Rheos Capital Works Inc. Diversified Active

CIK: 0001735445 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 17, 2023

Total Value ($000): $1,661 (100.0% shares, 0.0% debt)

Holdings (121)

MSFT Microsoft Corp. 5.5%
Value ($000) $91 Shares 288,400 Est. Cost $244.09 Unrealized +33.0%
RACE Ferrari NV 4.1%
Value ($000) $67 Shares 228,200 Est. Cost $235.09 Unrealized +32.0%
CTVA Corteva, Inc. 2.7%
Value ($000) $45 Shares 880,000 Est. Cost $58.87 Unrealized -12.5%
CAT Caterpillar Inc. 2.6%
Value ($000) $44 Shares 160,000 Est. Cost $206.59 Unrealized +26.6%
NEE NextEra Energy Inc. 2.5%
Value ($000) $41 Shares 719,000 Est. Cost $73.99 Unrealized -12.9%
INTU Intuit Inc. 2.4%
Value ($000) $40 Shares 78,800 Est. Cost $407.52 Unrealized +22.4%
PANW Palo Alto Networks, Inc. 2.2%
Value ($000) $37 Shares 158,000 Est. Cost $87.41 Unrealized +35.4%
AMZN Amazon.com Inc. 2.2%
Value ($000) $36 Shares 284,100 Est. Cost $115.03 Unrealized +16.5%
INTC Intel Corp. 2.1%
Value ($000) $36 Shares 998,600 Est. Cost $35.42 Unrealized -3.4%
ORCL Oracle Corp. 2.1%
Value ($000) $35 Shares 333,000 Est. Cost $80.94 Unrealized +39.3%
DELL Dell Technologies Inc. 2.1%
Value ($000) $35 Shares 505,000 Est. Cost $57.22 Unrealized 0.0%
ISRG Intuitive Surgical Inc. 2.0%
Value ($000) $33 Shares 112,000 Est. Cost $302.56 Unrealized +3.2%
EMR Emerson Electric Co. 2.0%
Value ($000) $33 Shares 337,100 Est. Cost $77.06 Unrealized +18.3%
MSI Motorola Solutions Inc. 1.8%
Value ($000) $31 Shares 112,500 Est. Cost $219.45 Unrealized +26.4%
HSY The Hershey Co. 1.8%
Value ($000) $31 Shares 152,900 Est. Cost $184.06 Unrealized +13.4%
NFLX Netflix Inc. 1.8%
Value ($000) $31 Shares 81,000 Est. Cost $36.83 Unrealized +15.1%
ACN Accenture plc. 1.8%
Value ($000) $30 Shares 98,500 Est. Cost $226.59 Unrealized +34.3%
TTEK Tetra Tech Inc. 1.8%
Value ($000) $29 Shares 192,900 Est. Cost $27.64 Unrealized +17.6%
MBLY Mobileye Global Inc. 1.6%
Value ($000) $27 Shares 650,000 Est. Cost $39.16 Unrealized -1.8%
PowerSchool Holdings, Inc. 1.4%
Value ($000) $23 Shares 1,005,300 Est. Cost $0.02 Unrealized
TSLA Tesla Inc. 1.3%
Value ($000) $22 Shares 88,600 Est. Cost $188.12 Unrealized +36.5%
ORLY O'Reilly Automotive, Inc. 1.3%
Value ($000) $22 Shares 23,900 Est. Cost $47.14 Unrealized +33.1%
BILL Bill.Com Holdings, Inc. 1.3%
Value ($000) $22 Shares 198,500 Est. Cost $159.63 Unrealized -28.7%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. 1.2%
Value ($000) $20 Shares 232,600 Est. Cost $0.09 Unrealized
MU Micron Technology, Inc. 1.2%
Value ($000) $19 Shares 286,500 Est. Cost $63.77 Unrealized +3.9%
S SentinelOne, Inc. 1.2%
Value ($000) $19 Shares 1,139,500 Est. Cost $18.33 Unrealized -13.8%
GFS GLOBALFOUNDRIes Inc. 1.1%
Value ($000) $19 Shares 326,000 Est. Cost $61.28 Unrealized -3.2%
AMAT Applied Materials, Inc. 1.1%
Value ($000) $19 Shares 134,300 Est. Cost $112.67 Unrealized +24.6%
AMD Advanced Micro Devices Inc. 1.1%
