Position in AMD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$43,568,250
+$8,171,430 QoQ
Shares Held
75,000
-56.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#528
of 3,969 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Rheos Capital Works Inc. holds $253,405,100 across 7 Semiconductors names. AMD ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
340,000 | $47,474,200 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
75,000 | $43,568,250 | |
| 3 | NVDA |
Nvidia Corp
|
200,000 | $40,018,000 | |
| 4 | QCOM |
Qualcomm Inc/De
|
210,000 | $38,805,900 | |
| 5 | MU |
Micron Technology Inc
|
30,000 | $34,628,700 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
90,000 | $31,911,300 | |
| 7 | AVGO |
Broadcom Inc.
|
45,000 | $16,998,750 |
All Filings in AMD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,568,250 | 75,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $35,396,820 | 174,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,846,080 | 88,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $43,683,300 | 270,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $90,816,000 | 640,000 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $11,485,600 | 70,000 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $6,154,709 | 34,100 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $22,627,435 | 153,500 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $18,579,574 | 180,700 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $18,590,112 | 163,200 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,194,232 | 63,200 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,650,486 | 71,800 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $23,573,704 | 215,600 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $31,024,840 | 215,600 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $25,272,240 | 245,600 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $18,973,860 | 202,000 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||