Rheos Capital Works Inc. Diversified Active

CIK: 0001735445 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 9, 2022

Total Value ($000): $1,484,413 (100.0% shares, 0.0% debt)

Holdings (145)

MSFT Microsoft Corp. 2.4%
Value ($000) $35,028 Shares 150,400 Est. Cost $175.21 Unrealized +46.6%
DE Deere & Co. 2.3%
Value ($000) $34,391 Shares 103,000 Est. Cost $347.66 Unrealized -6.1%
NEE NextEra Energy Inc. 2.2%
Value ($000) $32,854 Shares 419,000 Est. Cost $74.11 Unrealized +4.1%
EOG EOG Resources, Inc. 1.9%
Value ($000) $28,804 Shares 257,800 Est. Cost $63.46 Unrealized +53.9%
TTEK Tetra Tech Inc. 1.9%
Value ($000) $28,649 Shares 222,900 Est. Cost $26.88 Unrealized +4.1%
TXN Texas Instruments Inc. 1.9%
Value ($000) $28,495 Shares 184,100 Est. Cost $127.60 Unrealized +18.8%
CDNS Cadence Design Systems Inc. 1.8%
Value ($000) $27,391 Shares 167,600 Est. Cost $116.34 Unrealized +47.8%
WDAY Workday, Inc. 1.8%
Value ($000) $26,441 Shares 173,700 Est. Cost $208.13 Unrealized -24.8%
HSY The Hershey Co. 1.8%
Value ($000) $25,993 Shares 117,900 Est. Cost $171.71 Unrealized +19.5%
BJ BJ's Wholesale Club Holdings Inc. 1.7%
Value ($000) $25,265 Shares 347,000 Est. Cost $23.83 Unrealized +200.9%
TSN Tyson Foods Inc. 1.6%
Value ($000) $24,190 Shares 366,900 Est. Cost $62.74 Unrealized +12.2%
TJX TJX Companies, Inc. 1.5%
Value ($000) $22,674 Shares 365,000 Est. Cost $56.99 Unrealized +5.1%
AMZN Amazon.com Inc. 1.5%
Value ($000) $21,922 Shares 194,000 Est. Cost $124.99 Unrealized +1.1%
ORCL Oracle Corp. 1.5%
Value ($000) $21,802 Shares 357,000 Est. Cost $76.02 Unrealized -7.7%
CTVA Corteva, Inc. 1.5%
Value ($000) $21,717 Shares 380,000 Est. Cost $55.89 Unrealized +0.5%
NOW ServiceNow, Inc. 1.5%
Value ($000) $21,524 Shares 57,000 Est. Cost $97.77 Unrealized -7.9%
LW Lamb Weston Holdings Inc. 1.4%
Value ($000) $20,970 Shares 271,000 Est. Cost $60.21 Unrealized +22.4%
CARR Carrier Global Corp. 1.4%
Value ($000) $20,251 Shares 569,500 Est. Cost $41.10 Unrealized -8.5%
BILL Bill.Com Holdings, Inc. 1.4%
Value ($000) $20,120 Shares 152,000 Est. Cost $202.52 Unrealized -29.1%
GNRC Generac Holdings Inc. 1.3%
Value ($000) $18,954 Shares 106,400 Est. Cost $163.48 Unrealized +40.2%
ROST Ross Stores Inc. 1.3%
Value ($000) $18,716 Shares 222,100 Est. Cost $103.57 Unrealized -21.1%
OPCH Option Care Health Inc. 1.3%
Value ($000) $18,567 Shares 590,000 Est. Cost $21.91 Unrealized +46.1%
Brookfield Asset Management Inc. 1.2%
Value ($000) $18,523 Shares 453,000 Est. Cost $45.15 Unrealized
RACE Ferrari NV 1.2%
Value ($000) $17,501 Shares 94,600 Est. Cost $232.47 Unrealized -14.2%
ROK Rockwell Automation, Inc. 1.1%
Value ($000) $16,951 Shares 78,800 Est. Cost $211.86 Unrealized +3.8%
AZO Autozone, Inc. 1.1%
Value ($000) $16,064 Shares 7,500 Est. Cost $2178.52 Unrealized 0.0%
Hess Corp. 1.1%
Value ($000) $15,804 Shares 145,000 Est. Cost $106.36 Unrealized
ORLY O'Reilly Automotive, Inc. 1.1%
