SEC 13F Intelligence

Rheos Capital Works Inc. / GOOG

Rheos Capital Works Inc.’s Alphabet Inc Position

Does Rheos Capital Works Inc. own Alphabet Inc (GOOG)? Yes100.0K shares worth $29M (+1.91% of its 13F portfolio) as of Q1 2026, down from 135.0K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
100.0K
% of Portfolio
+1.91%
Quarters Held
23
currently held

Position History GOOG

Reported value by quarter
Q3 ’19: $85MQ3 ’19Q4 ’19: $101MQ1 ’20: $8MQ2 ’20: $10MQ2 ’20Q3 ’20: $10MQ4 ’20: $12MQ1 ’21: $14MQ1 ’21Q2 ’21: $18MQ3 ’21: $19MQ4 ’21: $35MQ4 ’21Q1 ’22: $34MQ2 ’22: $22MQ3 ’22: $10MQ3 ’22Q4 ’22: $19MQ1 ’23: $19MQ4 ’23: $1MQ4 ’23Q1 ’24: $29MQ2 ’24: $62MQ3 ’24: $12MQ3 ’24Q4 ’24: $10MQ3 ’25: $26MQ4 ’25: $42MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.0K$29M+1.91%
Q4 2025135.0K$42M+2.72%
Q3 2025105.0K$26M+1.43%
Q4 202455.0K$10M+0.58%
Q3 202470.0K$12M+0.61%
Q2 2024340.0K$62M+3.27%
Q1 2024190.0K$29M+1.38%
Q4 202310.0K$1M+0.08%
Q1 2023184.8K$19M+1.07%
Q4 2022210.0K$19M+1.12%
Q3 2022100.0K$10M+0.65%
Q2 202210.0K$22M+1.64%
Q1 202212.0K$34M+1.61%
Q4 202112.0K$35M+1.52%
Q3 20217.0K$19M+0.96%
Q2 20217.0K$18M+0.89%
Q1 20217.0K$14M+0.96%
Q4 20207.0K$12M+0.89%
Q3 20207.0K$10M+0.84%
Q2 20207.0K$10M+0.69%
Q1 20206.5K$8M+0.80%
Q4 201975.6K$101M+10.41%
Q3 201970.0K$85M+9.70%

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 GOOG.