Value ($000) $19 Shares 180,700 Est. Cost $91.15 Unrealized +19.1%
TXN Texas Instruments Inc. 1.1%
Value ($000) $18 Shares 114,400 Est. Cost $135.16 Unrealized +17.5%
NVDA NVIDIA Corp. 1.1%
Value ($000) $18 Shares 41,800 Est. Cost $44.77 Unrealized 0.0%
AAPL Apple Inc. 1.1%
Value ($000) $18 Shares 106,200 Est. Cost $172.06 Unrealized +5.4%
EW Edwards Lifesciences Corp. 1.1%
Value ($000) $18 Shares 258,165 Est. Cost $77.69 Unrealized +3.4%
QCOM Qualcomm Inc. 1.1%
Value ($000) $18 Shares 157,900 Est. Cost $82.80 Unrealized +32.9%
MANH Manhattan Associates, Inc. 1.1%
Value ($000) $18 Shares 88,600 Est. Cost $130.13 Unrealized +50.0%
ASML ASML Holding N.V. 1.0%
Value ($000) $17 Shares 28,400 Est. Cost $697.33 Unrealized
NOW ServiceNow, Inc. 1.0%
Value ($000) $17 Shares 29,700 Est. Cost $98.07 Unrealized +16.3%
Wolfspeed, Inc. 0.9%
Value ($000) $15 Shares 397,500 Est. Cost $17.84 Unrealized
ROP Roper Technologies Inc. 0.9%
Value ($000) $15 Shares 30,500 Est. Cost $401.99 Unrealized +20.1%
WMB The Williams Companies, Inc. 0.8%
Value ($000) $14 Shares 415,000 Est. Cost $27.41 Unrealized +12.6%
DAR Darling Ingredients Inc. 0.8%
Value ($000) $13 Shares 250,000 Est. Cost $69.49 Unrealized -10.1%
EOG EOG Resources, Inc. 0.8%
Value ($000) $13 Shares 100,000 Est. Cost $99.43 Unrealized +17.8%
INSP Inspire Medical Systems, Inc. 0.8%
Value ($000) $13 Shares 63,100 Est. Cost $262.82 Unrealized -4.0%
Arista Networks Inc. 0.7%
Value ($000) $12 Shares 67,500 Est. Cost $0.17 Unrealized
KNSL Kinsale Capital Group, Inc. 0.7%
Value ($000) $12 Shares 29,400 Est. Cost $291.26 Unrealized +32.8%
MKL Markel Corp. 0.7%
Value ($000) $11 Shares 7,500 Est. Cost $1328.48 Unrealized +10.2%
CME CME Group Inc. 0.7%
Value ($000) $11 Shares 55,000 Est. Cost $166.51 Unrealized +8.2%
AMRC Ameresco Inc. 0.6%
Value ($000) $11 Shares 275,700 Est. Cost $67.79 Unrealized -28.7%
CSCO Cisco Systems, Inc. 0.6%
Value ($000) $11 Shares 196,300 Est. Cost $48.22 Unrealized +4.3%
OPCH Option Care Health Inc. 0.6%
Value ($000) $11 Shares 325,600 Est. Cost $21.91 Unrealized +53.9%
BWA BorgWarner, Inc. 0.6%
Value ($000) $10 Shares 258,100 Est. Cost $36.30 Unrealized +12.9%
OKTA Okta Inc. 0.6%
Value ($000) $10 Shares 125,000 Est. Cost $76.12 Unrealized -0.4%
MDB Mongo DB, Inc. 0.6%
Value ($000) $10 Shares 29,300 Est. Cost $291.65 Unrealized +30.2%
CDNS Cadence Design Systems Inc. 0.6%
Value ($000) $10 Shares 41,900 Est. Cost $127.19 Unrealized +84.0%
LSCC Lattice Semiconductor Corp. 0.6%
Value ($000) $10 Shares 112,100 Est. Cost $0.10 Unrealized
CEG Constellation Energy Corp. 0.6%
Value ($000) $10 Shares 88,000 Est. Cost $101.44 Unrealized 0.0%
AVGO Broadcom Inc. 0.6%
Value ($000) $9 Shares 11,300 Est. Cost $83.97 Unrealized 0.0%
DIS The Walt Disney Co. 0.6%
Value ($000) $9 Shares 114,500 Est. Cost $147.45 Unrealized -43.4%
LW Lamb Weston Holdings Inc. 0.6%
Value ($000) $9 Shares 100,000 Est. Cost $106.00 Unrealized -8.9%
