Rheos Capital Works Inc. Purchases and Sells in Q3 2025

Rheos Capital Works Inc.

$1.79 Billion
Q3 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BA	330K + 310.15%	$209.79 - $237.38 $69.2M - $78.3M	436K $94.2M
NVDA	261K + 248.86%	$153.3 - $186.58 $40.1M - $48.8M	366K $68.3M
NTNX	400K + 285.71%	$66.06 - $81.12 $26.4M - $32.4M	540K $40.2M
RACE	53.5K + 33.09%	$436.24 - $517.65 $23.3M - $27.7M	215K $104M
SNOW	105K + 102.94%	$191.73 - $241.0 $20.1M - $25.3M	207K $46.7M
AMZN	95K + 29.89%	$211.65 - $238.24 $20.1M - $22.6M	413K $90.6M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DHI	410K New	$129.82 - $184.04 $53.2M - $75.5M	410K $69.5M
APP	88K New	$335.1 - $718.54 $29.5M - $63.2M	88K $63.2M
BIDU	322K New	$85.86 - $137.83 $27.6M - $44.4M	322K $42.4M
AVAV	120K New	$226.08 - $314.89 $27.1M - $37.8M	120K $37.8M
CAT	70K New	$390.92 - $477.15 $27.4M - $33.4M	70K $33.4M
SHOP	188K New	$112.11 - $157.12 $21.1M - $29.5M	188K $27.9M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	-109K - 93.58%	$1147.87 - $1297.18 $125M - $142M	7.5K $8.99M
AMD	-370K - 57.81%	$134.8 - $184.42 $49.9M - $68.2M	270K $43.7M
DIS	-300K - 59.95%	$112.25 - $124.0 $33.7M - $37.2M	200K $22.9M
SPOT	-49K - 79.03%	$620.01 - $738.53 $30.4M - $36.2M	13K $9.07M
JOBY	-4.76M - 66.07%	$9.81 - $20.39 $46.7M - $97.1M	2.45M $39.5M
UBER	-330K - 42.31%	$86.91 - $99.57 $28.7M - $32.9M	450K $44.1M

Activity Summary All Purchases 32 New Holdings 13 Increased Positions 19 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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