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Disclosery

Rheos Capital Works Inc.: AVGO position timeline

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

Rheos Capital Works Inc. held 45,000 AVGO 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 45,000 shares
    Change vs previous 13F -62,500 shares

    0.97% of the 13F portfolio, value $16,999,000.

    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 107,500 shares
    Change vs previous 13F 0 shares

    2.22% of the 13F portfolio, value $33,272,000.

    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 107,500 shares
    Change vs previous 13F -9,500 shares

    2.38% of the 13F portfolio, value $37,206,000.

    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 117,000 shares
    Change vs previous 13F -95,000 shares

    2.16% of the 13F portfolio, value $38,599,000.

    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 212,000 shares
    Change vs previous 13F +54,000 shares

    3.36% of the 13F portfolio, value $58,438,000.

    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 ended2025-03-31
    13F 158,000 shares
    Change vs previous 13F +16,000 shares

    2.15% of the 13F portfolio, value $26,454,000.

    13F-HR 0001099910-25-000127 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).

  7. period ended2024-12-31
    13F 142,000 shares
    Change vs previous 13F +70,000 shares

    1.82% of the 13F portfolio, value $32,921,000.

    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).

  8. period ended2024-09-30
    13F 72,000 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $12,420,000.

    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).