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Disclosery

Rheos Capital Works Inc.: BABA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rheos Capital Works Inc. on BABA, newest first. How the timeline and the estimate are built.

Rheos Capital Works Inc. held 135,000 BABA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,000 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $12,957,000.

    13F-HR 0001099910-26-000246 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 135,000 shares
    Change vs previous 13F +75,000 shares

    1.13% of the 13F portfolio, value $16,937,000.

    13F-HR 0001099910-26-000174 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,000 shares
    Change vs previous 13F +60,000 shares

    0.56% of the 13F portfolio, value $8,795,000.

    13F-HR 0001099910-26-000042 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -308,600 shares

    13F-HR 0001099910-25-000235 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 308,600 shares
    Change vs previous 13F +40,000 shares

    2.01% of the 13F portfolio, value $34,998,000.

    13F-HR 0001099910-25-000198 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 268,600 shares
    Change vs previous 13F +258,600 shares

    2.89% of the 13F portfolio, value $35,517,000.

    13F-HR 0001099910-25-000127 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $848,000.

    13F-HR 0001099910-25-000049 filed by Rheos Capital Works Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).