Securities Co., Ltd.	2.25%	2026-07-22
Nomura Asset Management Co., Ltd.	0.89%	2024-06-21
Parametric Portfolio Associates LLC	0.53%	2026-02-19
Goldman Sachs Asset Management, L.P.	0.29%	2026-06-05
Nomura Securities Co., Ltd.	0.03%	2024-06-21
Morgan Stanley Capital Services LLC	0.00%	2026-02-19

Tender offers · 1

Filed	Offeror	Price	Period ends	Status	Filings
2024-06-03	RS Technologies Co., Ltd.	¥825	—	Unsuccessful	4

Grouped by EDINET filing links. Price and outcome as stated in filings.

Ownership history · 80

Filed	Holder	Ratio	Change	Purpose
2026-06-05	Goldman Sachs Asset Management, L.P.2026-06-05	0.29%	new	Held for clients (discretionary / trust); Asset management / investment
2026-06-05	Goldman Sachs International2026-06-05	4.75%	new	Securities trading business
2026-04-08	NAVF Select (Master) Fund LP2026-04-08	6.05%	new	Material proposals to management (activist)
2026-04-08	NIPPON ACTIVE VALUE FUND PLC2026-04-08	9.73%	no change	Material proposals to management (activist)
2026-04-08	Dalton Investments, Inc.2026-04-08	12.95%	no change	Engagement / governance dialogue; Long-term holding
2026-02-19Amended	Parametric Portfolio Associates LLC2026-02-19 · amended	0.53%	+0.10pp	Held for clients (discretionary / trust); Asset management / investment
2026-02-19Amended	Morgan Stanley MUFG Securities Co., Ltd.2026-02-19 · amended	1.72%	-4.00pp	Securities trading business
2026-02-19Amended	Parametric Portfolio Associates LLC2026-02-19 · amended	0.43%	no change	—
2026-02-19Amended	Morgan Stanley MUFG Securities Co., Ltd.2026-02-19 · amended	5.72%	-0.12pp	Securities trading business
2026-02-19Amended	Parametric Portfolio Associates LLC2026-02-19 · amended	0.43%	-0.03pp	Held for clients (discretionary / trust); Asset management / investment
2026-02-19Amended	Morgan Stanley MUFG Securities Co., Ltd.2026-02-19 · amended	5.84%	+0.05pp	Securities trading business
2026-02-19Amended	Morgan Stanley Capital Services LLC2026-02-19 · amended	0.00%	new	—
2026-02-19Amended	Parametric Portfolio Associates LLC2026-02-19 · amended	0.46%	new	Held for clients (discretionary / trust); Asset management / investment
2026-02-19Amended	Morgan Stanley MUFG Securities Co., Ltd.2026-02-19 · amended	5.79%	new	Securities trading business
2025-09-11	NAVF Select LLC2025-09-11	5.75%	+1.04pp	Material proposals to management (activist)
2025-09-11	NIPPON ACTIVE VALUE FUND PLC2025-09-11	9.73%	no change	Material proposals to management (activist)
2025-09-11	Dalton Investments, Inc.2025-09-11	12.95%	no change	Engagement / governance dialogue; Long-term holding
2025-06-24	NAVF Select LLC2025-06-24	4.71%	+0.60pp	Material proposals to management (activist)
2025-06-24	NIPPON ACTIVE VALUE FUND PLC2025-06-24	9.73%	+0.48pp	Material proposals to management (activist)
2025-06-24	Dalton Investments, Inc.2025-06-24	12.95%	+0.21pp	Engagement / governance dialogue; Long-term holding

Each holder in 5% reports, joint holders included. Purpose is classified from the filed text.