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Rheos Capital Works Inc. Top Holdings
As of  12/31/2022, below is a summary of the Rheos Capital Works Inc. top holdings by largest position size, as per the latest 13f filing made by Rheos Capital Works Inc.. In the Rheos Capital Works Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Rheos Capital Works Inc. in that top holding, then the share count change between reporting periods, and finally the Rheos Capital Works Inc. top holding position size for that row.

   EntityAmountChange
 09/30/2022 to 12/31/2022
Position Size
($ in 1000's)
Microsoft Corp. 399,100 +248,700 $95,712
     MSFT399,100+248,700$95,712
NextEra Energy Inc. 719,000 +300,000 $60,108
     NEE719,000+300,000$60,108
Corteva Inc. 880,000 +500,000 $51,726
     CTVA880,000+500,000$51,726
Tetra Tech Inc. 306,800 +83,900 $44,544
     TTEK306,800+83,900$44,544
Deere & Co. 103,000 UNCH $44,162
     DE103,000UNCH$44,162
TJX Companies Inc. 487,000 +122,000 $38,765
     TJX487,000+122,000$38,765
Caterpillar Inc. 160,000 +160,000 $38,330
     CAT160,000+160,000$38,330
Ferrari NV 169,100 +74,500 $36,225
     RACE169,100+74,500$36,225
Workday Inc. 200,900 +27,200 $33,617
     WDAY200,900+27,200$33,617
The Hershey Co. 142,900 +25,000 $33,091
     HSY142,900+25,000$33,091
Cadence Design Systems Inc. 167,600 UNCH $26,923
     CDNS167,600UNCH$26,923
Ross Stores Inc. 222,100 UNCH $25,779
     ROST222,100UNCH$25,779
Carrier Global Corp. 569,500 UNCH $23,492
     CARR569,500UNCH$23,492
Emerson Electric Co. 242,100 +50,000 $23,256
     EMR242,100+50,000$23,256
Tyson Foods Inc. 366,900 UNCH $22,840
     TSN366,900UNCH$22,840
ServiceNow Inc. 57,000 UNCH $22,131
     NOW57,000UNCH$22,131
Rockwell Automation Inc. 78,800 UNCH $20,297
     ROK78,800UNCH$20,297
O Reilly Automotive Inc. 23,900 +1,700 $20,172
     ORLY23,900+1,700$20,172
Starbucks Corp. 200,000 +200,000 $19,840
     SBUX200,000+200,000$19,840
Bill.Com Holdings Inc. 181,500 +29,500 $19,776
     BILL181,500+29,500$19,776
BJ s Wholesale Club Holdings Inc. 296,000 -51,000 $19,583
     BJ296,000-51,000$19,583
Otis Worldwide Corp. 242,000 UNCH $18,951
     OTIS242,000UNCH$18,951
Texas Instruments Inc. 114,300 -69,800 $18,885
     TXN114,300-69,800$18,885
International Business Machines Corp. 133,800 +3,800 $18,851
     IBM133,800+3,800$18,851
Alphabet Inc. 210,000 +110,000 $18,633
     GOOG210,000+110,000$18,633
ASML Holding N.V. 33,500 UNCH $18,304
     ASML33,500UNCH$18,304
Amazon.com Inc. 217,000 +23,000 $18,228
     AMZN217,000+23,000$18,228
Motorola Solutions Inc. 67,200 UNCH $17,318
     MSI67,200UNCH$17,318
Service Corp. International 245,000 UNCH $16,939
     SCI245,000UNCH$16,939
Oracle Corp. 207,000 -150,000 $16,920
     ORCL207,000-150,000$16,920
Accenture plc. 60,400 UNCH $16,117
     ACN60,400UNCH$16,117
Option Care Health Inc. 520,000 -70,000 $15,647
     OPCH520,000-70,000$15,647
Five Below Inc. 83,500 UNCH $14,769
     FIVE83,500UNCH$14,769
Ball Corp. 286,800 +286,800 $14,667
     BALL286,800+286,800$14,667
Bunge Ltd. 145,000 UNCH $14,467
     BG145,000UNCH$14,467
Ameresco Inc. 250,700 +55,000 $14,325
     AMRC250,700+55,000$14,325
Brookfield Corp. 453,000 +453,000 $14,251
     BN453,000+453,000$14,251
Discover Financial Services 144,800 UNCH $14,166
     DFS144,800UNCH$14,166
Darling Ingredients Inc. 223,000 UNCH $13,958
     DAR223,000UNCH$13,958
Autozone Inc. 5,600 -1,900 $13,811
     AZO5,600-1,900$13,811
Manhattan Associates Inc. 113,400 +47,400 $13,767
     MANH113,400+47,400$13,767
Micron Technology Inc. 271,800 +120,800 $13,585
     MU271,800+120,800$13,585
SiteOne Landscape Supply Inc. 115,192 UNCH $13,514
     SITE115,192UNCH$13,514
Edwards Lifesciences Corp. 180,165 UNCH $13,442
     EW180,165UNCH$13,442
Roper Technologies Inc. 30,500 UNCH $13,179
     ROP30,500UNCH$13,179
Qualcomm Inc. 115,400 UNCH $12,687
     QCOM115,400UNCH$12,687
Generac Holdings Inc. 125,600 +19,200 $12,643
     GNRC125,600+19,200$12,643
Live Oak Bancshares Inc. (LOB) 413,000 +29,000 $12,473
     LOB413,000+29,000$12,473
Skechers USA Inc. 295,400 UNCH $12,392
     SKX295,400UNCH$12,392
Goldman Sachs Group Inc. 35,300 UNCH $12,121
     GS35,300UNCH$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.

Size ($ in 1000's)
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

Rheos Capital Works Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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