TER Teradyne, Inc. 0.5%
Value ($000) $9 Shares 90,800 Est. Cost $99.13 Unrealized +5.3%
WDAY Workday, Inc. 0.5%
Value ($000) $9 Shares 41,800 Est. Cost $201.06 Unrealized +15.3%
CCI Crown Castle International Corp. 0.5%
Value ($000) $9 Shares 97,000 Est. Cost $90.39 Unrealized 0.0%
EQIX Equinix Inc. 0.5%
Value ($000) $9 Shares 12,200 Est. Cost $735.97 Unrealized 0.0%
AMT American Tower Corp. 0.5%
Value ($000) $9 Shares 53,000 Est. Cost $167.65 Unrealized 0.0%
MCHP Microchip Technology Inc. 0.5%
Value ($000) $9 Shares 110,000 Est. Cost $74.16 Unrealized +6.1%
XYL Xylem, Inc. 0.5%
Value ($000) $9 Shares 93,900 Est. Cost $110.57 Unrealized -9.3%
V Visa Inc. 0.5%
Value ($000) $8 Shares 36,200 Est. Cost $140.61 Unrealized +68.0%
LDOS Leidos Holdings, Inc. 0.5%
Value ($000) $8 Shares 90,300 Est. Cost $85.42 Unrealized +7.2%
SCI Service Corp. International 0.5%
Value ($000) $8 Shares 145,000 Est. Cost $58.00 Unrealized +8.9%
EXPO Exponent Inc. 0.4%
Value ($000) $7 Shares 86,100 Est. Cost $75.22 Unrealized +16.3%
TTWO Take-Two Interactive Software, Inc. 0.4%
Value ($000) $7 Shares 49,700 Est. Cost $160.83 Unrealized -10.5%
LHX L3Harris Technologies, Inc. 0.4%
Value ($000) $7 Shares 38,400 Est. Cost $189.43 Unrealized -7.6%
LMT Lockheed Martin Corp. 0.4%
Value ($000) $7 Shares 16,100 Est. Cost $431.49 Unrealized -3.8%
TMO Thermo Fisher Scientific, Inc. 0.4%
Value ($000) $6 Shares 12,500 Est. Cost $550.36 Unrealized -3.9%
GNRC Generac Holdings Inc. 0.4%
Value ($000) $6 Shares 57,300 Est. Cost $155.79 Unrealized -20.6%
JOBY Joby Aviation, Inc 0.4%
Value ($000) $6 Shares 965,000 Est. Cost $7.88 Unrealized 0.0%
A Agilent Technologies, Inc. 0.4%
Value ($000) $6 Shares 55,300 Est. Cost $87.98 Unrealized +33.9%
GTLS Chart Industries, Inc. 0.4%
Value ($000) $6 Shares 36,500 Est. Cost $181.75 Unrealized -7.5%
ETN Eaton Corp plc 0.4%
Value ($000) $6 Shares 28,000 Est. Cost $209.69 Unrealized 0.0%
ROK Rockwell Automation, Inc. 0.3%
Value ($000) $6 Shares 20,000 Est. Cost $296.68 Unrealized 0.0%
RTX Raytheon Technologies Corp. 0.3%
Value ($000) $5 Shares 75,400 Est. Cost $90.62 Unrealized -10.4%
SPOT Spotify Technology S.A. 0.3%
Value ($000) $5 Shares 35,000 Est. Cost $152.31 Unrealized 0.0%
KEY KeyCorp 0.3%
Value ($000) $5 Shares 500,000 Est. Cost $9.75 Unrealized 0.0%
VEEV Veeva Systems Inc. 0.3%
Value ($000) $5 Shares 26,000 Est. Cost $152.12 Unrealized +32.5%
BTU Peabody Energy Corp. 0.3%
Value ($000) $5 Shares 200,000 Est. Cost $21.63 Unrealized 0.0%
OLLI Ollie's Bargain Outlet Holdings Inc. 0.3%
Value ($000) $5 Shares 66,000 Est. Cost $67.58 Unrealized +8.0%
UBER Uber Technologies Inc. 0.3%
Value ($000) $5 Shares 110,000 Est. Cost $45.68 Unrealized 0.0%
URI United Rentals Inc. 0.3%
Value ($000) $5 Shares 11,200 Est. Cost $314.61 Unrealized +42.2%
ARM ARM Holdings PLC 0.3%
Value ($000) $5 Shares 90,000 Est. Cost $0.05 Unrealized
META Meta Platforms, Inc. 0.3%
