RCW
CRCL

Rheos Capital Works’s Circle Internet Group CRCL Stock Holding History

Rheos Capital Works’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-302,000
Closed -$40M – 81
2025
Q3 		$40M Buy
302,000
+52,000
+21% +$8.23M 2.24% 16
2025
Q2 		$45.3M Buy
+250,000
New +$40.7M 2.61% 12

Other funds holding CRCL

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
AXA
Accel XI Associates Palo Alto, California $162M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rheos Capital Works's CRCL Position: Q4 2025 in Review

Rheos Capital Works sold out of Circle Internet Group (CRCL) in Q4 2025, closing a stake of 302,000 shares — an estimated $40M sold.

Rheos Capital Works first reported a position in CRCL in Q2 2025 and held it in 2 quarters. The position peaked at $45.3M in Q2 2025. 461 funds tracked by Wall St. Rank hold CRCL as of Q4 2025.

  • Rheos Capital Works reported no remaining Circle Internet Group position as of Q4 2025 after selling out during the quarter.
  • Rheos Capital Works sold 302,000 Circle Internet Group shares in Q4 2025, an estimated $40M.
  • Rheos Capital Works first reported a position in Circle Internet Group in Q2 2025 and held it in 2 quarters.
  • Rheos Capital Works's Circle Internet Group position peaked at $45.3M in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Circle Internet Group as of Q4 2025.

Based on Rheos Capital Works's 13F filing for Q4 2025, filed 21 Jan 2026.