Position in AVGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,998,750
-$16,273,575 QoQ
Shares Held
45,000
-58.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,178
of 4,764 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO 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. AVGO ranks #7 (6.7% 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
|
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.
This page
|
45,000 | $16,998,750 |
All Filings in AVGO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,998,750 | 45,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,272,325 | 107,500 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $37,205,750 | 107,500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $38,599,470 | 117,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $58,437,800 | 212,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $26,453,940 | 158,000 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $32,921,280 | 142,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,420,000 | 72,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,348,756 | 5,200 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $21,604,183 | 16,300 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $12,613,625 | 11,300 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $9,385,554 | 11,300 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||