Value ($000) $5 Shares 16,000 Est. Cost $299.21 Unrealized 0.0%
SLG SL Green Realty Corp. 0.3%
Value ($000) $5 Shares 127,000 Est. Cost $0.04 Unrealized
VNO Vornado Realty Trust 0.3%
Value ($000) $5 Shares 205,000 Est. Cost $0.02 Unrealized
KMI Kinder Morgan, Inc. of Delaware 0.3%
Value ($000) $5 Shares 280,000 Est. Cost $15.26 Unrealized 0.0%
ROST Ross Stores Inc. 0.3%
Value ($000) $5 Shares 41,000 Est. Cost $111.83 Unrealized 0.0%
AXP American Express Co. 0.3%
Value ($000) $5 Shares 31,000 Est. Cost $158.88 Unrealized 0.0%
SNOW Snowflake Inc. 0.3%
Value ($000) $5 Shares 30,000 Est. Cost $162.82 Unrealized 0.0%
Splunk Inc. 0.3%
Value ($000) $5 Shares 31,000 Est. Cost $0.15 Unrealized
TJX TJX Companies, Inc. 0.3%
Value ($000) $5 Shares 51,000 Est. Cost $85.34 Unrealized 0.0%
COST Costco Wholesale Corp. 0.3%
Value ($000) $5 Shares 8,000 Est. Cost $532.21 Unrealized 0.0%
KEYS Keysight Technologies Inc. 0.3%
Value ($000) $4 Shares 34,000 Est. Cost $120.37 Unrealized +23.0%
BJ BJ's Wholesale Club Holdings Inc. 0.3%
Value ($000) $4 Shares 61,000 Est. Cost $67.28 Unrealized 0.0%
PGNY Progyny Inc. 0.3%
Value ($000) $4 Shares 124,000 Est. Cost $56.17 Unrealized -32.8%
CBOE Cboe Global Markets, Inc. 0.2%
Value ($000) $4 Shares 26,000 Est. Cost $143.77 Unrealized 0.0%
PPC Pilgrim's Pride Corp. 0.2%
Value ($000) $4 Shares 171,500 Est. Cost $22.50 Unrealized +8.1%
HPQ HP Inc. 0.2%
Value ($000) $4 Shares 150,000 Est. Cost $27.96 Unrealized 0.0%
BRF SA 0.2%
Value ($000) $4 Shares 1,810,000 Est. Cost $0.00 Unrealized
DOCS Doximity, Inc. 0.2%
Value ($000) $4 Shares 172,800 Est. Cost $59.92 Unrealized -54.4%
ALGT Allegiant Travel Co. 0.2%
Value ($000) $4 Shares 47,700 Est. Cost $111.65 Unrealized -10.8%
Cooper Companies, Inc. 0.2%
Value ($000) $4 Shares 11,400 Est. Cost $343.35 Unrealized
PYPL PayPal Holdings Inc. 0.2%
Value ($000) $3 Shares 57,000 Est. Cost $79.85 Unrealized -18.6%
ESAB ESAB Corp. 0.2%
Value ($000) $3 Shares 46,666 Est. Cost $47.67 Unrealized +44.8%
ENOV Enovis Corp. 0.2%
Value ($000) $3 Shares 57,666 Est. Cost $62.02 Unrealized -6.0%
SMR NuScale Power Corp. 0.2%
Value ($000) $3 Shares 620,000 Est. Cost $8.37 Unrealized -21.2%
AMN AMN Healthcare Services, Inc. 0.2%
Value ($000) $3 Shares 34,000 Est. Cost $111.02 Unrealized -14.6%
Arco Platform Ltd. 0.2%
Value ($000) $3 Shares 202,700 Est. Cost $33.73 Unrealized
BL BlackLine, Inc. 0.1%
Value ($000) $2 Shares 43,700 Est. Cost $90.88 Unrealized -39.7%
DOCU DocuSign Inc. 0.1%
Value ($000) $2 Shares 46,200 Est. Cost $142.25 Unrealized -65.5%
PCOR Procore Technologies, Inc. 0.1%
Value ($000) $2 Shares 24,300 Est. Cost $87.63 Unrealized -23.7%
XYZ Block, Inc. 0.1%
Value ($000) $1 Shares 33,300 Est. Cost $180.18 Unrealized -65.6%
PHIN Phinia Inc. 0.1%
Value ($000) $1 Shares 51,620 Est. Cost $26.06 Unrealized 0.0%
ALKT Alkami Technology, Inc. 0.1%
Value ($000) $1 Shares 50,400 Est. Cost $25.62 Unrealized -34.4%