Rheos Capital Works Inc. Diversified Active

CIK: 0001735445 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 11, 2024

Total Value ($000): $2,089 (100.0% shares, 0.0% debt)

Holdings (97)

MSFT Microsoft Corp. 8.0%
Value ($000) $167 Shares 397,800 Est. Cost $287.09 Unrealized +39.1%
NVDA NVIDIA Corp. 6.9%
Value ($000) $145 Shares 160,500 Est. Cost $45.98 Unrealized +57.5%
QCOM Qualcomm Inc. 4.6%
Value ($000) $95 Shares 562,400 Est. Cost $108.63 Unrealized +36.7%
LLY Eli Lilly and Co. 4.2%
Value ($000) $88 Shares 113,000 Est. Cost $606.67 Unrealized +15.8%
RACE Ferrari NV 3.9%
Value ($000) $81 Shares 186,700 Est. Cost $235.09 Unrealized +64.8%
AMZN Amazon.com Inc. 3.0%
Value ($000) $62 Shares 341,800 Est. Cost $121.99 Unrealized +36.8%
CCJ Cameco Corp. 2.8%
Value ($000) $59 Shares 1,360,000 Est. Cost $41.63 Unrealized +4.9%
CEG Constellation Energy Corp. 2.1%
Value ($000) $43 Shares 235,000 Est. Cost $118.80 Unrealized +18.1%
V Visa Inc. 2.0%
Value ($000) $42 Shares 152,200 Est. Cost $239.07 Unrealized +13.9%
VRT Vertiv Holdings Co. 2.0%
Value ($000) $42 Shares 520,000 Est. Cost $53.92 Unrealized +16.2%
AXP American Express Co. 2.0%
Value ($000) $42 Shares 184,700 Est. Cost $173.64 Unrealized +16.9%
EMR Emerson Electric Co. 1.8%
Value ($000) $38 Shares 337,100 Est. Cost $77.06 Unrealized +29.0%
MSI Motorola Solutions Inc. 1.7%
Value ($000) $36 Shares 101,500 Est. Cost $234.69 Unrealized +37.4%
AAPL Apple Inc. 1.7%
Value ($000) $36 Shares 208,200 Est. Cost $176.27 Unrealized +2.3%
GE General Electric Co. 1.5%
Value ($000) $32 Shares 183,400 Est. Cost $105.07 Unrealized +10.8%
ARM ARM Holdings PLC 1.5%
Value ($000) $32 Shares 256,900 Est. Cost $0.08 Unrealized
PANW Palo Alto Networks, Inc. 1.5%
Value ($000) $32 Shares 112,000 Est. Cost $87.41 Unrealized +80.5%
HSY The Hershey Co. 1.4%
Value ($000) $30 Shares 152,900 Est. Cost $184.06 Unrealized -1.1%
MDGL Madrigal Pharmaceuticals, Inc. 1.4%
Value ($000) $29 Shares 110,215 Est. Cost $235.62 Unrealized 0.0%
GOOG Alphabet Inc. 1.4%
Value ($000) $29 Shares 190,000 Est. Cost $142.82 Unrealized +0.3%
STX Seagate Technology Holdings Public L imited Co. 1.2%
Value ($000) $25 Shares 273,500 Est. Cost $74.91 Unrealized +12.0%
TTEK Tetra Tech Inc. 1.2%
Value ($000) $25 Shares 136,800 Est. Cost $28.66 Unrealized +20.9%
MDB Mongo DB, Inc. 1.2%
Value ($000) $24 Shares 67,000 Est. Cost $354.96 Unrealized +15.1%
CROX Crocs, Inc. 1.1%
Value ($000) $23 Shares 158,000 Est. Cost $113.94 Unrealized 0.0%
EQIX Equinix Inc. 1.1%
Value ($000) $22 Shares 27,200 Est. Cost $748.28 Unrealized +7.9%
AVGO Broadcom Inc. 1.0%
Value ($000) $22 Shares 16,300 Est. Cost $95.40 Unrealized +27.1%
DIS The Walt Disney Co. 1.0%
Value ($000) $22 Shares 175,900 Est. Cost $130.80 Unrealized -21.7%
NEE NextEra Energy Inc. 1.0%
Value ($000) $21 Shares 335,000 Est. Cost $55.40 Unrealized 0.0%
RTX RTX Corp. 1.0%
Value ($000) $21 Shares 212,800 Est. Cost $83.44 Unrealized +4.1%
DELL Dell Technologies Inc. 0.9%
Value ($000) $19 Shares 168,000 Est. Cost $57.22 Unrealized +58.3%
NFLX Netflix Inc. 0.9%
Value ($000) $19 Shares 31,500 Est. Cost $36.83 Unrealized +53.1%
BILL BILL Holdings, Inc. 0.8%