Value ($000) $15,614 Shares 22,200 Est. Cost $46.63 Unrealized 0.0%
ACN Accenture plc. 1.0%
Value ($000) $15,541 Shares 60,400 Est. Cost $178.24 Unrealized +54.1%
IBM International Business Machines Corp. 1.0%
Value ($000) $15,445 Shares 130,000 Est. Cost $117.50 Unrealized -1.6%
OTIS Otis Worldwide Corp. 1.0%
Value ($000) $15,440 Shares 242,000 Est. Cost $64.31 Unrealized +7.7%
GTLS Chart Industries, Inc. 1.0%
Value ($000) $15,393 Shares 83,500 Est. Cost $181.75 Unrealized +2.0%
MSI Motorola Solutions Inc. 1.0%
Value ($000) $15,051 Shares 67,200 Est. Cost $148.95 Unrealized +52.3%
EW Edwards Lifesciences Corp. 1.0%
Value ($000) $14,887 Shares 180,165 Est. Cost $76.01 Unrealized +26.6%
DAR Darling Ingredients Inc. 1.0%
Value ($000) $14,751 Shares 223,000 Est. Cost $70.29 Unrealized -0.8%
GWW W.W. Grainger, Inc. 1.0%
Value ($000) $14,480 Shares 29,600 Est. Cost $420.23 Unrealized +21.4%
HQY HealthEquity, Inc. 1.0%
Value ($000) $14,455 Shares 215,200 Est. Cost $57.37 Unrealized +10.3%
SCI Service Corp. International 1.0%
Value ($000) $14,146 Shares 245,000 Est. Cost $58.00 Unrealized +13.6%
EMR Emerson Electric Co. 0.9%
Value ($000) $14,066 Shares 192,100 Est. Cost $68.15 Unrealized +13.9%
ASML ASML Holding N.V. 0.9%
Value ($000) $13,914 Shares 33,500 Est. Cost $697.33 Unrealized
BALL Ball Corp. 0.9%
Value ($000) $13,858 Shares 286,800 Est. Cost $85.84 Unrealized -31.8%
CB Chubb Ltd. 0.9%
Value ($000) $13,823 Shares 76,000 Est. Cost $196.27 Unrealized -7.4%
Discover Financial Services 0.9%
Value ($000) $13,165 Shares 144,800 Est. Cost $82.52 Unrealized
QCOM Qualcomm Inc. 0.9%
Value ($000) $13,038 Shares 115,400 Est. Cost $72.77 Unrealized +74.6%
AMRC Ameresco Inc. 0.9%
Value ($000) $13,010 Shares 195,700 Est. Cost $72.20 Unrealized -14.9%
Pioneer Natural Resources Co. 0.8%
Value ($000) $12,559 Shares 58,000 Est. Cost $225.01 Unrealized
SITE SiteOne Landscape Supply Inc. 0.8%
Value ($000) $11,996 Shares 115,192 Est. Cost $93.82 Unrealized +33.5%
Bunge Ltd. 0.8%
Value ($000) $11,973 Shares 145,000 Est. Cost $89.29 Unrealized
LOB Live Oak Bancshares, Inc. 0.8%
Value ($000) $11,750 Shares 384,000 Est. Cost $68.70 Unrealized -47.8%
World Wrestling Entertainment, Inc. 0.8%
Value ($000) $11,704 Shares 166,800 Est. Cost $56.40 Unrealized
Arista Networks Inc. 0.8%
Value ($000) $11,560 Shares 102,400 Est. Cost $190.60 Unrealized
FIVE Five Below Inc. 0.8%
Value ($000) $11,495 Shares 83,500 Est. Cost $150.79 Unrealized -12.9%
ROP Roper Technologies Inc. 0.7%
Value ($000) $10,969 Shares 30,500 Est. Cost $401.99 Unrealized -0.9%
WCN Waste Connections, Inc. 0.7%
Value ($000) $10,810 Shares 80,000 Est. Cost $126.61 Unrealized +5.4%
GT THE Goodyear Tire & Rubber Co. 0.7%
Value ($000) $10,763 Shares 1,066,700 Est. Cost $18.68 Unrealized -31.9%
COF Capital One Financial Corp. 0.7%
Value ($000) $10,581 Shares 114,800 Est. Cost $85.77 Unrealized +16.9%
WM Waste Management, Inc. 0.7%
