Institutions / Rheos Capital Works Inc. / Holdings
Back to Rheos Capital Works Inc.

Rheos Capital Works Inc.

All holdings · as of Jun 30, 2026

82 positions

CompanyClassValueShares% of portfolio
Archer Aviation Inc.—$3.3K700,0000.2%
DOLLAR GENERAL CORP—$4.0K35,0000.2%
COSTCO WHOLESALE CORP /NEW—$5.1K5,5000.3%
Ares Management Corporation—$5.2K47,0000.3%
Inspire Medical Systems, Inc.—$5.2K117,4000.3%
DANAHER CORP /DE—$5.2K27,5000.3%
SYNOPSYS INC—$5.4K12,0000.3%
Honeywell Aerospace Inc.HONACommon Stock$5.5K25,0000.3%
IDEAYA BIOSCIENCES, INC.—$5.6K150,0000.3%
HONEYWELL INTERNATIONAL INC—$5.6K25,0000.3%
MADRIGAL PHARMACEUTICALS, INC.—$7.1K13,2150.4%
Solstice Advanced Materials Inc.—$7.8K87,5000.4%
TechnipFMC plc—$8.0K120,0000.5%
XP INC—$8.1K500,0000.5%
CENTRUS ENERGY CORP—$8.4K50,0000.5%
Churchill Downs Inc—$9.0K100,0000.5%
Capri Holdings Ltd—$9.3K500,0000.5%
MP Materials Corp. / DE—$10.4K185,0000.6%
Blackstone Inc—$10.6K90,0000.6%
HERSHEY CO—$10.9K62,0000.6%
AeroVironment Inc—$11.1K67,0000.6%
TransDigm Group Inc.—$11.3K8,5000.6%
BioNTech SEBNTXADR$11.6K125,0000.7%
Xylem Inc.—$11.8K100,0000.7%
VERIZON COMMUNICATIONS INC—$12.7K300,0000.7%
ROSS STORES, INC.—$12.8K60,0000.7%
Alibaba Group Holding LtdBABAADR$13.0K135,0000.7%
PROCTER & GAMBLE Co—$13.2K90,0000.8%
MongoDB, Inc.—$13.4K40,0000.8%
AMERICAN EXPRESS CO—$14.2K42,0000.8%
Brookfield Asset Management Inc.—$14.4K320,0000.8%
TERADYNE, INC—$14.5K30,0000.8%
CNH Industrial N.V.—$14.6K1,300,0000.8%
THERMO FISHER SCIENTIFIC INC.—$15.0K30,0000.9%
AbbVie Inc.—$15.1K60,0000.9%
LOCKHEED MARTIN CORP—$15.3K30,0000.9%
Equinix Inc—$15.6K15,0000.9%
JPMORGAN CHASE & CO—$16.4K50,0000.9%
HALLIBURTON CO—$17.0K500,0001.0%
Broadcom Inc.—$17.0K45,0001.0%
Robinhood Markets, Inc.—$17.5K175,0001.0%
MercadoLibre, Inc.—$18.7K11,0001.1%
Baker Hughes Co—$18.9K340,0001.1%
CrowdStrike Holdings, Inc.—$19.1K25,0001.1%
CISCO SYSTEMS, INC.—$20.0K170,0001.1%
The Boeing Company—$20.6K95,0001.2%
Lam Research Corp.—$20.6K47,5001.2%
Ollie's Bargain Outlet Holdings, Inc.—$20.8K270,0001.2%
Walt Disney Co—$21.2K220,0001.2%
Uber Technologies, Inc—$21.6K300,0001.2%
← PrevPage 1 of 2Next →