SEC 13F Intelligence

Rheos Capital Works Inc. / MU

Rheos Capital Works Inc.’s Micron Technology Inc Position

Does Rheos Capital Works Inc. own Micron Technology Inc (MU)? Not currently — the last reported position was 169.0K shares worth $21M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$21M
Q2 2025
Shares
169.0K
% of Portfolio
+1.20%
Quarters Held
15
position exited

Position History MU

Reported value by quarter
Q3 ’21: $11MQ3 ’21Q4 ’21: $14MQ1 ’22: $12MQ1 ’22Q2 ’22: $8MQ3 ’22: $8MQ3 ’22Q4 ’22: $14MQ1 ’23: $5MQ1 ’23Q2 ’23: $21MQ3 ’23: $19MQ3 ’23Q4 ’23: $24MQ1 ’24: $16MQ1 ’24Q3 ’24: $11MQ4 ’24: $11MQ4 ’24Q1 ’25: $15MQ2 ’25: $21MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025169.0K$21M+1.20%
Q1 2025169.0K$15M+1.20%
Q4 2024129.0K$11M+0.60%
Q3 2024110.0K$11M+0.60%
Q1 2024134.8K$16M+0.76%
Q4 2023286.5K$24M+1.35%
Q3 2023286.5K$19M+1.17%
Q2 2023334.0K$21M+1.13%
Q1 202384.0K$5M+0.28%
Q4 2022271.8K$14M+0.82%
Q3 2022151.0K$8M+0.51%
Q2 2022151.0K$8M+0.63%
Q1 2022151.0K$12M+0.57%
Q4 2021151.0K$14M+0.61%
Q3 2021151.0K$11M+0.55%

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 MU.