SEC 13F Intelligence

Rheos Capital Works Inc. / BA

Rheos Capital Works Inc.’s Boeing Co Position

Does Rheos Capital Works Inc. own Boeing Co (BA)? Yes — 150.0K shares worth $30M (+1.99% of its 13F portfolio) as of Q1 2026, down from 211.4K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
150.0K
% of Portfolio
+1.99%
Quarters Held
9
currently held

Position History BA

Reported value by quarter
Q1 ’22: $23MQ1 ’22Q4 ’23: $12MQ3 ’24: $9MQ3 ’24Q4 ’24: $5MQ1 ’25: $10MQ1 ’25Q2 ’25: $22MQ3 ’25: $94MQ3 ’25Q4 ’25: $46MQ1 ’26: $30MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026150.0K$30M+1.99%
Q4 2025211.4K$46M+2.94%
Q3 2025436.4K$94M+5.27%
Q2 2025106.4K$22M+1.28%
Q1 202556.4K$10M+0.78%
Q4 202426.4K$5M+0.26%
Q3 202459.0K$9M+0.47%
Q4 202346.0K$12M+0.66%
Q1 2022120.0K$23M+1.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rheos Capital Works Inc.’s full portfolio or all institutional holders of BA.