SEC 13F Intelligence

Rheos Capital Works Inc. / RACE

Rheos Capital Works Inc.’s Ferrari N V Position

Does Rheos Capital Works Inc. own Ferrari N V (RACE)? Yes230.2K shares worth $78M (+5.20% of its 13F portfolio) as of Q1 2026.

Position Value
$78M
Q1 2026
Shares
230.2K
% of Portfolio
+5.20%
Quarters Held
18
currently held

Position History RACE

Reported value by quarter
Q4 ’21: $17MQ4 ’21Q1 ’22: $15MQ2 ’22: $12MQ3 ’22: $18MQ3 ’22Q4 ’22: $36MQ1 ’23: $53MQ2 ’23: $74MQ2 ’23Q3 ’23: $67MQ4 ’23: $77MQ1 ’24: $81MQ1 ’24Q2 ’24: $35MQ3 ’24: $53MQ4 ’24: $60MQ4 ’24Q1 ’25: $61MQ2 ’25: $79MQ3 ’25: $104MQ3 ’25Q4 ’25: $85MQ1 ’26: $78Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026230.2K$78M+5.20%
Q4 2025230.2K$85M+5.45%
Q3 2025215.2K$104M+5.84%
Q2 2025161.7K$79M+4.56%
Q1 2025141.7K$61M+4.94%
Q4 2024141.7K$60M+3.34%
Q3 2024111.7K$53M+2.74%
Q2 202485.7K$35M+1.83%
Q1 2024186.7K$81M+3.90%
Q4 2023228.2K$77M+4.26%
Q3 2023228.2K$67M+4.06%
Q2 2023228.2K$74M+3.99%
Q1 2023194.6K$53M+2.93%
Q4 2022169.1K$36M+2.18%
Q3 202294.6K$18M+1.18%
Q2 202266.6K$12M+0.92%
Q1 202266.6K$15M+0.70%
Q4 202166.6K$17M+0.75%

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 RACE.