SEC 13F Intelligence

Rheos Capital Works Inc. / NVDA

Rheos Capital Works Inc.’s Nvidia Corporation Position

Does Rheos Capital Works Inc. own Nvidia Corporation (NVDA)? Yes — 281.3K shares worth $49M (+3.27% of its 13F portfolio) as of Q1 2026.

Position Value
$49M
Q1 2026
Shares
281.3K
% of Portfolio
+3.27%
Quarters Held
21
currently held

Position History NVDA

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $4MQ2 ’20: $12MQ3 ’20: $14MQ3 ’20Q4 ’20: $16MQ1 ’21: $17MQ2 ’21: $25MQ2 ’21Q3 ’21: $26MQ4 ’21: $6MQ1 ’22: $12MQ1 ’22Q1 ’23: $12MQ3 ’23: $18MQ4 ’23: $97MQ4 ’23Q1 ’24: $145MQ2 ’24: $115MQ3 ’24: $39MQ3 ’24Q4 ’24: $49MQ2 ’25: $17MQ3 ’25: $68MQ3 ’25Q4 ’25: $52MQ1 ’26: $49Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026281.3K$49M+3.27%
Q4 2025281.3K$52M+3.36%
Q3 2025366.3K$68M+3.82%
Q2 2025105.0K$17M+0.95%
Q4 2024365.5K$49M+2.72%
Q3 2024320.0K$39M+2.03%
Q2 2024930.0K$115M+6.02%
Q1 2024160.5K$145M+6.94%
Q4 2023195.8K$97M+5.35%
Q3 202341.8K$18M+1.09%
Q1 202343.1K$12M+0.67%
Q1 202243.6K$12M+0.57%
Q4 202121.1K$6M+0.27%
Q3 2021125.2K$26M+1.34%
Q2 202131.3K$25M+1.26%
Q1 202131.3K$17M+1.11%
Q4 202031.3K$16M+1.19%
Q3 202025.8K$14M+1.14%
Q2 202030.4K$12M+0.81%
Q1 202013.5K$4M+0.38%
Q4 201910.3K$2M+0.25%

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 NVDA.