CIK 1735445
Rheos Capital Works Inc.
Institutional 13F holdings & portfolio
Holdings
67
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 67
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | Meta Platforms, Inc. | 214K | $1M+ | SH |
| RACE | Ferrari NV | 230K | $1M+ | SH |
| AMAT | Applied Materials, Inc. | 240K | $1M+ | SH |
| DHI | D.R. Horton, Inc. | 410K | $1M+ | SH |
| CAT | Caterpillar Inc. | 97K | $1M+ | SH |
| NVDA | NVIDIA Corp. | 281K | $1M+ | SH |
| JOBY | Joby Aviation, Inc | 3.5M | $1M+ | SH |
| BIDU | Baidu Inc. | 352K | $1M+ | SH |
| BA | The Boeing Co. | 211K | $1M+ | SH |
| GOOG | Alphabet Inc. | 135K | $1M+ | SH |
| MSFT | Microsoft Corp. | 85K | $1M+ | SH |
| TSLA | Tesla Inc. | 85K | $1M+ | SH |
| AVGO | Broadcom Inc. | 108K | $1M+ | SH |
| UBER | Uber Technologies Inc. | 450K | $1M+ | SH |
| AAPL | Apple Inc. | 135K | $1M+ | SH |
| AVAV | AeroVironment Inc. | 140K | $1M+ | SH |
| TMO | Thermo Fisher Scientific, Inc. | 51K | $1M+ | SH |
| SNOW | Snowflake Inc. | 131K | $1M+ | SH |
| AMZN | Amazon.com Inc. | 123K | $1M+ | SH |
| NTNX | Nutanix Inc. | 470K | $1M+ | SH |
| OLLI | Ollie's Bargain Outlet Holdings Inc. | 213K | $1M+ | SH |
| DIS | The Walt Disney Co. | 200K | $1M+ | SH |
| HSY | The Hershey Co. | 124K | $1M+ | SH |
| WDC | Western Digital Corporation | 130K | $1M+ | SH |
| SHOP | Shopify Inc. | 138K | $1M+ | SH |
| LMT | Lockheed Martin Corp. | 43K | $1M+ | SH |
| HOOD | Robinhood Markets Inc. | 175K | $1M+ | SH |
| ARM | ARM Holdings PLC | 180K | $1M+ | SH |
| STX | Seagate Technology Holdings Public L imited Co. | 70K | $1M+ | SH |
| AMD | Advanced Micro Devices Inc. | 88K | $1M+ | SH |
| — | Pfizer Inc. | 750K | $1M+ | SH |
| MELI | MercadoLibre Inc. | 9K | $1M+ | SH |
| ZS | Zscaler Inc. | 79K | $1M+ | SH |
| LRCX | Lam Research Corp. | 100K | $1M+ | SH |
| KLAC | KLA Corp. | 14K | $1M+ | SH |
| XYL | Xylem, Inc. | 121K | $1M+ | SH |
| MDGL | Madrigal Pharmaceuticals, Inc. | 26K | $1M+ | SH |
| CNH | CNH Industrial NV | 1.6M | $1M+ | SH |
| GS | Goldman Sachs Group, Inc. | 16K | $1M+ | SH |
| AXP | American Express Co. | 37K | $1M+ | SH |
| BKR | Baker Hughes Co. | 290K | $1M+ | SH |
| TER | Teradyne, Inc. | 63K | $1M+ | SH |
| CSCO | Cisco Systems, Inc. | 155K | $1M+ | SH |
| CRWD | CrowdStrike Holdings Inc. | 25K | $1M+ | SH |
| TDG | TransDigm Group Inc. | 9K | $1M+ | SH |
| — | JPMorgan Chase & Co. | 35K | $1M+ | SH |
| INSP | Inspire Medical Systems, Inc. | 117K | $1M+ | SH |
| BX | Blackstone Inc. | 69K | $1M+ | SH |
| — | Honeywell International Inc. | 50K | $1M+ | SH |
| ORCL | Oracle Corp. | 50K | $1M+ | SH |