Rheos Capital Works Inc. Diversified Active

CIK: 0001735445 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 16, 2024

Total Value ($000): $1,917 (100.0% shares, 0.0% debt)

Holdings (105)

GS Goldman Sachs Group, Inc. 6.4%
Value ($000) $123 Shares 248,500 Est. Cost $461.02 Unrealized +3.0%
MSFT Microsoft Corp. 3.6%
Value ($000) $69 Shares 161,300 Est. Cost $287.09 Unrealized +47.4%
V Visa Inc. 2.9%
Value ($000) $55 Shares 200,000 Est. Cost $245.92 Unrealized +8.9%
RACE Ferrari NV 2.7%
Value ($000) $53 Shares 111,700 Est. Cost $284.75 Unrealized +57.5%
AMZN Amazon.com Inc. 2.6%
Value ($000) $50 Shares 268,800 Est. Cost $121.99 Unrealized +49.6%
QCOM Qualcomm Inc. 2.2%
Value ($000) $42 Shares 249,400 Est. Cost $108.63 Unrealized +57.6%
CCJ Cameco Corp. 2.1%
Value ($000) $41 Shares 860,000 Est. Cost $41.63 Unrealized +4.3%
NVDA NVIDIA Corp. 2.0%
Value ($000) $39 Shares 320,000 Est. Cost $91.55 Unrealized +29.0%
EMR Emerson Electric Co. 1.9%
Value ($000) $37 Shares 337,100 Est. Cost $77.06 Unrealized +36.3%
MSI Motorola Solutions Inc. 1.9%
Value ($000) $36 Shares 79,500 Est. Cost $234.69 Unrealized +75.0%
STX Seagate Technology Holdings Public L imited Co. 1.8%
Value ($000) $35 Shares 323,500 Est. Cost $77.21 Unrealized +28.2%
RTX RTX Corp. 1.8%
Value ($000) $35 Shares 288,000 Est. Cost $87.78 Unrealized +26.5%
C Citigroup Inc. 1.8%
Value ($000) $34 Shares 548,500 Est. Cost $58.82 Unrealized +1.0%
AMAT Applied Materials, Inc. 1.7%
Value ($000) $33 Shares 165,600 Est. Cost $165.78 Unrealized +22.1%
TTEK Tetra Tech Inc. 1.7%
Value ($000) $32 Shares 684,000 Est. Cost $41.33 Unrealized +7.7%
NFLX Netflix Inc. 1.7%
Value ($000) $32 Shares 45,200 Est. Cost $45.77 Unrealized +46.1%
UBER Uber Technologies Inc. 1.7%
Value ($000) $32 Shares 425,000 Est. Cost $70.40 Unrealized 0.0%
HSY The Hershey Co. 1.5%
Value ($000) $30 Shares 154,000 Est. Cost $184.06 Unrealized +1.1%
LMT Lockheed Martin Corp. 1.5%
Value ($000) $29 Shares 49,100 Est. Cost $440.41 Unrealized +17.2%
NEE NextEra Energy Inc. 1.5%
Value ($000) $28 Shares 335,000 Est. Cost $55.40 Unrealized +35.1%
SPOT Spotify Technology S.A. 1.4%
Value ($000) $27 Shares 73,500 Est. Cost $233.10 Unrealized +42.6%
HDB HDFC Bank Ltd. 1.4%
Value ($000) $27 Shares 432,000 Est. Cost $0.06 Unrealized
ARM ARM Holdings PLC 1.4%
Value ($000) $27 Shares 188,900 Est. Cost $0.09 Unrealized
AXP American Express Co. 1.4%
Value ($000) $27 Shares 98,700 Est. Cost $185.23 Unrealized +32.3%
TMO Thermo Fisher Scientific, Inc. 1.4%
Value ($000) $26 Shares 42,700 Est. Cost $565.10 Unrealized +4.3%
