SEC 13F Intelligence

Rheos Capital Works Inc. / LLY

Rheos Capital Works Inc.’s Eli Lilly & Co Position

Does Rheos Capital Works Inc. own Eli Lilly & Co (LLY)? Not currently — the last reported position was 27.0K shares worth $21M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$21M
Q4 2024
Shares
27.0K
% of Portfolio
+1.16%
Quarters Held
5
position exited

Position History LLY

Reported value by quarter
Q4 ’23: $50MQ4 ’23Q1 ’24: $88MQ1 ’24Q2 ’24: $56MQ2 ’24Q3 ’24: $24MQ3 ’24Q4 ’24: $21MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202427.0K$21M+1.16%
Q3 202427.0K$24M+1.25%
Q2 202461.4K$56M+2.91%
Q1 2024113.0K$88M+4.21%
Q4 202385.0K$50M+2.74%

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 LLY.