Institutions / Rheos Capital Works Inc. / Activity
Activity — Rheos Capital Works Inc.
15 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Netflix Inc Common stock | $21.4K | +300K +400.00% | 375,000 1.53% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $18.4K | +77K +62.87% | 200,000 2.72% of portfolio | low |
| Q2 2026 as of | Add | Kla Corp Common stock | $17.5K | +58K +414.29% | 72,000 1.24% of portfolio | low |
| Q2 2026 as of | Add | N07059210 Common stock | $14.9K | +8K +182.93% | 11,600 1.32% of portfolio | low |
| Q2 2026 as of | Add | Intel Corp Common stock | $12.6K | +90K +36.00% | 340,000 2.71% of portfolio | low |
| Q2 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $7.6K | +8K +48.39% | 23,000 1.33% of portfolio | low |
| Q2 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $7.2K | +75K +125.00% | 135,000 0.74% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $5.5K | +15K +17.23% | 100,000 2.13% of portfolio | low |
| Q2 2026 as of | Add | Ollie's Bargain Outlet Holdings, Inc. Common stock | $4.4K | +57K +26.76% | 270,000 1.18% of portfolio | low |
| Q2 2026 as of | Add | MercadoLibre, Inc. Common stock | $3.4K | +2K +22.22% | 11,000 1.06% of portfolio | low |
| Q2 2026 as of | Add | Baker Hughes Co Common stock | $2.8K | +50K +17.24% | 340,000 1.08% of portfolio | low |
| Q2 2026 as of | Add | Blackstone Inc Common stock | $2.5K | +22K +31.39% | 90,000 0.60% of portfolio | low |
| Q2 2026 as of | Add | Walt Disney Co Common stock | $1.9K | +20K +9.78% | 220,000 1.21% of portfolio | low |
| Q2 2026 as of | Add | American Express Co Common stock | $1.8K | +5K +14.44% | 42,000 0.81% of portfolio | low |
| Q2 2026 as of | Add | Cisco Systems, Inc. Common stock | $1.8K | +15K +9.68% | 170,000 1.14% of portfolio | low |