WMT Walmart Inc. 1.3%
Value ($000) $25 Shares 306,400 Est. Cost $57.86 Unrealized +25.3%
LLY Eli Lilly and Co. 1.2%
Value ($000) $24 Shares 27,000 Est. Cost $606.67 Unrealized +46.8%
DELL Dell Technologies Inc. 1.2%
Value ($000) $24 Shares 200,000 Est. Cost $113.89 Unrealized 0.0%
CSCO Cisco Systems, Inc. 1.2%
Value ($000) $24 Shares 445,000 Est. Cost $46.78 Unrealized 0.0%
CROX Crocs, Inc. 1.1%
Value ($000) $21 Shares 147,200 Est. Cost $127.12 Unrealized +7.3%
MDGL Madrigal Pharmaceuticals, Inc. 1.1%
Value ($000) $21 Shares 99,215 Est. Cost $235.62 Unrealized +8.6%
COST Costco Wholesale Corp. 1.1%
Value ($000) $21 Shares 23,600 Est. Cost $628.67 Unrealized +37.1%
AAPL Apple Inc. 1.1%
Value ($000) $21 Shares 89,000 Est. Cost $221.95 Unrealized 0.0%
SNPS Synopsys, Inc. 1.1%
Value ($000) $20 Shares 40,000 Est. Cost $536.59 Unrealized 0.0%
DAR Darling Ingredients Inc. 1.0%
Value ($000) $19 Shares 500,000 Est. Cost $55.48 Unrealized -32.1%
TLN Talen Energy Corp. 1.0%
Value ($000) $18 Shares 103,000 Est. Cost $111.01 Unrealized +25.1%
MDB Mongo DB, Inc. 0.9%
Value ($000) $18 Shares 67,000 Est. Cost $354.96 Unrealized -26.8%
ORLY O'Reilly Automotive, Inc. 0.9%
Value ($000) $18 Shares 15,300 Est. Cost $47.14 Unrealized +55.8%
CCI Crown Castle Inc. 0.9%
Value ($000) $17 Shares 145,000 Est. Cost $102.00 Unrealized 0.0%
DIS The Walt Disney Co. 0.9%
Value ($000) $17 Shares 175,900 Est. Cost $130.80 Unrealized -30.8%
ETN Eaton Corp plc 0.9%
Value ($000) $17 Shares 50,000 Est. Cost $273.78 Unrealized +10.0%
KRUS Kura Sushi USA, Inc. 0.9%
Value ($000) $16 Shares 204,000 Est. Cost $96.88 Unrealized -34.4%
XYL Xylem, Inc. 0.9%
Value ($000) $16 Shares 120,900 Est. Cost $112.29 Unrealized +17.2%
LHX L3Harris Technologies, Inc. 0.8%
Value ($000) $16 Shares 66,700 Est. Cost $194.70 Unrealized +15.4%
DHI D.R. Horton, Inc. 0.8%
Value ($000) $16 Shares 83,000 Est. Cost $158.73 Unrealized +9.1%
BX Blackstone Inc. 0.8%
Value ($000) $16 Shares 103,000 Est. Cost $108.52 Unrealized +23.2%
BTU Peabody Energy Corp. 0.8%
Value ($000) $15 Shares 579,500 Est. Cost $23.50 Unrealized -5.1%
A Agilent Technologies, Inc. 0.8%
Value ($000) $15 Shares 99,200 Est. Cost $107.24 Unrealized +26.4%
CEG Constellation Energy Corp. 0.8%
Value ($000) $15 Shares 56,000 Est. Cost $118.80 Unrealized +65.9%
LDOS Leidos Holdings, Inc. 0.8%
Value ($000) $15 Shares 89,000 Est. Cost $100.44 Unrealized +48.4%
AVGO Broadcom Inc. 0.6%
Value ($000) $12 Shares 72,000 Est. Cost $153.49 Unrealized +2.9%
MKL Markel Group Inc. 0.6%
