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Disclosery

Rheos Capital Works Inc.: AMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rheos Capital Works Inc. on AMD, newest first. How the timeline and the estimate are built.

Rheos Capital Works Inc. held 75,000 AMD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,000 shares
    Change vs previous 13F -99,000 shares

    2.48% of the 13F portfolio, value $43,568,000.

    13F-HR 0001099910-26-000246 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 174,000 shares
    Change vs previous 13F +86,000 shares

    2.36% of the 13F portfolio, value $35,397,000.

    13F-HR 0001099910-26-000174 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 88,000 shares
    Change vs previous 13F -182,000 shares

    1.21% of the 13F portfolio, value $18,846,000.

    13F-HR 0001099910-26-000042 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 270,000 shares
    Change vs previous 13F -370,000 shares

    2.44% of the 13F portfolio, value $43,683,000.

    13F-HR 0001099910-25-000235 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 640,000 shares
    Change vs previous 13F +640,000 shares

    5.22% of the 13F portfolio, value $90,816,000.

    13F-HR 0001099910-25-000198 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -70,000 shares

    13F-HR 0001099910-25-000049 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 70,000 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $11,486,000.

    13F-HR 0001099910-24-000348 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).