Value ($000) $10,510 Shares 65,600 Est. Cost $112.99 Unrealized +38.5%
GS Goldman Sachs Group, Inc. 0.7%
Value ($000) $10,345 Shares 35,300 Est. Cost $220.43 Unrealized +34.8%
GOOG Alphabet Inc. 0.6%
Value ($000) $9,615 Shares 100,000 Est. Cost $109.21 Unrealized +1.5%
DIS The Walt Disney Co. 0.6%
Value ($000) $9,433 Shares 100,000 Est. Cost $156.74 Unrealized -33.3%
Skechers USA Inc. 0.6%
Value ($000) $9,370 Shares 295,400 Est. Cost $26.39 Unrealized
INTU Intuit Inc. 0.6%
Value ($000) $9,334 Shares 24,100 Est. Cost $425.57 Unrealized -0.7%
CRWD CrowdStrike Holdings Inc. 0.6%
Value ($000) $9,229 Shares 56,000 Est. Cost $188.65 Unrealized -3.0%
FTNT Fortinet, Inc. 0.6%
Value ($000) $8,991 Shares 183,000 Est. Cost $54.17 Unrealized 0.0%
MANH Manhattan Associates, Inc. 0.6%
Value ($000) $8,780 Shares 66,000 Est. Cost $135.29 Unrealized 0.0%
Wolfspeed, Inc. 0.6%
Value ($000) $8,414 Shares 81,400 Est. Cost $113.03 Unrealized
OLLI Ollie's Bargain Outlet Holdings Inc. 0.6%
Value ($000) $8,287 Shares 160,600 Est. Cost $75.73 Unrealized -18.4%
DOW Dow Inc. 0.6%
Value ($000) $8,246 Shares 187,700 Est. Cost $34.80 Unrealized +19.1%
BWA BorgWarner, Inc. 0.5%
Value ($000) $8,104 Shares 258,100 Est. Cost $36.30 Unrealized -15.3%
AXP American Express Co. 0.5%
Value ($000) $8,081 Shares 59,900 Est. Cost $124.36 Unrealized +16.6%
AMT American Tower Corp. 0.5%
Value ($000) $8,073 Shares 37,600 Est. Cost $198.13 Unrealized +15.5%
KEYS Keysight Technologies Inc. 0.5%
Value ($000) $8,025 Shares 51,000 Est. Cost $120.37 Unrealized +33.0%
GM General Motors Co. 0.5%
Value ($000) $7,958 Shares 248,000 Est. Cost $35.44 Unrealized 0.0%
CCI Crown Castle International Corp. 0.5%
Value ($000) $7,936 Shares 54,900 Est. Cost $127.13 Unrealized +12.1%
XYL Xylem, Inc. 0.5%
Value ($000) $7,862 Shares 90,000 Est. Cost $120.34 Unrealized -27.5%
AWK American Water Works Co., Inc. 0.5%
Value ($000) $7,810 Shares 60,000 Est. Cost $141.01 Unrealized -0.7%
TTWO Take-Two Interactive Software, Inc. 0.5%
Value ($000) $7,706 Shares 70,700 Est. Cost $160.83 Unrealized -22.8%
A Agilent Technologies, Inc. 0.5%
Value ($000) $7,633 Shares 62,800 Est. Cost $87.98 Unrealized +42.6%
MU Micron Technology, Inc. 0.5%
Value ($000) $7,565 Shares 151,000 Est. Cost $73.27 Unrealized -22.3%
EYE National Vision Holdings Inc. 0.5%
Value ($000) $7,555 Shares 231,400 Est. Cost $39.78 Unrealized -18.3%
EXPO Exponent Inc. 0.5%
Value ($000) $7,548 Shares 86,100 Est. Cost $75.22 Unrealized +20.7%
CHH Choice Hotels International, Inc. 0.5%
Value ($000) $7,447 Shares 68,000 Est. Cost $122.59 Unrealized -9.5%
EQIX Equinix Inc. 0.5%
Value ($000) $7,395 Shares 13,000 Est. Cost $599.28 Unrealized +1.7%
URI United Rentals Inc. 0.5%
Value ($000) $7,320 Shares 27,100 Est. Cost $314.61 Unrealized -10.4%
H Hyatt Hotels Corp. 0.5%
Value ($000) $7,303 Shares 90,200 Est. Cost $77.70 Unrealized +8.1%
GPN Global Payments Inc. 0.5%