Value ($000) $12 Shares 7,500 Est. Cost $1328.48 Unrealized +17.8%
GOOG Alphabet Inc. 0.6%
Value ($000) $12 Shares 70,000 Est. Cost $154.31 Unrealized +9.0%
TDG TransDigm Group Inc. 0.6%
Value ($000) $12 Shares 8,100 Est. Cost $1152.37 Unrealized 0.0%
NKE NIKE, Inc. 0.6%
Value ($000) $11 Shares 130,000 Est. Cost $76.01 Unrealized 0.0%
AMD Advanced Micro Devices Inc. 0.6%
Value ($000) $11 Shares 70,000 Est. Cost $151.94 Unrealized 0.0%
MU Micron Technology, Inc. 0.6%
Value ($000) $11 Shares 110,000 Est. Cost $103.98 Unrealized 0.0%
OPCH Option Care Health Inc. 0.6%
Value ($000) $11 Shares 357,600 Est. Cost $22.84 Unrealized +34.4%
INSP Inspire Medical Systems, Inc. 0.6%
Value ($000) $11 Shares 52,400 Est. Cost $249.11 Unrealized -30.3%
AMRC Ameresco Inc. 0.6%
Value ($000) $11 Shares 288,700 Est. Cost $59.19 Unrealized -47.8%
CASY Casey's General Stores, Inc. 0.6%
Value ($000) $11 Shares 28,600 Est. Cost $300.08 Unrealized +23.7%
SCI Service Corp. International 0.6%
Value ($000) $11 Shares 135,000 Est. Cost $60.52 Unrealized +25.6%
TJX The TJX Companies, Inc. 0.6%
Value ($000) $11 Shares 90,600 Est. Cost $93.86 Unrealized +20.1%
BJ BJ's Wholesale Club Holdings Inc. 0.6%
Value ($000) $11 Shares 129,000 Est. Cost $77.34 Unrealized +9.4%
ONON On Holding AG 0.6%
Value ($000) $11 Shares 212,000 Est. Cost $32.77 Unrealized +30.9%
PANW Palo Alto Networks, Inc. 0.6%
Value ($000) $11 Shares 31,000 Est. Cost $87.41 Unrealized +92.6%
GFS GLOBALFOUNDRIes Inc. 0.6%
Value ($000) $11 Shares 263,000 Est. Cost $61.28 Unrealized -24.3%
Arista Networks Inc. 0.6%
Value ($000) $11 Shares 27,500 Est. Cost $0.24 Unrealized
COIN Coinbase Global Inc. 0.5%
Value ($000) $11 Shares 59,000 Est. Cost $208.89 Unrealized -4.1%
ROST Ross Stores Inc. 0.5%
Value ($000) $10 Shares 69,500 Est. Cost $128.79 Unrealized +12.8%
ULTA Ulta Beauty, Inc. 0.5%
Value ($000) $10 Shares 26,800 Est. Cost $375.07 Unrealized 0.0%
BWA BorgWarner, Inc. 0.5%
Value ($000) $10 Shares 287,100 Est. Cost $36.05 Unrealized -10.4%
JOBY Joby Aviation, Inc 0.5%
Value ($000) $10 Shares 2,055,000 Est. Cost $6.97 Unrealized -22.0%
OLLI Ollie's Bargain Outlet Holdings Inc. 0.5%
Value ($000) $10 Shares 106,000 Est. Cost $73.87 Unrealized +30.5%
KEY KeyCorp 0.5%
Value ($000) $10 Shares 600,000 Est. Cost $10.60 Unrealized +40.2%
HLI Houlihan Lokey, Inc. 0.5%
Value ($000) $10 Shares 63,400 Est. Cost $135.31 Unrealized +8.4%
MEDP Medpace Holdings, Inc. 0.5%
Value ($000) $10 Shares 29,101 Est. Cost $355.97 Unrealized +6.7%
ON ON Semiconductor Corp. 0.5%
