Rheos Capital Works Inc. - Q12026 Holdings

Rheos Capital Works Inc. holds 73 stocks with a total portfolio value of $ 1.5M as of Q12026. In Q12026, Rheos Capital Works Inc. added 15 new positions, increased stakes in 13 stocks, reduced 16 holdings, and fully exited 9 positions. The largest holding is Ferrari NV (RACE), representing 5.20% of the total portfolio.