SEC 13F Intelligence

Rheos Capital Works Inc. / ZS

Rheos Capital Works Inc.’s Zscaler Inc Position

Does Rheos Capital Works Inc. own Zscaler Inc (ZS)? Not currently — the last reported position was 79.0K shares worth $18M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$18M
Q4 2025
Shares
79.0K
% of Portfolio
+1.14%
Quarters Held
12
position exited

Position History ZS

Reported value by quarter
Q2 ’20: $5MQ2 ’20Q3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $3MQ2 ’22Q2 ’25: $29MQ3 ’25: $24MQ3 ’25Q4 ’25: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202579.0K$18M+1.14%
Q3 202579.0K$24M+1.32%
Q2 202591.0K$29M+1.64%
Q2 202219.8K$3M+0.22%
Q1 202219.8K$5M+0.23%
Q4 202119.8K$6M+0.28%
Q3 202119.8K$5M+0.27%
Q2 202115.3K$3M+0.17%
Q1 202115.3K$3M+0.17%
Q4 202015.3K$3M+0.22%
Q3 202015.3K$2M+0.18%
Q2 202044.3K$5M+0.34%

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 ZS.