Value ($000) $18 Shares 256,500 Est. Cost $140.82 Unrealized -50.4%
ORLY O'Reilly Automotive, Inc. 0.8%
Value ($000) $17 Shares 15,300 Est. Cost $47.14 Unrealized +48.4%
ROP Roper Technologies Inc. 0.8%
Value ($000) $17 Shares 30,500 Est. Cost $401.99 Unrealized +34.1%
INSP Inspire Medical Systems, Inc. 0.8%
Value ($000) $17 Shares 79,400 Est. Cost $249.11 Unrealized -21.3%
MU Micron Technology, Inc. 0.8%
Value ($000) $16 Shares 134,800 Est. Cost $63.77 Unrealized +40.9%
XYL Xylem, Inc. 0.7%
Value ($000) $16 Shares 120,900 Est. Cost $112.29 Unrealized +5.3%
CASY Casey's General Stores, Inc. 0.7%
Value ($000) $16 Shares 49,000 Est. Cost $289.31 Unrealized 0.0%
COST Costco Wholesale Corp. 0.7%
Value ($000) $15 Shares 20,800 Est. Cost $590.29 Unrealized +19.7%
AMAT Applied Materials, Inc. 0.7%
Value ($000) $15 Shares 72,600 Est. Cost $112.67 Unrealized +60.1%
CBOE Cboe Global Markets, Inc. 0.7%
Value ($000) $15 Shares 81,400 Est. Cost $164.66 Unrealized +10.2%
CME CME Group Inc. 0.7%
Value ($000) $15 Shares 68,800 Est. Cost $181.94 Unrealized +8.4%
ASML ASML Holding N.V. 0.7%
Value ($000) $15 Shares 15,100 Est. Cost $697.33 Unrealized
BTU Peabody Energy Corp. 0.7%
Value ($000) $14 Shares 579,500 Est. Cost $23.50 Unrealized +4.2%
GFS GLOBALFOUNDRIes Inc. 0.7%
Value ($000) $14 Shares 263,000 Est. Cost $61.28 Unrealized -10.7%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. 0.6%
Value ($000) $13 Shares 97,000 Est. Cost $0.09 Unrealized
ISRG Intuitive Surgical Inc. 0.6%
Value ($000) $13 Shares 32,000 Est. Cost $302.56 Unrealized +24.9%
PCOR Procore Technologies, Inc. 0.6%
Value ($000) $12 Shares 150,000 Est. Cost $74.25 Unrealized 0.0%
LMT Lockheed Martin Corp. 0.6%
Value ($000) $12 Shares 26,800 Est. Cost $424.65 Unrealized -2.1%
OPCH Option Care Health Inc. 0.6%
Value ($000) $12 Shares 357,600 Est. Cost $22.84 Unrealized +41.7%
DAR Darling Ingredients Inc. 0.6%
Value ($000) $12 Shares 250,000 Est. Cost $69.49 Unrealized -36.7%
CCI Crown Castle Inc. 0.6%
Value ($000) $12 Shares 109,000 Est. Cost $91.20 Unrealized +7.2%
SLG SL Green Realty Corp. 0.6%
Value ($000) $12 Shares 209,000 Est. Cost $0.04 Unrealized
WMT Walmart Inc. 0.6%
Value ($000) $12 Shares 191,400 Est. Cost $55.40 Unrealized +1.2%
MKL Markel Corp. 0.5%
Value ($000) $11 Shares 7,500 Est. Cost $1328.48 Unrealized +10.4%
AMT American Tower Corp. 0.5%
Value ($000) $11 Shares 57,600 Est. Cost $169.12 Unrealized +10.1%
ADBE Adobe Inc. 0.5%
Value ($000) $11 Shares 22,500 Est. Cost $573.19 Unrealized 0.0%
JOBY Joby Aviation, Inc 0.5%
Value ($000) $11 Shares 2,055,000 Est. Cost $6.97 Unrealized -18.6%
A Agilent Technologies, Inc. 0.5%
Value ($000) $11 Shares 75,200 Est. Cost $97.34 Unrealized +38.9%
KRUS Kura Sushi USA, Inc. 0.5%
Value ($000) $11 Shares 95,000 Est. Cost $97.02 Unrealized 0.0%
Arista Networks Inc. 0.5%
Value ($000) $11 Shares 37,500 Est. Cost $0.19 Unrealized
BX Blackstone Inc. 0.5%
Value ($000) $11 Shares 82,000 Est. Cost $102.08 Unrealized +16.3%
SCI Service Corp. International 0.5%
Value ($000) $11 Shares 145,000 Est. Cost $58.00 Unrealized +21.7%
LW Lamb Weston Holdings Inc. 0.5%
Value ($000) $11 Shares 100,000 Est. Cost $106.00 Unrealized -5.9%
