Home / Leaderboard / Shimizu Corporation
Shimizu Corporation
Tatsuya Shimmura · Asset Manager · Value
Founded in 1804, Shimizu Corporation is a leading Japanese general contractor and engineering firm with a storied history in architecture and civil engineering. Beyond its core construction activities, the firm operates a robust Investment and Development division that manages a diverse portfolio, including real estate assets, infrastructure projects, and venture capital commitments in emerging technologies. Headquartered in Tokyo, Shimizu integrates traditional craftsmanship with digital innovation to create sustainable environments. Its investment strategy focuses on long-term value creation through urban redevelopment and global expansion, particularly in North America and Southeast Asia, while upholding high ethical standards based on its founding principles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -46.7% |
| YTD return | -20.4% |
| Sharpe ratio | -2.13 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.shimz.co.jp/en/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| PCLA | PicoCELA Inc. American Depositary Shares | 100.0% | -46.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | PCLA | 0.0% → 100.0% |
Investment Style Analysis
Shimizu Corporation is widely recognized for employing a Value strategy. As of Sep 22, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Telecom Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Shimizu Corporation made a significant move by increasing exposure to PCLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Shimizu Corporation follows a core philosophy rooted in 'The Analects and the Abacus,' a principle that harmonizes ethical conduct with economic activities. The firm's investment strategy is guided by its 'SHIMZ VISION 2030' plan, which aims to transform the group into a 'Smart Innovation Company.' This approach emphasizes sustainable development, the adoption of cutting-edge digital technologies, and co-creation with global partners to address societal challenges. By focusing on quality, safety, and long-term sustainability, Shimizu seeks to build a resilient business portfolio that delivers value exceeding stakeholder expectations while fostering a future-oriented heritage.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Shimizu Corporation.
Similar Investment Style
Based on Value.
- Corstar Holdings, Inc. — Jeffrey J. Michael · 3M +18.8%
- Systematic Financial Management LP — Kenneth Burgess · 3M -14.5%
- Penn Capital Management Company, LLC — Richard A. Hocker · 3M -11.8%
- Reinhart Partners, LLC — James Reinhart · 3M -3.5%
Frequently asked questions
How is the simulated portfolio for Shimizu Corporation constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Shimizu Corporation's largest holding?
As of the latest filing, Shimizu Corporation's top position is PicoCELA Inc. American Depositary Shares (PCLA), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Shimizu Corporation's historical performance and risk profile?
Our simulation indicates a total return of -46.7%. Notably, the portfolio maintains a Sharpe Ratio of -2.13, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Shimizu Corporation primarily invest in?
Shimizu Corporation has a strong preference for the Telecom Services sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Shimizu Corporation's portfolio concentrated or diversified?
Shimizu Corporation runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Shimizu Corporation performed in 2026?
Our AI-simulated model portfolio for Shimizu Corporation tracks a Year-to-Date (YTD) return of -20.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tatsuya Shimmura manage Shimizu Corporation directly?
Yes, Tatsuya Shimmura serves as the key portfolio manager for Shimizu Corporation, overseeing the investment strategy and final capital allocation decisions.