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Disclosery

Rheos Capital Works Inc.: AVAV position timeline

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

Rheos Capital Works Inc. held 67,000 AVAV 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 67,000 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $11,060,000.

    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 67,000 shares
    Change vs previous 13F -73,000 shares

    0.82% of the 13F portfolio, value $12,264,000.

    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 140,000 shares
    Change vs previous 13F +20,000 shares

    2.17% of the 13F portfolio, value $33,865,000.

    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 120,000 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $37,787,000.

    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).