Rheos Capital Works Inc.

Position in KLAC — Kla Corp

CIK 1735445 Tokyo, M0

Position in KLAC

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

Position Value

$21,723,120

+$11,121,768 QoQ

Shares Held

72,000

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#489

of 2,471 holders

Holding Since

Sep 2025

4 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. KLAC ranks #3 (17.6% 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	11,600	$23,077,502
3	KLAC	Kla Corp This page	72,000	$21,723,120
4	LRCX	Lam Research Corp	47,500	$20,583,175
5	TER	Teradyne, Inc	30,000	$14,515,200

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,723,120	72,000	+900.0%	Shares	Sole	2026-08-07
2026-03-31	$10,601,352	7,200	-48.6%	Shares	Sole	2026-05-08
2025-12-31	$17,011,120	14,000	+16.7%	Shares	Sole	2026-01-21
2025-09-30	$12,943,200	12,000	—	Shares	Sole	2025-10-22
No filing history on record for this holder in this stock.