Rheos Capital Works Inc. — 13F holdings

Rheos Capital Works Inc. reported 82 holdings worth $1.75B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. RACE FERRARI N V — $67.0M (3.8%)
  2. META META PLATFORMS INC — $56.3M (3.2%)
  3. BJ BJS WHSL CLUB HLDGS INC — $48.0M (2.7%)
  4. AMZN AMAZON COM INC — $47.7M (2.7%)
  5. INTC INTEL CORP — $47.5M (2.7%)
  6. BAC BANK AMERICA CORP — $45.6M (2.6%)
  7. AMD ADVANCED MICRO DEVICES INC — $43.6M (2.5%)
  8. AMAT APPLIED MATLS INC — $43.4M (2.5%)
  9. CAT CATERPILLAR INC — $42.6M (2.4%)
  10. LLY ELI LILLY & CO — $42.0M (2.4%)