Value ($000) $7,218 Shares 66,800 Est. Cost $156.46 Unrealized -23.8%
SLB Schlumberger N.V. 0.5%
Value ($000) $7,194 Shares 200,400 Est. Cost $33.03 Unrealized +1.2%
MUSA Murphy USA Inc. 0.5%
Value ($000) $7,148 Shares 26,000 Est. Cost $275.20 Unrealized 0.0%
Cooper Companies, Inc. 0.4%
Value ($000) $6,439 Shares 24,400 Est. Cost $343.35 Unrealized
V Visa Inc. 0.4%
Value ($000) $6,431 Shares 36,200 Est. Cost $140.61 Unrealized +41.1%
TMO Thermo Fisher Scientific, Inc. 0.4%
Value ($000) $6,340 Shares 12,500 Est. Cost $550.36 Unrealized +0.7%
HLI Houlihan Lokey, Inc. 0.4%
Value ($000) $6,143 Shares 81,500 Est. Cost $98.98 Unrealized -22.9%
AKAM Akamai Technologies Inc. 0.4%
Value ($000) $5,928 Shares 73,800 Est. Cost $99.51 Unrealized -8.5%
PANW Palo Alto Networks, Inc. 0.4%
Value ($000) $5,896 Shares 36,000 Est. Cost $87.09 Unrealized -0.6%
PGNY Progyny Inc. 0.4%
Value ($000) $5,781 Shares 156,000 Est. Cost $56.17 Unrealized -33.3%
WH Wyndham Hotels & Resorts, Inc. 0.4%
Value ($000) $5,767 Shares 94,000 Est. Cost $66.95 Unrealized 0.0%
FANG Diamondback Energy, Inc. 0.4%
Value ($000) $5,650 Shares 46,900 Est. Cost $107.62 Unrealized -0.1%
INTC Intel Corp. 0.4%
Value ($000) $5,324 Shares 206,600 Est. Cost $48.57 Unrealized -33.5%
ETN Eaton Corp plc 0.4%
Value ($000) $5,308 Shares 39,800 Est. Cost $147.33 Unrealized -9.5%
VEEV Veeva Systems Inc. 0.4%
Value ($000) $5,260 Shares 31,900 Est. Cost $152.12 Unrealized +31.3%
CASY Casey's General Stores, Inc. 0.3%
Value ($000) $5,104 Shares 25,200 Est. Cost $203.15 Unrealized 0.0%
ALLY Ally Financial Inc. 0.3%
Value ($000) $4,842 Shares 174,000 Est. Cost $29.43 Unrealized -0.7%
SMPL Simply Good Foods Corp. 0.3%
Value ($000) $4,767 Shares 149,000 Est. Cost $38.18 Unrealized -14.0%
HAL Halliburton Co. 0.3%
Value ($000) $4,688 Shares 190,400 Est. Cost $29.85 Unrealized -11.1%
LHX L3Harris Technologies, Inc. 0.3%
Value ($000) $4,510 Shares 21,700 Est. Cost $214.55 Unrealized 0.0%
DOCS Doximity, Inc. 0.3%
Value ($000) $4,439 Shares 146,900 Est. Cost $65.10 Unrealized -43.7%
AMAT Applied Materials, Inc. 0.3%
Value ($000) $4,408 Shares 53,800 Est. Cost $129.12 Unrealized -27.6%
MELI MercadoLibre Inc. 0.3%
Value ($000) $4,304 Shares 5,200 Est. Cost $1053.51 Unrealized -18.4%
Lam Research Corp. 0.3%
Value ($000) $4,282 Shares 11,700 Est. Cost $444.97 Unrealized
BKR Baker Hughes Co. 0.3%
Value ($000) $4,200 Shares 200,400 Est. Cost $27.68 Unrealized -16.6%
MSCI MSCI Inc. 0.3%
Value ($000) $4,134 Shares 9,800 Est. Cost $283.44 Unrealized +55.4%
SGRY Surgery Partners Inc. 0.3%
Value ($000) $4,089 Shares 174,762 Est. Cost $54.18 Unrealized -41.1%
The Duckhorn Portfolio, Inc. 0.3%
Value ($000) $4,040 Shares 280,000 Est. Cost $22.42 Unrealized
TSLA Tesla Inc. 0.3%
Value ($000) $3,979 Shares 15,000 Est. Cost $297.98 Unrealized -6.3%
CNH CNH Industrial NV 0.3%
Value ($000) $3,910 Shares 350,000 Est. Cost $13.01 Unrealized -15.2%
S SentinelOne, Inc. 0.3%
