
Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
399,100 | +248,700 | $95,712 |
MSFT | 399,100 | +248,700 | $95,712 |
![]() |
719,000 | +300,000 | $60,108 |
NEE | 719,000 | +300,000 | $60,108 |
![]() |
880,000 | +500,000 | $51,726 |
CTVA | 880,000 | +500,000 | $51,726 |
![]() |
306,800 | +83,900 | $44,544 |
TTEK | 306,800 | +83,900 | $44,544 |
![]() |
103,000 | UNCH | $44,162 |
DE | 103,000 | UNCH | $44,162 |
![]() |
487,000 | +122,000 | $38,765 |
TJX | 487,000 | +122,000 | $38,765 |
![]() |
160,000 | +160,000 | $38,330 |
CAT | 160,000 | +160,000 | $38,330 |
![]() |
169,100 | +74,500 | $36,225 |
RACE | 169,100 | +74,500 | $36,225 |
![]() |
200,900 | +27,200 | $33,617 |
WDAY | 200,900 | +27,200 | $33,617 |
![]() |
142,900 | +25,000 | $33,091 |
HSY | 142,900 | +25,000 | $33,091 |
![]() |
167,600 | UNCH | $26,923 |
CDNS | 167,600 | UNCH | $26,923 |
![]() |
222,100 | UNCH | $25,779 |
ROST | 222,100 | UNCH | $25,779 |
![]() |
569,500 | UNCH | $23,492 |
CARR | 569,500 | UNCH | $23,492 |
![]() |
242,100 | +50,000 | $23,256 |
EMR | 242,100 | +50,000 | $23,256 |
![]() |
366,900 | UNCH | $22,840 |
TSN | 366,900 | UNCH | $22,840 |
![]() |
57,000 | UNCH | $22,131 |
NOW | 57,000 | UNCH | $22,131 |
![]() |
78,800 | UNCH | $20,297 |
ROK | 78,800 | UNCH | $20,297 |
![]() |
23,900 | +1,700 | $20,172 |
ORLY | 23,900 | +1,700 | $20,172 |
![]() |
200,000 | +200,000 | $19,840 |
SBUX | 200,000 | +200,000 | $19,840 |
![]() |
181,500 | +29,500 | $19,776 |
BILL | 181,500 | +29,500 | $19,776 |
![]() |
296,000 | -51,000 | $19,583 |
BJ | 296,000 | -51,000 | $19,583 |
![]() |
242,000 | UNCH | $18,951 |
OTIS | 242,000 | UNCH | $18,951 |
![]() |
114,300 | -69,800 | $18,885 |
TXN | 114,300 | -69,800 | $18,885 |
![]() |
133,800 | +3,800 | $18,851 |
IBM | 133,800 | +3,800 | $18,851 |
![]() |
210,000 | +110,000 | $18,633 |
GOOG | 210,000 | +110,000 | $18,633 |
![]() |
33,500 | UNCH | $18,304 |
ASML | 33,500 | UNCH | $18,304 |
![]() |
217,000 | +23,000 | $18,228 |
AMZN | 217,000 | +23,000 | $18,228 |
![]() |
67,200 | UNCH | $17,318 |
MSI | 67,200 | UNCH | $17,318 |
![]() |
245,000 | UNCH | $16,939 |
SCI | 245,000 | UNCH | $16,939 |
![]() |
207,000 | -150,000 | $16,920 |
ORCL | 207,000 | -150,000 | $16,920 |
![]() |
60,400 | UNCH | $16,117 |
ACN | 60,400 | UNCH | $16,117 |
![]() |
520,000 | -70,000 | $15,647 |
OPCH | 520,000 | -70,000 | $15,647 |
![]() |
83,500 | UNCH | $14,769 |
FIVE | 83,500 | UNCH | $14,769 |
![]() |
286,800 | +286,800 | $14,667 |
BALL | 286,800 | +286,800 | $14,667 |
![]() |
145,000 | UNCH | $14,467 |
BG | 145,000 | UNCH | $14,467 |
![]() |
250,700 | +55,000 | $14,325 |
AMRC | 250,700 | +55,000 | $14,325 |
![]() |
453,000 | +453,000 | $14,251 |
BN | 453,000 | +453,000 | $14,251 |
![]() |
144,800 | UNCH | $14,166 |
DFS | 144,800 | UNCH | $14,166 |
![]() |
223,000 | UNCH | $13,958 |
DAR | 223,000 | UNCH | $13,958 |
![]() |
5,600 | -1,900 | $13,811 |
AZO | 5,600 | -1,900 | $13,811 |
![]() |
113,400 | +47,400 | $13,767 |
MANH | 113,400 | +47,400 | $13,767 |
![]() |
271,800 | +120,800 | $13,585 |
MU | 271,800 | +120,800 | $13,585 |
![]() |
115,192 | UNCH | $13,514 |
SITE | 115,192 | UNCH | $13,514 |
![]() |
180,165 | UNCH | $13,442 |
EW | 180,165 | UNCH | $13,442 |
![]() |
30,500 | UNCH | $13,179 |
ROP | 30,500 | UNCH | $13,179 |
![]() |
115,400 | UNCH | $12,687 |
QCOM | 115,400 | UNCH | $12,687 |
![]() |
125,600 | +19,200 | $12,643 |
GNRC | 125,600 | +19,200 | $12,643 |
![]() |
413,000 | +29,000 | $12,473 |
LOB | 413,000 | +29,000 | $12,473 |
![]() |
295,400 | UNCH | $12,392 |
SKX | 295,400 | UNCH | $12,392 |
![]() |
35,300 | UNCH | $12,121 |
GS | 35,300 | UNCH | $12,121 |
See Full List: All Stocks Held By Rheos Capital Works Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Rheos Capital Works Inc.
![]() At 12/31/2022: $1,663,852 At 09/30/2022: $1,484,413 Rheos Capital Works Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rheos Capital Works Inc. 13F filings. Link to 13F filings: SEC filings |