Rheos Capital Works Inc. Diversified Active

CIK: 0001735445 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 2, 2023

Total Value ($000): $1,664 (100.0% shares, 0.0% debt)

Holdings (133)

MSFT Microsoft Corp. 5.8%
Value ($000) $96 Shares 399,100 Est. Cost $211.88 Unrealized +10.5%
NEE NextEra Energy Inc. 3.6%
Value ($000) $60 Shares 719,000 Est. Cost $73.99 Unrealized -0.2%
CTVA Corteva, Inc. 3.1%
Value ($000) $52 Shares 880,000 Est. Cost $58.87 Unrealized +3.9%
TTEK Tetra Tech Inc. 2.7%
Value ($000) $45 Shares 306,800 Est. Cost $27.44 Unrealized +5.4%
DE Deere & Co. 2.7%
Value ($000) $44 Shares 103,000 Est. Cost $347.66 Unrealized +11.8%
TJX TJX Companies, Inc. 2.3%
Value ($000) $39 Shares 487,000 Est. Cost $60.43 Unrealized +17.0%
CAT Caterpillar Inc. 2.3%
Value ($000) $38 Shares 160,000 Est. Cost $206.59 Unrealized 0.0%
RACE Ferrari NV 2.2%
Value ($000) $36 Shares 169,100 Est. Cost $220.85 Unrealized -6.7%
WDAY Workday, Inc. 2.0%
Value ($000) $34 Shares 200,900 Est. Cost $201.06 Unrealized -22.4%
HSY The Hershey Co. 2.0%
Value ($000) $33 Shares 142,900 Est. Cost $178.78 Unrealized +18.6%
CDNS Cadence Design Systems Inc. 1.6%
Value ($000) $27 Shares 167,600 Est. Cost $116.34 Unrealized +37.4%
ROST Ross Stores Inc. 1.5%
Value ($000) $26 Shares 222,100 Est. Cost $103.57 Unrealized -4.9%
CARR Carrier Global Corp. 1.4%
Value ($000) $23 Shares 569,500 Est. Cost $41.10 Unrealized -5.4%
EMR Emerson Electric Co. 1.4%
Value ($000) $23 Shares 242,100 Est. Cost $71.53 Unrealized +18.2%
TSN Tyson Foods Inc. 1.4%
Value ($000) $23 Shares 366,900 Est. Cost $62.74 Unrealized -7.1%
NOW ServiceNow, Inc. 1.3%
Value ($000) $22 Shares 57,000 Est. Cost $97.77 Unrealized -20.1%
ROK Rockwell Automation, Inc. 1.2%
Value ($000) $20 Shares 78,800 Est. Cost $211.86 Unrealized +12.3%
ORLY O'Reilly Automotive, Inc. 1.2%
Value ($000) $20 Shares 23,900 Est. Cost $47.14 Unrealized +14.1%
SBUX Starbucks Corp. 1.2%
Value ($000) $20 Shares 200,000 Est. Cost $87.55 Unrealized 0.0%
BILL Bill.Com Holdings, Inc. 1.2%
Value ($000) $20 Shares 181,500 Est. Cost $189.11 Unrealized -36.5%
BJ BJ's Wholesale Club Holdings Inc. 1.2%
Value ($000) $20 Shares 296,000 Est. Cost $23.83 Unrealized +204.1%
OTIS Otis Worldwide Corp. 1.1%
Value ($000) $19 Shares 242,000 Est. Cost $64.31 Unrealized +9.1%
TXN Texas Instruments Inc. 1.1%
Value ($000) $19 Shares 114,300 Est. Cost $127.60 Unrealized +19.0%
IBM International Business Machines Corp. 1.1%
Value ($000) $19 Shares 133,800 Est. Cost $117.66 Unrealized +4.6%
GOOG Alphabet Inc. 1.1%
