Rheos Capital Works Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Rheos Capital Works Inc. held in its portfolio 67 assets valued at $1,560,110 (i.e. $1.56M).
The most valuable assets in the portfolio included: Meta Platforms, Inc. ($140.93K), Ferrari NV ($85.07K), and Applied Materials, Inc. ($61.68K).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Rheos Capital Works Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Meta Platforms, Inc. | 213500 | 140929 | CL A |
| Ferrari NV | 230200 | 85073 | COM |
| Applied Materials, Inc. | 240000 | 61678 | COM |
| D.R. Horton, Inc. | 410000 | 59052 | COM |
| Caterpillar Inc. | 97000 | 55568 | COM |
| NVIDIA Corp. | 281300 | 52462 | COM |
| Joby Aviation, Inc | 3545000 | 46794 | COM |
| Baidu Inc. | 352000 | 45992 | SPONSORED ADR |
| The Boeing Co. | 211400 | 45899 | COM |
| Alphabet Inc. | 135000 | 42363 | CL C |
| Microsoft Corp. | 85300 | 41253 | COM |
| Tesla Inc. | 85000 | 38226 | COM |
| Broadcom Inc. | 107500 | 37206 | COM |
| Uber Technologies Inc. | 450000 | 36770 | COM |
| Apple Inc. | 134500 | 36565 | COM |
| AeroVironment Inc. | 140000 | 33865 | COM |
| Thermo Fisher Scientific, Inc. | 51000 | 29552 | COM |
| Snowflake Inc. | 131000 | 28736 | CL A |
| Amazon.com Inc. | 122800 | 28345 | COM |
| Nutanix Inc. | 470000 | 24294 | CL A |
| Ollie's Bargain Outlet Holdings Inc. | 213000 | 23347 | COM |
| The Walt Disney Co. | 200400 | 22800 | COM |
| The Hershey Co. | 124000 | 22566 | COM |
| Western Digital Corporation | 130000 | 22395 | COM |
| Shopify Inc. | 138000 | 22214 | CL A |
| Lockheed Martin Corp. | 43200 | 20895 | COM |
| Robinhood Markets Inc. | 175000 | 19793 | CL A |
| ARM Holdings PLC | 179600 | 19632 | COM |
| Seagate Technology Holdings Public L imited Co. | 70000 | 19277 | COM |
| Advanced Micro Devices Inc. | 88000 | 18846 | COM |
| Pfizer Inc. | 750000 | 18675 | COM |
| MercadoLibre Inc. | 9000 | 18128 | COM |
| Zscaler Inc. | 79000 | 17769 | COM |
| Lam Research Corp. | 99500 | 17032 | COM |
| KLA Corp. | 14000 | 17011 | COM |
| Xylem, Inc. | 120900 | 16464 | COM |
| Madrigal Pharmaceuticals, Inc. | 26215 | 15266 | COM |
| CNH Industrial NV | 1620000 | 14936 | CL A |
| Goldman Sachs Group, Inc. | 15500 | 13625 | COM |
| American Express Co. | 36700 | 13577 | COM |
| Baker Hughes Co. | 290000 | 13207 | CL A |
| Teradyne, Inc. | 63000 | 12194 | COM |
| Cisco Systems, Inc. | 155000 | 11940 | COM |
| CrowdStrike Holdings Inc. | 25000 | 11719 | CL A |
| TransDigm Group Inc. | 8500 | 11304 | COM |
| JPMorgan Chase & Co. | 35000 | 11278 | COM |
| Inspire Medical Systems, Inc. | 117400 | 10828 | COM |
| Blackstone Inc. | 68500 | 10559 | COM |
| Honeywell International Inc. | 50000 | 9755 | COM |
| Oracle Corp. | 50000 | 9746 | COM |
| Centrus Energy Corp. | 40000 | 9710 | CL A |
| MP Materials Corp. | 185000 | 9346 | COM |
| Intel Corp. | 250000 | 9225 | COM |
| Alibaba Group Holding Limited | 60000 | 8795 | SPONSORED ADR |
| XP Inc. | 500000 | 8185 | CL A |
| Netflix Inc. | 75000 | 7032 | COM |
| Cerence Inc. | 600000 | 6414 | COM |
| Danaher Corp. | 27500 | 6295 | COM |
| Birkenstock Holding PLC | 150000 | 6135 | COM |
| Synopsys, Inc. | 12000 | 5637 | COM |
| Accenture plc. | 20000 | 5366 | CL A |
| General Electric Co. | 15000 | 4620 | COM |
| ASML Holding N.V. | 4100 | 4386 | SPONSORED ADR |
| Solstice Advanced Materials Inc. | 87500 | 4251 | COM |
| Applovin Corp. | 5000 | 3369 | CL A |
| Capri Holdings Limited | 100000 | 2440 | COM |
| Archer Aviation Inc. | 200000 | 1504 | CL A |
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