Rheos Capital Works’s Baker Hughes BKR Stock Holding History

Rheos Capital Works’s Portfolio BKR Stock Details BKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.8M	Buy	340,000 +50,000	+17%	+$2.89M	1.39%	28
2025 Q4	$13.2M	Hold	290,000	–	–	0.85%	41
2025 Q3	$14.1M	Sell	290,000 -100,000	-26%	-$4.41M	0.79%	43
2025 Q2	$15M	Hold	390,000	–	–	0.86%	38
2025 Q1	$17.1M	Buy	+390,000	New	+$17.4M	1.4%	26
2022 Q4	–	Sell	-200,400	Closed	-$4.2M	–	134
2022 Q3	$4.2M	Hold	200,400	–	–	0.28%	110
2022 Q2	$5.79M	Sell	200,400 -50,000	-20%	-$1.69M	0.43%	92
2022 Q1	$9.12M	Buy	+250,400	New	+$7.6M	0.44%	86

Other funds holding BKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rheos Capital Works's BKR Position: Q1 2026 in Review

Rheos Capital Works increased its Baker Hughes (BKR) stake by 17% in Q1 2026, buying an estimated $2.89M and bringing the position to 340,000 shares worth $20.8M. The position accounts for 1.39% of the portfolio, ranked #28.

Rheos Capital Works first reported a position in BKR in Q1 2022 and has held it in 8 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Rheos Capital Works held 340,000 shares of Baker Hughes worth $20.8M as of Q1 2026.
Rheos Capital Works bought 50,000 Baker Hughes shares in Q1 2026, an estimated $2.89M.
Baker Hughes made up 1.39% of Rheos Capital Works's portfolio in Q1 2026, its #28 holding.
Rheos Capital Works first reported a position in Baker Hughes in Q1 2022 and has held it in 8 quarters since.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Rheos Capital Works's 13F filing for Q1 2026, filed 8 May 2026.