Holdings
Rheos Capital Works Inc.
As of Jun 30, 2026, Rheos Capital Works Inc. reported 69 positions worth US$1.49B. Largest: Meta Platforms, Inc., Bj's Wholesale Club Holdings, Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Meta Platforms, Inc. | 100K | US$56.3M | +23,500 | Jun 30, 2026 |
| Bj's Wholesale Club Holdings, Inc. | 550K | US$48M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 200K | US$47.7M | −72,800 | Jun 30, 2026 |
| Intel Corporation | 340K | US$47.5M | −270K | Jun 30, 2026 |
| Bank Of America Corporation | 800K | US$45.6M | +300K | Jun 30, 2026 |
| Advanced Micro Devices Inc | 75,000 | US$43.6M | −99,000 | Jun 30, 2026 |
| Applied Materials, Inc. | 60,000 | US$43.4M | −40,000 | Jun 30, 2026 |
| Caterpillar, Inc. | 40,000 | US$42.6M | −30,000 | Jun 30, 2026 |
| Eli Lilly And Company | 35,000 | US$42M | new | Jun 30, 2026 |
| Visa Inc. | 120K | US$41.2M | new | Jun 30, 2026 |