Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$34,628,700
+$13,799,450 QoQ
Shares Held
30,000
-82.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#671
of 3,878 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU 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. MU ranks #5 (13.7% 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
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|
30,000 | $34,628,700 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
90,000 | $31,911,300 | |
| 7 | AVGO |
Broadcom Inc.
|
45,000 | $16,998,750 |
All Filings in MU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,628,700 | 30,000 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $20,829,250 | 169,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $14,684,410 | 169,000 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,856,640 | 129,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,408,100 | 110,000 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $15,891,572 | 134,800 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $24,449,910 | 286,500 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $19,490,595 | 286,500 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $21,078,740 | 334,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,068,560 | 84,000 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $13,584,564 | 271,800 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,565,100 | 151,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,347,280 | 151,000 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $11,761,390 | 151,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,065,650 | 151,000 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,717,980 | 151,000 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||