Value ($000) $19 Shares 210,000 Est. Cost $101.62 Unrealized -6.8%
ASML ASML Holding N.V. 1.1%
Value ($000) $18 Shares 33,500 Est. Cost $697.33 Unrealized
AMZN Amazon.com Inc. 1.1%
Value ($000) $18 Shares 217,000 Est. Cost $122.21 Unrealized -19.2%
MSI Motorola Solutions Inc. 1.0%
Value ($000) $17 Shares 67,200 Est. Cost $148.95 Unrealized +61.8%
SCI Service Corp. International 1.0%
Value ($000) $17 Shares 245,000 Est. Cost $58.00 Unrealized +14.8%
ORCL Oracle Corp. 1.0%
Value ($000) $17 Shares 207,000 Est. Cost $76.02 Unrealized -3.7%
ACN Accenture plc. 1.0%
Value ($000) $16 Shares 60,400 Est. Cost $178.24 Unrealized +48.2%
OPCH Option Care Health Inc. 0.9%
Value ($000) $16 Shares 520,000 Est. Cost $21.91 Unrealized +41.7%
FIVE Five Below Inc. 0.9%
Value ($000) $15 Shares 83,500 Est. Cost $150.79 Unrealized +4.3%
BALL Ball Corp. 0.9%
Value ($000) $15 Shares 286,800 Est. Cost $85.84 Unrealized -42.3%
Bunge Ltd. 0.9%
Value ($000) $14 Shares 145,000 Est. Cost $89.29 Unrealized
AMRC Ameresco Inc. 0.9%
Value ($000) $14 Shares 250,700 Est. Cost $69.73 Unrealized -12.6%
BN Brookfield Corp. 0.9%
Value ($000) $14 Shares 453,000 Est. Cost $21.90 Unrealized 0.0%
Discover Financial Services 0.9%
Value ($000) $14 Shares 144,800 Est. Cost $82.52 Unrealized
DAR Darling Ingredients Inc. 0.8%
Value ($000) $14 Shares 223,000 Est. Cost $70.29 Unrealized +0.3%
AZO Autozone, Inc. 0.8%
Value ($000) $14 Shares 5,600 Est. Cost $2178.52 Unrealized +10.9%
MANH Manhattan Associates, Inc. 0.8%
Value ($000) $14 Shares 113,400 Est. Cost $130.13 Unrealized -5.5%
MU Micron Technology, Inc. 0.8%
Value ($000) $14 Shares 271,800 Est. Cost $64.62 Unrealized -16.7%
SITE SiteOne Landscape Supply Inc. 0.8%
Value ($000) $14 Shares 115,192 Est. Cost $93.82 Unrealized +24.2%
EW Edwards Lifesciences Corp. 0.8%
Value ($000) $13 Shares 180,165 Est. Cost $76.01 Unrealized +1.4%
ROP Roper Technologies Inc. 0.8%
Value ($000) $13 Shares 30,500 Est. Cost $401.99 Unrealized +0.5%
QCOM Qualcomm Inc. 0.8%
Value ($000) $13 Shares 115,400 Est. Cost $72.77 Unrealized +49.6%
GNRC Generac Holdings Inc. 0.8%
Value ($000) $13 Shares 125,600 Est. Cost $155.79 Unrealized -27.4%
LOB Live Oak Bancshares, Inc. 0.7%
Value ($000) $12 Shares 413,000 Est. Cost $66.12 Unrealized -51.7%
Skechers USA Inc. 0.7%
Value ($000) $12 Shares 295,400 Est. Cost $26.39 Unrealized
GS Goldman Sachs Group, Inc. 0.7%
Value ($000) $12 Shares 35,300 Est. Cost $220.43 Unrealized +45.9%
INTU Intuit Inc. 0.7%
Value ($000) $12 Shares 30,000 Est. Cost $418.36 Unrealized -7.0%
GT THE Goodyear Tire & Rubber Co. 0.7%
