Rheos Capital Works Inc.

Position in RACE — Ferrari N.V.

CIK 1735445 Tokyo, M0

Position in RACE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$67,012,200

-$10,898,990 QoQ

Shares Held

180,000

-21.8% QoQ

Ownership

0.102%

of shares outstanding

% of Portfolio

3.85%

of 13F equity value

Holder Rank

#62

of 702 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Rheos Capital Works Inc. holds $94,351,200 across 2 Auto Manufacturers names. RACE ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	RACE	Ferrari N.V. This page	180,000	$67,012,200
2	TSLA	Tesla, Inc.	65,000	$27,339,000

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,012,200	180,000	-21.8%	Shares	Sole	2026-08-07
2026-03-31	$77,911,190	230,200	0.0%	Shares	Sole	2026-05-08
2025-12-31	$85,072,712	230,200	+7.0%	Shares	Sole	2026-01-21
2025-09-30	$104,419,344	215,200	+33.1%	Shares	Sole	2025-10-22
2025-06-30	$79,352,658	161,700	+14.1%	Shares	Sole	2025-07-28
2025-03-31	$60,630,596	141,700	0.0%	Shares	Sole	2025-04-14
2024-12-31	$60,199,828	141,700	+26.9%	Shares	Sole	2025-01-24
2024-09-30	$52,511,287	111,700	+30.3%	Shares	Sole	2024-10-16
2024-06-30	$34,997,309	85,700	-54.1%	Shares	Sole	2024-07-24
2024-03-31	$81,389,998	186,700	-18.2%	Shares	Sole	2024-04-11
2023-12-31	$77,229,726	228,200	0.0%	Shares	Sole	2024-01-16
2023-09-30	$67,442,228	228,200	0.0%	Shares	Sole	2023-10-17
2023-06-30	$74,212,922	228,200	+17.3%	Shares	Sole	2023-08-02
2023-03-31	$52,724,924	194,600	+15.1%	Shares	Sole	2023-05-03
2022-12-31	$36,224,602	169,100	+78.8%	Shares	Sole	2023-02-02
2022-09-30	$17,501,000	94,600	+42.0%	Shares	Sole	2022-11-09
2022-06-30	$12,219,768	66,600	0.0%	Shares	Sole	2022-07-29
2022-03-31	$14,524,794	66,600	0.0%	Shares	Sole	2022-05-02
2021-12-31	$17,237,412	66,600	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.