SEC 13F Intelligence

Rheos Capital Works Inc. / CSCO

Rheos Capital Works Inc.’s Cisco Sys Inc Position

Does Rheos Capital Works Inc. own Cisco Sys Inc (CSCO)? Yes — 155.0K shares worth $12M (+0.80% of its 13F portfolio) as of Q1 2026.

Position Value
$12M
Q1 2026
Shares
155.0K
% of Portfolio
+0.80%
Quarters Held
11
currently held

Position History CSCO

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $11MQ3 ’23Q4 ’23: $10MQ3 ’24: $24MQ3 ’24Q4 ’24: $26MQ1 ’25: $20MQ1 ’25Q2 ’25: $29MQ3 ’25: $22MQ3 ’25Q4 ’25: $12MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026155.0K$12M+0.80%
Q4 2025155.0K$12M+0.77%
Q3 2025325.0K$22M+1.24%
Q2 2025425.0K$29M+1.70%
Q1 2025325.0K$20M+1.63%
Q4 2024445.0K$26M+1.46%
Q3 2024445.0K$24M+1.24%
Q4 2023196.3K$10M+0.55%
Q3 2023196.3K$11M+0.64%
Q2 202374.8K$4M+0.21%
Q1 202374.8K$4M+0.22%

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 CSCO.