Rheos Capital Works Inc.
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| TERADYNE, INC | $14.5K | 0.8% |
| Brookfield Asset Management Inc. | $14.4K | 0.8% |
| AMERICAN EXPRESS CO | $14.2K | 0.8% |
| MongoDB, Inc. | $13.4K | 0.8% |
| PROCTER & GAMBLE Co | $13.2K | 0.8% |
| Alibaba Group Holding LtdBABA | $13.0K | 0.7% |
| ROSS STORES, INC. | $12.8K | 0.7% |
| VERIZON COMMUNICATIONS INC | $12.7K | 0.7% |
| Xylem Inc. | $11.8K | 0.7% |
| BioNTech SEBNTX | $11.6K | 0.7% |
| TransDigm Group Inc. | $11.3K | 0.6% |
| AeroVironment Inc | $11.1K | 0.6% |
| HERSHEY CO | $10.9K | 0.6% |
| Blackstone Inc | $10.6K | 0.6% |
| MP Materials Corp. / DE | $10.4K | 0.6% |
| Capri Holdings Ltd | $9.3K | 0.5% |
| Churchill Downs Inc | $9.0K | 0.5% |
| CENTRUS ENERGY CORP | $8.4K | 0.5% |
| XP INC | $8.1K | 0.5% |
| TechnipFMC plc | $8.0K | 0.5% |
| Solstice Advanced Materials Inc. | $7.8K | 0.4% |
| MADRIGAL PHARMACEUTICALS, INC. | $7.1K | 0.4% |
| HONEYWELL INTERNATIONAL INC | $5.6K | 0.3% |
| IDEAYA BIOSCIENCES, INC. | $5.6K | 0.3% |
| Honeywell Aerospace Inc.HONA | $5.5K | 0.3% |
| SYNOPSYS INC | $5.4K | 0.3% |
| DANAHER CORP /DE | $5.2K | 0.3% |
| Inspire Medical Systems, Inc. | $5.2K | 0.3% |
| Ares Management Corporation | $5.2K | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $5.1K | 0.3% |
| DOLLAR GENERAL CORP | $4.0K | 0.2% |
| Archer Aviation Inc. | $3.3K | 0.2% |