Position in QCOM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$38,805,900
+$15,762,900 QoQ
Shares Held
210,000
+40.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#296
of 3,012 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QCOM 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. QCOM ranks #4 (15.3% 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
This page
|
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.
|
45,000 | $16,998,750 |
All Filings in QCOM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,805,900 | 210,000 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $23,043,000 | 150,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $42,410,470 | 249,400 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $99,470,492 | 499,400 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $95,214,320 | 562,400 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $83,581,677 | 577,900 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $17,536,374 | 157,900 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $13,737,216 | 115,400 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $14,722,732 | 115,400 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $12,687,076 | 115,400 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $13,037,892 | 115,400 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,741,196 | 115,400 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $37,502,028 | 245,400 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $70,478,098 | 385,400 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $53,578,292 | 415,400 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $59,373,122 | 415,400 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $55,077,886 | 415,400 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $63,282,036 | 415,400 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $48,884,272 | 415,400 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $39,758,439 | 435,900 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $28,054,455 | 414,700 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||