ONON On Holding AG 0.5%
Value ($000) $11 Shares 300,000 Est. Cost $30.56 Unrealized 0.0%
SPOT Spotify Technology S.A. 0.5%
Value ($000) $10 Shares 39,000 Est. Cost $167.32 Unrealized +40.4%
EOG EOG Resources, Inc. 0.5%
Value ($000) $10 Shares 80,000 Est. Cost $110.37 Unrealized 0.0%
TTWO Take-Two Interactive Software, Inc. 0.5%
Value ($000) $10 Shares 68,800 Est. Cost $151.62 Unrealized +2.4%
OLLI Ollie's Bargain Outlet Holdings Inc. 0.5%
Value ($000) $10 Shares 127,000 Est. Cost $71.41 Unrealized +5.8%
LHX L3Harris Technologies, Inc. 0.5%
Value ($000) $10 Shares 46,900 Est. Cost $186.11 Unrealized +8.7%
MEDP Medpace Holdings, Inc. 0.5%
Value ($000) $10 Shares 24,601 Est. Cost $351.59 Unrealized 0.0%
LDOS Leidos Holdings, Inc. 0.5%
Value ($000) $10 Shares 75,000 Est. Cost $91.98 Unrealized +27.0%
TMO Thermo Fisher Scientific, Inc. 0.5%
Value ($000) $10 Shares 16,500 Est. Cost $557.71 Unrealized 0.0%
INTC Intel Corp. 0.5%
Value ($000) $10 Shares 217,000 Est. Cost $35.42 Unrealized +24.3%
DLR Digital Realty Trust, Inc. 0.4%
Value ($000) $9 Shares 65,000 Est. Cost $133.14 Unrealized 0.0%
VNO Vornado Realty Trust 0.4%
Value ($000) $9 Shares 318,000 Est. Cost $0.02 Unrealized
BWA BorgWarner, Inc. 0.4%
Value ($000) $9 Shares 258,100 Est. Cost $36.30 Unrealized -12.3%
ETN Eaton Corp plc 0.4%
Value ($000) $9 Shares 28,000 Est. Cost $209.69 Unrealized +27.6%
ACN Accenture plc. 0.4%
Value ($000) $9 Shares 25,000 Est. Cost $354.76 Unrealized 0.0%
KEY KeyCorp 0.4%
Value ($000) $8 Shares 500,000 Est. Cost $9.75 Unrealized +35.1%
KNSL Kinsale Capital Group, Inc. 0.4%
Value ($000) $8 Shares 14,400 Est. Cost $291.26 Unrealized +54.7%
EXPO Exponent Inc. 0.3%
Value ($000) $7 Shares 86,100 Est. Cost $75.22 Unrealized +7.0%
AMRC Ameresco Inc. 0.3%
Value ($000) $7 Shares 275,700 Est. Cost $67.79 Unrealized -66.9%
AMD Advanced Micro Devices Inc. 0.3%
Value ($000) $6 Shares 34,100 Est. Cost $91.15 Unrealized +91.8%
ROST Ross Stores Inc. 0.3%
Value ($000) $6 Shares 41,000 Est. Cost $111.83 Unrealized +25.5%
GTLS Chart Industries, Inc. 0.3%
Value ($000) $6 Shares 36,500 Est. Cost $181.75 Unrealized -26.1%
ROK Rockwell Automation, Inc. 0.3%
Value ($000) $6 Shares 20,000 Est. Cost $296.68 Unrealized -6.0%
DHI D.R. Horton, Inc. 0.3%
Value ($000) $6 Shares 35,000 Est. Cost $147.13 Unrealized 0.0%
PowerSchool Holdings, Inc. 0.3%
Value ($000) $5 Shares 253,700 Est. Cost $0.02 Unrealized
LSCC Lattice Semiconductor Corp. 0.3%
Value ($000) $5 Shares 67,400 Est. Cost $0.10 Unrealized
Wolfspeed, Inc. 0.3%
Value ($000) $5 Shares 177,500 Est. Cost $17.84 Unrealized
TJX TJX Companies, Inc. 0.2%
Value ($000) $5 Shares 51,000 Est. Cost $85.34 Unrealized +10.9%
ESAB ESAB Corp. 0.2%
Value ($000) $5 Shares 46,666 Est. Cost $47.67 Unrealized +94.6%
HDB HDFC Bank Ltd. 0.2%
Value ($000) $5 Shares 87,000 Est. Cost $0.06 Unrealized
DOCS Doximity, Inc. 0.2%
Value ($000) $5 Shares 172,800 Est. Cost $59.92 Unrealized -52.4%
BJ BJ's Wholesale Club Holdings Inc. 0.2%
Value ($000) $5 Shares 61,000 Est. Cost $67.28 Unrealized +3.6%
SMR NuScale Power Corp. 0.1%
Value ($000) $1 Shares 250,000 Est. Cost $3.59 Unrealized 0.0%