Value ($000) $11 Shares 1,066,700 Est. Cost $18.68 Unrealized -41.5%
COF Capital One Financial Corp. 0.6%
Value ($000) $11 Shares 114,800 Est. Cost $85.77 Unrealized +8.5%
WCN Waste Connections, Inc. 0.6%
Value ($000) $11 Shares 80,000 Est. Cost $126.61 Unrealized +5.3%
BWA BorgWarner, Inc. 0.6%
Value ($000) $10 Shares 258,100 Est. Cost $36.30 Unrealized -10.3%
WM Waste Management, Inc. 0.6%
Value ($000) $10 Shares 65,600 Est. Cost $112.99 Unrealized +35.6%
XYL Xylem, Inc. 0.6%
Value ($000) $10 Shares 90,000 Est. Cost $120.34 Unrealized -16.1%
CASY Casey's General Stores, Inc. 0.6%
Value ($000) $10 Shares 43,300 Est. Cost $211.75 Unrealized +5.7%
URI United Rentals Inc. 0.6%
Value ($000) $10 Shares 27,100 Est. Cost $314.61 Unrealized +1.2%
DOW Dow Inc. 0.6%
Value ($000) $9 Shares 187,700 Est. Cost $34.80 Unrealized +16.4%
AMAT Applied Materials, Inc. 0.6%
Value ($000) $9 Shares 96,800 Est. Cost $113.20 Unrealized -17.6%
A Agilent Technologies, Inc. 0.6%
Value ($000) $9 Shares 62,800 Est. Cost $87.98 Unrealized +58.8%
World Wrestling Entertainment, Inc. 0.6%
Value ($000) $9 Shares 136,800 Est. Cost $56.40 Unrealized
Lam Research Corp. 0.6%
Value ($000) $9 Shares 22,100 Est. Cost $235.77 Unrealized
AWK American Water Works Co., Inc. 0.5%
Value ($000) $9 Shares 60,000 Est. Cost $141.01 Unrealized -4.4%
THO Thor Industries, Inc. 0.5%
Value ($000) $9 Shares 120,200 Est. Cost $82.61 Unrealized -9.2%
FTNT Fortinet, Inc. 0.5%
Value ($000) $9 Shares 183,000 Est. Cost $54.17 Unrealized -3.8%
AXP American Express Co. 0.5%
Value ($000) $9 Shares 59,900 Est. Cost $124.36 Unrealized +14.5%
KEYS Keysight Technologies Inc. 0.5%
Value ($000) $9 Shares 51,000 Est. Cost $120.37 Unrealized +41.6%
DIS The Walt Disney Co. 0.5%
Value ($000) $9 Shares 100,000 Est. Cost $156.74 Unrealized -40.4%
OLLI Ollie's Bargain Outlet Holdings Inc. 0.5%
Value ($000) $9 Shares 182,600 Est. Cost $73.10 Unrealized -26.2%
EXPO Exponent Inc. 0.5%
Value ($000) $9 Shares 86,100 Est. Cost $75.22 Unrealized +24.0%
EQIX Equinix Inc. 0.5%
Value ($000) $9 Shares 13,000 Est. Cost $599.28 Unrealized -3.4%
GM General Motors Co. 0.5%
Value ($000) $8 Shares 248,000 Est. Cost $35.44 Unrealized +0.9%
Wolfspeed, Inc. 0.5%
Value ($000) $8 Shares 120,700 Est. Cost $76.25 Unrealized
Cooper Companies, Inc. 0.5%
Value ($000) $8 Shares 24,400 Est. Cost $343.35 Unrealized
AMT American Tower Corp. 0.5%
Value ($000) $8 Shares 37,600 Est. Cost $198.13 Unrealized -5.8%
CHH Choice Hotels International, Inc. 0.5%
Value ($000) $8 Shares 68,000 Est. Cost $122.59 Unrealized -5.5%
V Visa Inc. 0.5%