Value ($000) $3,860 Shares 151,000 Est. Cost $56.04 Unrealized -53.2%
SPGI S&P Global Inc. 0.3%
Value ($000) $3,786 Shares 12,400 Est. Cost $269.05 Unrealized +29.2%
WPM Wheaton Precious Metals Corp. 0.2%
Value ($000) $3,708 Shares 114,600 Est. Cost $37.70 Unrealized -15.9%
DAN Dana Inc. 0.2%
Value ($000) $3,640 Shares 318,500 Est. Cost $20.72 Unrealized -33.6%
Liberty Media Corp-Liberty Formula One 0.2%
Value ($000) $3,629 Shares 69,100 Est. Cost $52.52 Unrealized
NICE NICE Ltd. 0.2%
Value ($000) $3,614 Shares 19,200 Est. Cost $177.73 Unrealized
AMN AMN Healthcare Services, Inc. 0.2%
Value ($000) $3,603 Shares 34,000 Est. Cost $111.02 Unrealized -1.3%
LDOS Leidos Holdings, Inc. 0.2%
Value ($000) $3,525 Shares 40,300 Est. Cost $93.59 Unrealized 0.0%
Oak Street Health Inc. 0.2%
Value ($000) $3,080 Shares 125,600 Est. Cost $58.57 Unrealized
MCHP Microchip Technology Inc. 0.2%
Value ($000) $2,929 Shares 48,000 Est. Cost $68.26 Unrealized -11.2%
DOCU DocuSign Inc. 0.2%
Value ($000) $2,738 Shares 51,200 Est. Cost $142.25 Unrealized -55.9%
DOCN DigitalOcean Holdings, Inc. 0.2%
Value ($000) $2,713 Shares 75,000 Est. Cost $93.61 Unrealized -55.1%
THO Thor Industries, Inc. 0.2%
Value ($000) $2,638 Shares 37,700 Est. Cost $99.20 Unrealized -23.5%
VRT Vertiv Holdings Co. 0.2%
Value ($000) $2,576 Shares 265,000 Est. Cost $23.33 Unrealized -52.0%
ALGT Allegiant Travel Co. 0.2%
Value ($000) $2,569 Shares 35,200 Est. Cost $157.00 Unrealized -36.4%
RTX Raytheon Technologies Corp. 0.2%
Value ($000) $2,456 Shares 30,000 Est. Cost $83.84 Unrealized 0.0%
YETI Yeti Holdings Inc. 0.1%
Value ($000) $2,222 Shares 77,900 Est. Cost $96.23 Unrealized -56.7%
Arco Platform Ltd. 0.1%
Value ($000) $2,187 Shares 202,700 Est. Cost $33.73 Unrealized
ENOV Enovis Corp. 0.1%
Value ($000) $2,150 Shares 46,666 Est. Cost $64.47 Unrealized -15.9%
XYZ Block, Inc. 0.1%
Value ($000) $1,831 Shares 33,300 Est. Cost $180.18 Unrealized -60.7%
BL BlackLine, Inc. 0.1%
Value ($000) $1,677 Shares 28,000 Est. Cost $115.95 Unrealized -42.1%
ESAB ESAB Corp. 0.1%
Value ($000) $1,557 Shares 46,666 Est. Cost $47.67 Unrealized -15.1%
PCOR Procore Technologies, Inc. 0.1%
Value ($000) $1,484 Shares 30,000 Est. Cost $87.63 Unrealized -38.7%
CYRX CryoPort, Inc. 0.1%
Value ($000) $1,340 Shares 55,000 Est. Cost $69.20 Unrealized -50.3%
Olo Inc. 0.1%
Value ($000) $1,005 Shares 127,200 Est. Cost $19.79 Unrealized
ALKT Alkami Technology, Inc. 0.1%
Value ($000) $941 Shares 62,500 Est. Cost $25.62 Unrealized -43.2%
TSPH TuSimple Holdings Inc. 0.1%
Value ($000) $922 Shares 121,300 Est. Cost $25.85 Unrealized
KTOS Kratos Defense & Security Solutions, Inc. 0.0%
Value ($000) $589 Shares 58,000 Est. Cost $13.39 Unrealized 0.0%
Brookfield Asset Management Reinsurance Partners Ltd. 0.0%
Value ($000) $135 Shares 3,296 Est. Cost $51.88 Unrealized
CURV Torrid Holdings Inc. 0.0%
Value ($000) $113 Shares 27,000 Est. Cost $14.85 Unrealized -64.7%