SEC 13F Intelligence

Rheos Capital Works Inc. / AVGO

Rheos Capital Works Inc.’s Broadcom Inc Position

Does Rheos Capital Works Inc. own Broadcom Inc (AVGO)? Yes — 107.5K shares worth $33M (+2.22% of its 13F portfolio) as of Q1 2026.

Position Value
$33M
Q1 2026
Shares
107.5K
% of Portfolio
+2.22%
Quarters Held
11
currently held

Position History AVGO

Reported value by quarter
Q3 ’23: $9MQ3 ’23Q4 ’23: $13MQ1 ’24: $22MQ1 ’24Q2 ’24: $8MQ3 ’24: $12MQ3 ’24Q4 ’24: $33MQ1 ’25: $26MQ1 ’25Q2 ’25: $58MQ3 ’25: $39MQ3 ’25Q4 ’25: $37MQ1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026107.5K$33M+2.22%
Q4 2025107.5K$37M+2.38%
Q3 2025117.0K$39M+2.16%
Q2 2025212.0K$58M+3.36%
Q1 2025158.0K$26M+2.15%
Q4 2024142.0K$33M+1.82%
Q3 202472.0K$12M+0.65%
Q2 20245.2K$8M+0.44%
Q1 202416.3K$22M+1.03%
Q4 202311.3K$13M+0.70%
Q3 202311.3K$9M+0.57%

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 AVGO.