Rheos Capital Works Inc.

Position in ASML — Asml Holding NV

CIK 1735445 Tokyo, M0

Position in ASML

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

Position Value

$23,077,502

+$7,755,874 QoQ

Shares Held

11,600

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#357

of 2,476 holders

Holding Since

Jun 2021

16 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. ASML ranks #2 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	60,000	$43,380,000
2	ASML	Asml Holding NV This page	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

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,077,502	11,600	0.0%	Shares	Sole	2026-08-07
2026-03-31	$15,321,628	11,600	+182.9%	Shares	Sole	2026-05-08
2025-12-31	$4,386,426	4,100	-42.3%	Shares	Sole	2026-01-21
2024-06-30	$7,261,383	7,100	-53.0%	Shares	Sole	2024-07-24
2024-03-31	$14,654,097	15,100	-46.8%	Shares	Sole	2024-04-11
2023-12-31	$21,496,528	28,400	0.0%	Shares	Sole	2024-01-16
2023-09-30	$16,717,944	28,400	-15.2%	Shares	Sole	2023-10-17
2023-06-30	$24,279,125	33,500	0.0%	Shares	Sole	2023-08-02
2023-03-31	$22,803,785	33,500	0.0%	Shares	Sole	2023-05-03
2022-12-31	$18,304,400	33,500	0.0%	Shares	Sole	2023-02-02
2022-09-30	$13,914,225	33,500	0.0%	Shares	Sole	2022-11-09
2022-06-30	$15,941,980	33,500	0.0%	Shares	Sole	2022-07-29
2022-03-31	$22,375,655	33,500	0.0%	Shares	Sole	2022-05-02
2021-12-31	$26,670,690	33,500	0.0%	Shares	Sole	2022-01-21
2021-09-30	$24,961,185	33,500	+13.6%	Shares	Sole	2021-10-21
2021-06-30	$20,379,780	29,500	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.