Rheos Capital Works Inc.

Position in TER — Teradyne, Inc

CIK 1735445 Tokyo, M0

Position in TER

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

Position Value

$14,515,200

+$7,696,620 QoQ

Shares Held

30,000

+30.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#281

of 1,417 holders

Holding Since

Jun 2023

7 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. TER ranks #5 (11.8% 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	47,500	$20,583,175
5	TER	Teradyne, Inc This page	30,000	$14,515,200

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,515,200	30,000	+30.4%	Shares	Sole	2026-08-07
2026-03-31	$6,818,580	23,000	-63.5%	Shares	Sole	2026-05-08
2025-12-31	$12,194,280	63,000	-64.0%	Shares	Sole	2026-01-21
2025-09-30	$24,087,000	175,000	+92.7%	Shares	Sole	2025-10-22
2023-12-31	$9,853,616	90,800	0.0%	Shares	Sole	2024-01-16
2023-09-30	$9,121,768	90,800	-9.2%	Shares	Sole	2023-10-17
2023-06-30	$11,133,000	100,000	—	Shares	Sole	2023-08-02
No filing history on record for this holder in this stock.