Shuichiro Tanaka

Rheos Capital Works Inc.

Assets Managed

$1.498B

Holdings

Last Quarter

2026 - Q1

Filed Date

22d ago

Growth Rate

-3.97%(2Q avg: -8.33%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rheos Capital Works Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Rheos Capital Works Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.498B in assets, with a quarterly growth rate of -3.97% and a 2-quarter average growth rate of -8.33%. The portfolio is managed by Shuichiro Tanaka, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
RACE Ferrari Nv Recent Activity	5.21%	$77.911M 230,200 shares@ $338.45 avg price
AMZN Amazon.com Inc Recent Activity Increased 122.15%	3.8%	$56.816M 272,800 shares@ $208.27 avg price	Increased 122.15%
BJ Bj's Wholesale Club Holdings Recent Activity New Position	3.62%	$54.131M 550,000 shares@ $98.42 avg price	New Position
CAT Caterpillar Inc Recent Activity Decreased -27.83%	3.32%	$49.592M 70,000 shares@ $708.46 avg price	Decreased -27.83%
NVDA Nvidia Corp Recent Activity	3.28%	$49.059M 281,300 shares@ $174.41 avg price
MSFT Microsoft Corp Recent Activity Increased 40.68%	2.97%	$44.42M 120,000 shares@ $370.17 avg price	Increased 40.68%
META Meta Platforms Inc-class A Recent Activity Decreased -64.16%	2.93%	$43.768M 76,500 shares@ $572.14 avg price	Decreased -64.16%
BIDU Baidu Inc - Spon Adr Recent Activity	2.62%	$39.22M 352,000 shares@ $111.43 avg price
NFLX Netflix Inc Recent Activity Increased 400%	2.41%	$36.056M 375,000 shares@ $96.15 avg price	Increased 400%
DHI Dr Horton Inc Recent Activity Decreased -36.58%	2.39%	$35.677M 260,000 shares@ $137.22 avg price	Decreased -36.58%

1-10 of 73