Rheos Capital Works Inc.

Position in LRCX — Lam Research Corp

CIK 1735445 Tokyo, M0

Position in LRCX

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

Position Value

$20,583,175

+$10,434,325 QoQ

Shares Held

47,500

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#605

of 3,103 holders

Holding Since

Sep 2020

13 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. LRCX ranks #4 (16.7% 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	11,600	$23,077,502
3	KLAC	Kla Corp	72,000	$21,723,120
4	LRCX	Lam Research Corp This page	47,500	$20,583,175
5	TER	Teradyne, Inc	30,000	$14,515,200

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,583,175	47,500	0.0%	Shares	Sole	2026-08-07
2026-03-31	$10,148,850	47,500	-52.3%	Shares	Sole	2026-05-08
2025-12-31	$17,032,410	99,500	+350.2%	Shares	Sole	2026-01-21
2022-12-31	$9,288,630	22,100	+88.9%	Shares	Sole	2023-02-02
2022-09-30	$4,282,200	11,700	-49.6%	Shares	Sole	2022-11-09
2022-06-30	$9,886,680	23,200	0.0%	Shares	Sole	2022-07-29
2022-03-31	$12,472,552	23,200	0.0%	Shares	Sole	2022-05-02
2021-12-31	$16,684,280	23,200	0.0%	Shares	Sole	2022-01-21
2021-09-30	$13,204,280	23,200	0.0%	Shares	Sole	2021-10-21
2021-06-30	$15,096,240	23,200	0.0%	Shares	Sole	2021-07-26
2021-03-31	$13,809,568	23,200	+7.9%	Shares	Sole	2021-04-26
2020-12-31	$10,153,805	21,500	+258.3%	Shares	Sole	2021-02-12
2020-09-30	$1,990,500	6,000	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.