Rheos Capital Works Inc.

Position in ARM — Arm Holdings PLC /Uk

CIK 1735445 Tokyo, M0

Position in ARM

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

Position Value

$31,911,300

+$3,228,612 QoQ

Shares Held

90,000

-52.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#120

of 955 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Rheos Capital Works Inc. holds $253,405,100 across 7 Semiconductors names. ARM ranks #6 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTC	Intel Corp	340,000	$47,474,200
2	AMD	Advanced Micro Devices Inc	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 This page	90,000	$31,911,300
7	AVGO	Broadcom Inc.	45,000	$16,998,750

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,911,300	90,000	-52.5%	Shares	Sole	2026-08-07
2026-03-31	$28,682,688	189,600	+5.6%	Shares	Sole	2026-05-08
2025-12-31	$19,632,076	179,600	+20.1%	Shares	Sole	2026-01-21
2025-09-30	$21,166,904	149,600	+15.1%	Shares	Sole	2025-10-22
2025-06-30	$21,026,200	130,000	-46.9%	Shares	Sole	2025-07-28
2024-12-31	$30,210,864	244,900	+29.6%	Shares	Sole	2025-01-24
2024-09-30	$27,014,589	188,900	-29.8%	Shares	Sole	2024-10-16
2024-06-30	$43,997,418	268,900	+4.7%	Shares	Sole	2024-07-24
2024-03-31	$32,109,931	256,900	+48.1%	Shares	Sole	2024-04-11
2023-12-31	$13,037,657	173,500	+92.8%	Shares	Sole	2024-01-16
2023-09-30	$4,816,800	90,000	—	Shares	Sole	2023-10-17
No filing history on record for this holder in this stock.