SEC 13F Intelligence

Rheos Capital Works Inc. / QCOM

Rheos Capital Works Inc.’s Qualcomm Inc Position

Does Rheos Capital Works Inc. own Qualcomm Inc (QCOM)? Not currently — the last reported position was 150.0K shares worth $23M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$23M
Q4 2024
Shares
150.0K
% of Portfolio
+1.28%
Quarters Held
21
position exited

Position History QCOM

Reported value by quarter
Q4 ’19: $112MQ4 ’19Q1 ’20: $28MQ2 ’20: $40MQ3 ’20: $49MQ3 ’20Q4 ’20: $63MQ1 ’21: $55MQ2 ’21: $59MQ2 ’21Q3 ’21: $54MQ4 ’21: $70MQ1 ’22: $38MQ1 ’22Q2 ’22: $15MQ3 ’22: $13MQ4 ’22: $13MQ4 ’22Q1 ’23: $15MQ2 ’23: $14MQ3 ’23: $18MQ3 ’23Q4 ’23: $84MQ1 ’24: $95MQ2 ’24: $99MQ2 ’24Q3 ’24: $42MQ4 ’24: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024150.0K$23M+1.28%
Q3 2024249.4K$42M+2.21%
Q2 2024499.4K$99M+5.21%
Q1 2024562.4K$95M+4.56%
Q4 2023577.9K$84M+4.62%
Q3 2023157.9K$18M+1.06%
Q2 2023115.4K$14M+0.74%
Q1 2023115.4K$15M+0.82%
Q4 2022115.4K$13M+0.76%
Q3 2022115.4K$13M+0.88%
Q2 2022115.4K$15M+1.11%
Q1 2022245.4K$38M+1.80%
Q4 2021385.4K$70M+3.08%
Q3 2021415.4K$54M+2.76%
Q2 2021415.4K$59M+3.00%
Q1 2021415.4K$55M+3.64%
Q4 2020415.4K$63M+4.60%
Q3 2020415.4K$49M+3.99%
Q2 2020435.9K$40M+2.78%
Q1 2020414.7K$28M+2.98%
Q4 20191.27M$112M+11.58%

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 QCOM.