Value ($000) $9 Shares 130,500 Est. Cost $70.16 Unrealized +3.8%
EVR Evercore Inc. 0.5%
Value ($000) $9 Shares 37,000 Est. Cost $234.02 Unrealized 0.0%
BA The Boeing Co. 0.5%
Value ($000) $9 Shares 59,000 Est. Cost $171.47 Unrealized 0.0%
LAZ Lazard Inc. 0.5%
Value ($000) $9 Shares 175,000 Est. Cost $43.00 Unrealized +7.7%
Akero Therapeutics Inc. 0.4%
Value ($000) $8 Shares 276,000 Est. Cost $0.02 Unrealized
DHR Danaher Corp. 0.4%
Value ($000) $8 Shares 27,500 Est. Cost $250.27 Unrealized +4.9%
LW Lamb Weston Holdings Inc. 0.3%
Value ($000) $6 Shares 100,000 Est. Cost $106.00 Unrealized -39.7%
HCA HCA Healthcare, Inc. 0.3%
Value ($000) $6 Shares 15,000 Est. Cost $362.13 Unrealized 0.0%
KNSL Kinsale Capital Group, Inc. 0.3%
Value ($000) $6 Shares 13,000 Est. Cost $291.26 Unrealized +51.5%
VST Vistra Corp. 0.3%
Value ($000) $6 Shares 50,000 Est. Cost $82.71 Unrealized +1.7%
NTNX Nutanix Inc. 0.3%
Value ($000) $6 Shares 100,000 Est. Cost $54.94 Unrealized 0.0%
ISRG Intuitive Surgical Inc. 0.3%
Value ($000) $6 Shares 12,000 Est. Cost $302.56 Unrealized +53.9%
INTC Intel Corp. 0.3%
Value ($000) $6 Shares 247,000 Est. Cost $34.14 Unrealized -27.1%
TAP Molson Coors Beverage Co. 0.3%
Value ($000) $6 Shares 100,000 Est. Cost $54.56 Unrealized -6.7%
HPE Hewlett Packard Enterprise Co. 0.3%
Value ($000) $6 Shares 280,000 Est. Cost $17.62 Unrealized +4.3%
BTI British American Tobacco PLC 0.3%
Value ($000) $5 Shares 150,000 Est. Cost $0.03 Unrealized
SMR NuScale Power Corp. 0.3%
Value ($000) $5 Shares 450,000 Est. Cost $5.16 Unrealized +97.7%
ELV Elevance Health Inc. 0.3%
Value ($000) $5 Shares 10,000 Est. Cost $513.68 Unrealized +1.4%
ESAB ESAB Corp. 0.3%
Value ($000) $5 Shares 46,666 Est. Cost $47.67 Unrealized +106.7%
GNRC Generac Holdings Inc. 0.2%
Value ($000) $5 Shares 30,000 Est. Cost $148.36 Unrealized 0.0%
HUM Humana Inc. 0.2%
Value ($000) $5 Shares 15,000 Est. Cost $330.11 Unrealized +5.7%
GTLS Chart Industries, Inc. 0.2%
Value ($000) $5 Shares 36,500 Est. Cost $181.75 Unrealized -27.8%
APH Amphenol Corp. 0.2%
Value ($000) $4 Shares 68,000 Est. Cost $62.23 Unrealized +2.9%
LULU Lululemon Athletica Inc. 0.2%
Value ($000) $4 Shares 15,500 Est. Cost $323.21 Unrealized -17.9%
Wolfspeed, Inc. 0.2%
Value ($000) $4 Shares 427,500 Est. Cost $7.41 Unrealized
MMYT Makemytrip Ltd. 0.2%
Value ($000) $4 Shares 40,000 Est. Cost $94.31 Unrealized 0.0%
BRKR Bruker Corp. 0.2%
Value ($000) $3 Shares 50,000 Est. Cost $64.19 Unrealized 0.0%
Altair Engineering Inc. 0.0%
Value ($000) $1 Shares 7,500 Est. Cost $0.10 Unrealized