FOLLOW THE PROS

Baillie Gifford opened SKHY · SK hynix Inc.

$33M · now <0.1% of the portfolio

TRADED BY

Sep 30

FILED

Nov 9

YOU SEE IT

Nov 9

40 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.

$127 now

OUR VALUE

$127 today
low $77mid $102high $128

2 models, as of 2026-11-08.

Fairly priced now: inside our value range. The easy part has happened.

Open the briefing →Share

Margin of Safety Weekly

Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.

Send me the DeepValues Margin of Safety Weekly, one email every Saturday. I can unsubscribe at any time. Information only, not investment advice. Privacy