Rheos Capital Works’s Joby Aviation JOBY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.8M	Sell	3,000,000 -665,000	-18%	-$6.43M	1.53%	24
2026 Q1	$30.3M	Buy	3,665,000 +120,000	+3%	+$1.35M	2.02%	17
2025 Q4	$46.8M	Buy	3,545,000 +1,100,000	+45%	+$16.9M	3%	7
2025 Q3	$39.5M	Sell	2,445,000 -4,760,000	-66%	-$72.3M	2.21%	17
2025 Q2	$76M	Buy	7,205,000 +2,650,000	+58%	+$19.2M	4.37%	4
2025 Q1	$27.4M	Buy	4,555,000 +2,150,000	+89%	+$16.1M	2.23%	13
2024 Q4	$19.6M	Buy	2,405,000 +350,000	+17%	+$2.32M	1.08%	33
2024 Q3	$10.3M	Hold	2,055,000	–	–	0.54%	73
2024 Q2	$10.5M	Hold	2,055,000	–	–	0.55%	57
2024 Q1	$11M	Hold	2,055,000	–	–	0.53%	58
2023 Q4	$13.7M	Buy	2,055,000 +1,090,000	+113%	+$6.71M	0.75%	44
2023 Q3	$6.22M	Buy	+965,000	New	+$7.61M	0.37%	76

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

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

Rheos Capital Works reduced its Joby Aviation (JOBY) stake by 18% in Q2 2026, selling an estimated $6.43M and leaving 3,000,000 shares worth $26.8M. The position accounts for 1.53% of the portfolio, ranked #24.

Rheos Capital Works first reported a position in JOBY in Q3 2023 and has held it in 12 quarters since. The position peaked at $76M in Q2 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Rheos Capital Works held 3,000,000 shares of Joby Aviation worth $26.8M as of Q2 2026.
Rheos Capital Works sold 665,000 Joby Aviation shares in Q2 2026, an estimated $6.43M.
Joby Aviation made up 1.53% of Rheos Capital Works's portfolio in Q2 2026, its #24 holding.
Rheos Capital Works first reported a position in Joby Aviation in Q3 2023 and has held it in 12 quarters since.
Rheos Capital Works's Joby Aviation position peaked at $76M in Q2 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

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