Rheos Capital Works Inc.: 13F holdings
CIK 17354452026Q2
| Positions | 82 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 82 (+9 vs prior quarter) |
|---|
| Reported value | $1.8bn (+17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FERRARI N V | 180,000 | $67.0m | 3.8% |
| META META PLATFORMS INC | 100,000 | $56.3m | 3.2% |
| BJ BJS WHSL CLUB HLDGS INC | 550,000 | $48.0m | 2.7% |
| AMZN AMAZON COM INC | 200,000 | $47.7m | 2.7% |
| INTC INTEL CORP | 340,000 | $47.5m | 2.7% |
| BAC BANK OF AMER CORP | 800,000 | $45.6m | 2.6% |
| AMD ADVANCED MICRO DEVICES INC | 75,000 | $43.6m | 2.5% |
| AMAT APPLIED MATLS INC | 60,000 | $43.4m | 2.5% |
| CAT CATERPILLAR INC | 40,000 | $42.6m | 2.4% |
| LLY ELI LILLY & CO | 35,000 | $42.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1735445")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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