Rheos Capital Works’s Equinix EQIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.6M	Buy	+15,000	New	+$16.1M	0.89%	46
2024 Q3	–	Sell	-10,000	Closed	-$7.57M	–	110
2024 Q2	$7.57M	Sell	10,000 -17,200	-63%	-$13.1M	0.4%	69
2024 Q1	$22.4M	Buy	27,200 +5,000	+23%	+$4.21M	1.07%	25
2023 Q4	$17.9M	Buy	22,200 +10,000	+82%	+$7.68M	0.99%	35
2023 Q3	$8.86M	Buy	+12,200	New	+$9.45M	0.53%	63
2023 Q1	–	Sell	-13,000	Closed	-$8.52M	–	123
2022 Q4	$8.52M	Hold	13,000	–	–	0.51%	73
2022 Q3	$7.39M	Hold	13,000	–	–	0.5%	83
2022 Q2	$8.54M	Hold	13,000	–	–	0.64%	67
2022 Q1	$9.64M	Hold	13,000	–	–	0.46%	80
2021 Q4	$11M	Hold	13,000	–	–	0.48%	71
2021 Q3	$10.3M	Buy	13,000 +1,400	+12%	+$1.16M	0.53%	70
2021 Q2	$9.31M	Buy	11,600 +2,600	+29%	+$1.93M	0.47%	72
2021 Q1	$6.12M	Buy	9,000 +1,900	+27%	+$1.3M	0.4%	73
2020 Q4	$5.07M	Buy	7,100 +300	+4%	+$223K	0.37%	66
2020 Q3	$5.17M	Hold	6,800	–	–	0.42%	53
2020 Q2	$4.78M	Hold	6,800	–	–	0.33%	54
2020 Q1	$4.25M	Buy	6,800 +4,600	+209%	+$2.75M	0.45%	41
2019 Q4	$1.28M	Buy	+2,200	New	+$1.24M	0.13%	50

Other funds holding EQIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rheos Capital Works's EQIX Position: Q2 2026 in Review

Rheos Capital Works opened a new position in Equinix (EQIX) in Q2 2026: 15,000 shares worth $15.6M. The stake represents 0.89% of the portfolio and ranks #46 among its holdings. This is a return to the name: Rheos Capital Works previously reported a position in EQIX as recently as Q2 2024.

Rheos Capital Works first reported a position in EQIX in Q4 2019 and has held it in 18 quarters since. The position peaked at $22.4M in Q1 2024. 1,363 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

Rheos Capital Works held 15,000 shares of Equinix worth $15.6M as of Q2 2026.
Equinix was a new Rheos Capital Works position in Q2 2026.
Equinix made up 0.89% of Rheos Capital Works's portfolio in Q2 2026, its #46 holding.
Rheos Capital Works first reported a position in Equinix in Q4 2019 and has held it in 18 quarters since.
Rheos Capital Works's Equinix position peaked at $22.4M in Q1 2024.
1,363 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.