SEC 13F Intelligence

Rheos Capital Works Inc. / ARM

Rheos Capital Works Inc.’s Arm Holdings PLC Position

Does Rheos Capital Works Inc. own Arm Holdings PLC (ARM)? Yes — 189.6K shares worth $29M (+1.91% of its 13F portfolio) as of Q1 2026, up from 179.6K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
189.6K
% of Portfolio
+1.91%
Quarters Held
10
currently held

Position History ARM

Reported value by quarter
Q3 ’23: $5MQ3 ’23Q4 ’23: $13MQ1 ’24: $32MQ1 ’24Q2 ’24: $44MQ3 ’24: $27MQ3 ’24Q4 ’24: $30MQ2 ’25: $21MQ2 ’25Q3 ’25: $21MQ4 ’25: $20MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026189.6K$29M+1.91%
Q4 2025179.6K$20M+1.26%
Q3 2025149.6K$21M+1.18%
Q2 2025130.0K$21M+1.21%
Q4 2024244.9K$30M+1.67%
Q3 2024188.9K$27M+1.41%
Q2 2024268.9K$44M+2.30%
Q1 2024256.9K$32M+1.54%
Q4 2023173.5K$13M+0.72%
Q3 202390.0K$5M+0.29%

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 ARM.