Value ($000) $8 Shares 36,200 Est. Cost $140.61 Unrealized +40.1%
CCI Crown Castle International Corp. 0.4%
Value ($000) $7 Shares 54,900 Est. Cost $127.13 Unrealized -10.6%
TTWO Take-Two Interactive Software, Inc. 0.4%
Value ($000) $7 Shares 70,700 Est. Cost $160.83 Unrealized -32.7%
Hess Corp. 0.4%
Value ($000) $7 Shares 51,800 Est. Cost $106.36 Unrealized
The Duckhorn Portfolio, Inc. 0.4%
Value ($000) $7 Shares 439,000 Est. Cost $14.31 Unrealized
MUSA Murphy USA Inc. 0.4%
Value ($000) $7 Shares 26,000 Est. Cost $275.20 Unrealized +3.8%
HLI Houlihan Lokey, Inc. 0.4%
Value ($000) $7 Shares 81,500 Est. Cost $98.98 Unrealized -14.0%
RTX Raytheon Technologies Corp. 0.4%
Value ($000) $7 Shares 70,000 Est. Cost $86.02 Unrealized +1.9%
TMO Thermo Fisher Scientific, Inc. 0.4%
Value ($000) $7 Shares 12,500 Est. Cost $550.36 Unrealized -4.6%
YETI Yeti Holdings Inc. 0.4%
Value ($000) $7 Shares 162,900 Est. Cost $65.61 Unrealized -42.8%
WH Wyndham Hotels & Resorts, Inc. 0.4%
Value ($000) $7 Shares 94,000 Est. Cost $66.95 Unrealized +5.6%
GPN Global Payments Inc. 0.4%
Value ($000) $7 Shares 66,800 Est. Cost $156.46 Unrealized -35.5%
LDOS Leidos Holdings, Inc. 0.4%
Value ($000) $7 Shares 62,300 Est. Cost $95.31 Unrealized +3.3%
EOG EOG Resources, Inc. 0.4%
Value ($000) $6 Shares 50,000 Est. Cost $63.46 Unrealized +85.6%
AKAM Akamai Technologies Inc. 0.4%
Value ($000) $6 Shares 73,800 Est. Cost $99.51 Unrealized -12.5%
PowerSchool Holdings, Inc. 0.4%
Value ($000) $6 Shares 257,700 Est. Cost $0.02 Unrealized
LHX L3Harris Technologies, Inc. 0.4%
Value ($000) $6 Shares 28,500 Est. Cost $213.70 Unrealized -1.3%
S SentinelOne, Inc. 0.4%
Value ($000) $6 Shares 399,300 Est. Cost $32.70 Unrealized -43.4%
DOCS Doximity, Inc. 0.3%
Value ($000) $6 Shares 172,800 Est. Cost $59.92 Unrealized -49.0%
SMPL Simply Good Foods Corp. 0.3%
Value ($000) $6 Shares 149,000 Est. Cost $38.18 Unrealized -3.3%
INTC Intel Corp. 0.3%
Value ($000) $5 Shares 206,600 Est. Cost $48.57 Unrealized -45.1%
GTLS Chart Industries, Inc. 0.3%
Value ($000) $5 Shares 46,500 Est. Cost $181.75 Unrealized -11.6%
VEEV Veeva Systems Inc. 0.3%
Value ($000) $5 Shares 31,900 Est. Cost $152.12 Unrealized +12.3%
PGNY Progyny Inc. 0.3%
Value ($000) $5 Shares 156,000 Est. Cost $56.17 Unrealized -35.6%
SGRY Surgery Partners Inc. 0.3%
Value ($000) $5 Shares 174,000 Est. Cost $54.18 Unrealized -51.1%
DAN Dana Inc. 0.3%
Value ($000) $5 Shares 318,500 Est. Cost $20.72 Unrealized -31.6%
JCI Johnson Controls Inc. 0.3%
Value ($000) $5 Shares 75,000 Est. Cost $57.70 Unrealized 0.0%
AMD Advanced Micro Devices Inc. 0.3%
