SEC 13F Intelligence

Rheos Capital Works Inc. / AMD

Rheos Capital Works Inc.’s Advanced Micro Devices Inc Position

Does Rheos Capital Works Inc. own Advanced Micro Devices Inc (AMD)? Yes174.0K shares worth $35M (+2.36% of its 13F portfolio) as of Q1 2026, up from 88.0K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
174.0K
% of Portfolio
+2.36%
Quarters Held
15
currently held

Position History AMD

Reported value by quarter
Q2 ’21: $19MQ2 ’21Q3 ’21: $25MQ4 ’21: $31MQ4 ’21Q1 ’22: $24MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $19MQ2 ’23Q3 ’23: $19MQ4 ’23: $23MQ4 ’23Q1 ’24: $6MQ3 ’24: $11MQ3 ’24Q2 ’25: $91MQ3 ’25: $44MQ3 ’25Q4 ’25: $19MQ1 ’26: $35MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026174.0K$35M+2.36%
Q4 202588.0K$19M+1.21%
Q3 2025270.0K$44M+2.44%
Q2 2025640.0K$91M+5.22%
Q3 202470.0K$11M+0.60%
Q1 202434.1K$6M+0.29%
Q4 2023153.5K$23M+1.25%
Q3 2023180.7K$19M+1.12%
Q2 2023163.2K$19M+1.00%
Q1 202363.2K$6M+0.34%
Q4 202271.8K$5M+0.28%
Q1 2022215.6K$24M+1.13%
Q4 2021215.6K$31M+1.35%
Q3 2021245.6K$25M+1.30%
Q2 2021202.0K$19M+0.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rheos Capital Works Inc.’s full portfolio or all institutional holders of AMD.