Nintendo Co., Ltd. ADR (NTDOY) Slipped Due to Volatility

The London Company, an investment management company, released “The London Company Income Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities continued their rally in the third quarter, driven by the Fed rate cut, solid corporate earnings, and enthusiasm around AI. In the third quarter, the portfolio appreciated 6.0% gross (5.8% net) compared to a 5.3% increase in the Russell 1000 Value Index. Positive stock section led the outperformance of the portfolio in the quarter, but was partially offset by sector exposure headwinds. Please review the fund’s top 5 holdings to gain insight into their key selections for 2025.

In its third-quarter 2025 investor letter, The London Company Income Equity Strategy highlighted stocks such as Nintendo Co., Ltd. (OTC:NTDOY). Nintendo Co., Ltd. (OTC:NTDOY) is a video game company that develops, manufactures, and sells home entertainment products. The one-month return of Nintendo Co., Ltd. (OTC:NTDOY) was 4.73%, and its shares gained 65.97% of their value over the last 52 weeks. On November 4, 2025, Nintendo Co., Ltd. (OTC:NTDOY) stock closed at $22.14 per share, with a market capitalization of $103.107 billion.

The London Company Income Equity Strategy stated the following regarding Nintendo Co., Ltd. (OTC:NTDOY) in its third quarter 2025 investor letter:

“Nintendo Co., Ltd. (OTC:NTDOY) – NTDOY was a bottom performer this quarter due to volatility at the beginning of the console cycle, with data points and estimates being updated. It remains a top contributor for the year. We remain attracted to NTDOY’s integrated hardware-software model, brand franchises, and the strength of its balance sheet.”

A close up of a person’s hands using a home console gaming device.

Nintendo Co., Ltd. (OTC:NTDOY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 1 hedge fund portfolios held Nintendo Co., Ltd. (OTC:NTDOY) at the end of the second quarter, the same as in the previous quarter. While we acknowledge the risk and potential of Nintendo Co., Ltd. (OTC:NTDOY) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Nintendo Co., Ltd. (OTC:NTDOY) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.