Rheos Capital Works’s Lyft LYFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,350,000	Closed	-$29.7M	–	73
2025 Q3	$29.7M	Sell	1,350,000 -1,000,000	-43%	-$16.7M	1.66%	21
2025 Q2	$37M	Buy	+2,350,000	New	+$32.9M	2.13%	13

Other funds holding LYFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Rheos Capital Works sold out of Lyft (LYFT) in Q4 2025, closing a stake of 1,350,000 shares — an estimated $29.7M sold.

Rheos Capital Works first reported a position in LYFT in Q2 2025 and held it in 2 quarters. The position peaked at $37M in Q2 2025. 577 funds tracked by Wall St. Rank hold LYFT as of Q4 2025.

Rheos Capital Works reported no remaining Lyft position as of Q4 2025 after selling out during the quarter.
Rheos Capital Works sold 1,350,000 Lyft shares in Q4 2025, an estimated $29.7M.
Rheos Capital Works first reported a position in Lyft in Q2 2025 and held it in 2 quarters.
Rheos Capital Works's Lyft position peaked at $37M in Q2 2025.
577 funds tracked by Wall St. Rank held Lyft as of Q4 2025.

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