Rheos Capital Works Inc.

Position in AMAT — Applied Materials Inc /De

CIK 1735445 Tokyo, M0

Position in AMAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$43,380,000

+$9,201,000 QoQ

Shares Held

60,000

-40.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

2.49%

of 13F equity value

Holder Rank

#489

of 3,488 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Rheos Capital Works Inc. holds $123,278,997 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	60,000	$43,380,000
2	ASML	Asml Holding NV	11,600	$23,077,502
3	KLAC	Kla Corp	72,000	$21,723,120
4	LRCX	Lam Research Corp	47,500	$20,583,175
5	TER	Teradyne, Inc	30,000	$14,515,200

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,380,000	60,000	-40.0%	Shares	Sole	2026-08-07
2026-03-31	$34,179,000	100,000	-58.3%	Shares	Sole	2026-05-08
2025-12-31	$61,677,600	240,000	+41.1%	Shares	Sole	2026-01-21
2024-12-31	$27,663,363	170,100	+2.7%	Shares	Sole	2025-01-24
2024-09-30	$33,459,480	165,600	+35.1%	Shares	Sole	2024-10-16
2024-06-30	$28,932,374	122,600	+68.9%	Shares	Sole	2024-07-24
2024-03-31	$14,972,298	72,600	-45.9%	Shares	Sole	2024-04-11
2023-12-31	$21,766,001	134,300	0.0%	Shares	Sole	2024-01-16
2023-09-30	$18,593,835	134,300	-18.1%	Shares	Sole	2023-10-17
2023-06-30	$23,690,106	163,900	0.0%	Shares	Sole	2023-08-02
2023-03-31	$20,131,837	163,900	+69.3%	Shares	Sole	2023-05-03
2022-12-31	$9,426,384	96,800	+79.9%	Shares	Sole	2023-02-02
2022-09-30	$4,407,834	53,800	-66.8%	Shares	Sole	2022-11-09
2022-06-30	$14,738,760	162,000	0.0%	Shares	Sole	2022-07-29
2022-03-31	$21,351,600	162,000	0.0%	Shares	Sole	2022-05-02
2021-12-31	$25,492,320	162,000	0.0%	Shares	Sole	2022-01-21
2021-09-30	$20,854,260	162,000	+19.9%	Shares	Sole	2021-10-21
2021-06-30	$19,238,240	135,100	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.