Rheos Capital Works Inc.

Position in MSFT — Microsoft Corp

CIK 1735445 Tokyo, M0

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Position in MSFT

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

Position Value

$37,302,000

-$7,118,400 QoQ

Shares Held

100,000

-16.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.14%

of 13F equity value

Holder Rank

#1,227

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Rheos Capital Works Inc. holds $99,697,340 across 5 Software - Infrastructure names. MSFT ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	100,000	$37,302,000
2	NET	Cloudflare, Inc.	100,000	$24,528,000
3	CRWD	CrowdStrike Holdings, Inc.	100,000	$19,078,500
4	MDB	MongoDB, Inc.	40,000	$13,436,000
5	SNPS	Synopsys Inc	12,000	$5,352,840

All Filings in MSFT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,302,000	100,000	-16.7%	Shares	Sole	2026-08-07
2026-03-31	$44,420,400	120,000	+40.7%	Shares	Sole	2026-05-08
2025-12-31	$41,252,786	85,300	-20.9%	Shares	Sole	2026-01-21
2025-09-30	$55,835,010	107,800	-5.7%	Shares	Sole	2025-10-22
2025-06-30	$56,853,963	114,300	+11.7%	Shares	Sole	2025-07-28
2025-03-31	$38,402,397	102,300	-37.0%	Shares	Sole	2025-04-14
2024-12-31	$68,409,450	162,300	+0.6%	Shares	Sole	2025-01-24
2024-09-30	$69,407,390	161,300	-29.7%	Shares	Sole	2024-10-16
2024-06-30	$102,485,635	229,300	-42.4%	Shares	Sole	2024-07-24
2024-03-31	$167,362,416	397,800	-17.9%	Shares	Sole	2024-04-11
2023-12-31	$182,153,776	484,400	+68.0%	Shares	Sole	2024-01-16
2023-09-30	$91,062,300	288,400	-4.9%	Shares	Sole	2023-10-17
2023-06-30	$103,319,836	303,400	+51.0%	Shares	Sole	2023-08-02
2023-03-31	$57,919,470	200,900	-49.7%	Shares	Sole	2023-05-03
2022-12-31	$95,712,162	399,100	+165.4%	Shares	Sole	2023-02-02
2022-09-30	$35,028,160	150,400	0.0%	Shares	Sole	2022-11-09
2022-06-30	$38,627,232	150,400	-59.4%	Shares	Sole	2022-07-29
2022-03-31	$114,198,024	370,400	0.0%	Shares	Sole	2022-05-02
2021-12-31	$124,572,928	370,400	-13.7%	Shares	Sole	2022-01-21
2021-09-30	$120,943,680	429,000	-10.4%	Shares	Sole	2021-10-21
2021-06-30	$129,761,100	479,000	+45.6%	Shares	Sole	2021-07-26
2021-03-31	$77,568,330	329,000	+6.4%	Shares	Sole	2021-04-26
2020-12-31	$68,794,506	309,300	0.0%	Shares	Sole	2021-02-12
2020-09-30	$65,055,069	309,300	-53.1%	Shares	Sole	2020-10-13
2020-06-30	$134,174,143	659,300	+163.3%	Shares	Sole	2020-08-07
2020-03-31	$39,490,584	250,400	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.