Rheos Capital Works Inc. Purchases and Sells in Q2 2025

Rheos Capital Works Inc.

$1.74 Billion
Q2 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	63.6K + 119.55%	$855.86 - $1339.13 $54.4M - $85.2M	117K $156M
JOBY	2.65M + 58.18%	$5.33 - $10.55 $14.1M - $28M	7.21M $76M
UBER	235K + 43.12%	$64.62 - $93.3 $15.2M - $21.9M	780K $72.8M
AVGO	54K + 34.18%	$146.29 - $275.65 $7.9M - $14.9M	212K $58.4M
DIS	105K + 26.56%	$81.72 - $124.01 $8.58M - $13M	500K $62.1M
AMZN	63.5K + 24.97%	$167.32 - $223.3 $10.6M - $14.2M	318K $69.7M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	640K New	$78.21 - $143.81 $50.1M - $92M	640K $90.8M
SPOT	62K New	$503.3 - $775.9 $31.2M - $48.1M	62K $47.6M
CIRCLE INTERNET GROUP INC	250K New	N/A	250K $45.3M
LYFT	2.35M New	$9.97 - $17.21 $23.4M - $40.4M	2.35M $37M
MNDY	105K New	$217.77 - $314.48 $22.9M - $33M	105K $33M
ZS	91K New	$174.67 - $315.32 $15.9M - $28.7M	91K $28.6M

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TJX	-230K - 43.93%	$119.13 - $135.03 $27.4M - $31.1M	294K $36.3M
TTEK	-415K - 60.67%	$28.01 - $36.25 $11.6M - $15M	269K $9.67M
RTX	-65K - 30.09%	$113.75 - $148.48 $7.39M - $9.65M	151K $22M
LULU	-9K - 16.22%	$225.56 - $335.19 $2.03M - $3.02M	46.5K $11M
STX	-167K - 50.38%	$66.54 - $144.33 $11.1M - $24.1M	165K $23.7M
HLI	-25K - 41.39%	$141.59 - $182.75 $3.54M - $4.57M	35.4K $6.37M

Activity Summary All Purchases 29 New Holdings 15 Increased Positions 14 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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