Value ($000) $5 Shares 71,800 Est. Cost $66.01 Unrealized 0.0%
Liberty Media Corp-Liberty Formula One 0.3%
Value ($000) $5 Shares 85,600 Est. Cost $42.41 Unrealized
MSCI MSCI Inc. 0.3%
Value ($000) $5 Shares 9,800 Est. Cost $283.44 Unrealized +58.4%
PANW Palo Alto Networks, Inc. 0.3%
Value ($000) $4 Shares 31,500 Est. Cost $87.09 Unrealized -7.8%
ALLY Ally Financial Inc. 0.3%
Value ($000) $4 Shares 174,000 Est. Cost $29.43 Unrealized -19.7%
SPGI S&P Global Inc. 0.2%
Value ($000) $4 Shares 12,400 Est. Cost $269.05 Unrealized +19.4%
PYPL PayPal Holdings Inc. 0.2%
Value ($000) $4 Shares 57,000 Est. Cost $79.85 Unrealized 0.0%
NICE NICE Ltd. 0.2%
Value ($000) $4 Shares 19,200 Est. Cost $177.73 Unrealized
VRT Vertiv Holdings Co. 0.2%
Value ($000) $4 Shares 265,000 Est. Cost $23.33 Unrealized -43.1%
AMN AMN Healthcare Services, Inc. 0.2%
Value ($000) $3 Shares 34,000 Est. Cost $111.02 Unrealized +3.7%
MCHP Microchip Technology Inc. 0.2%
Value ($000) $3 Shares 48,000 Est. Cost $68.26 Unrealized -6.4%
Brookfield Asset Management Inc. 0.2%
Value ($000) $3 Shares 114,074 Est. Cost $45.15 Unrealized
ENOV Enovis Corp. 0.2%
Value ($000) $3 Shares 57,666 Est. Cost $62.02 Unrealized -16.8%
DOCU DocuSign Inc. 0.2%
Value ($000) $3 Shares 51,200 Est. Cost $142.25 Unrealized -65.8%
Arco Platform Ltd. 0.2%
Value ($000) $3 Shares 202,700 Est. Cost $33.73 Unrealized
Oak Street Health Inc. 0.2%
Value ($000) $3 Shares 125,600 Est. Cost $58.57 Unrealized
ALGT Allegiant Travel Co. 0.1%
Value ($000) $2 Shares 35,200 Est. Cost $157.00 Unrealized -55.1%
ESAB ESAB Corp. 0.1%
Value ($000) $2 Shares 46,666 Est. Cost $47.67 Unrealized -13.1%
XYZ Block, Inc. 0.1%
Value ($000) $2 Shares 33,300 Est. Cost $180.18 Unrealized -65.8%
BL BlackLine, Inc. 0.1%
Value ($000) $2 Shares 28,000 Est. Cost $115.95 Unrealized -46.5%
TSLA Tesla Inc. 0.1%
Value ($000) $2 Shares 15,000 Est. Cost $297.98 Unrealized -36.5%
PCOR Procore Technologies, Inc. 0.1%
Value ($000) $1 Shares 30,000 Est. Cost $87.63 Unrealized -41.7%
Olo Inc. 0.1%
Value ($000) $1 Shares 222,200 Est. Cost $11.33 Unrealized
CYRX CryoPort, Inc. 0.1%
Value ($000) $1 Shares 55,000 Est. Cost $69.20 Unrealized -69.5%
ALKT Alkami Technology, Inc. 0.1%
Value ($000) $1 Shares 62,500 Est. Cost $25.62 Unrealized -45.6%
KTOS Kratos Defense & Security Solutions, Inc. 0.0%
Value ($000) $1 Shares 58,000 Est. Cost $13.39 Unrealized -25.7%
Brookfield Reinsurance Ltd. 0.0%
Value ($000) $0 Shares 3,296 Est. Cost $0.03 Unrealized
CURV Torrid Holdings Inc. 0.0%
Value ($000) $0 Shares 27,000 Est. Cost $14.85 Unrealized -72.5%