Bireme
3983 · Software & cloud

ORO

Makes ZAC, online software for tracking sales and costs by project.
Owns it

What the manager says

In short: Japanese business-software firm with loyal customers, steady growth and a cheap price.

The numbers

Share of the fund
Not disclosed
Named in
Jun 2026 letter
Also owned by
No other fund we follow
More about ORO
This fund doesn’t file the government report, so share counts aren’t public.
Read the letter
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works