Rheos Capital Works Inc. Purchases and Sells in Q3 2024

Rheos Capital Works Inc.

$1.92 Billion
Q3 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GS	181K + 265.44%	$459.02 - $510.25 $82.9M - $92.1M	249K $123M
RACE	26K + 30.34%	$405.92 - $496.79 $10.6M - $12.9M	112K $52.5M
V	47.8K + 31.41%	$253.74 - $291.56 $12.1M - $13.9M	200K $55M
ETN	35K + 233.33%	$272.52 - $333.02 $9.54M - $11.7M	50K $16.6M
NFLX	12K + 36.14%	$598.55 - $722.26 $7.18M - $8.67M	45.2K $32.1M
DHI	38K + 84.44%	$135.21 - $197.06 $5.14M - $7.49M	83K $15.8M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UBER	425K New	$58.48 - $77.47 $24.9M - $32.9M	425K $31.9M
DELL	200K New	$87.89 - $145.97 $17.6M - $29.2M	200K $23.7M
CSCO	445K New	$44.74 - $53.22 $19.9M - $23.7M	445K $23.7M
AAPL	89K New	$207.23 - $234.82 $18.4M - $20.9M	89K $20.7M
SNPS	40K New	$463.97 - $621.3 $18.6M - $24.9M	40K $20.3M
CCI	145K New	$95.29 - $120.24 $13.8M - $17.4M	145K $17.2M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-610K - 65.59%	$98.91 - $134.91 $60.3M - $82.3M	320K $38.9M
QCOM	-250K - 50.06%	$156.12 - $209.64 $39M - $52.4M	249K $42.4M
GOOG	-270K - 79.41%	$149.54 - $192.66 $40.4M - $52M	70K $11.7M
MSFT	-68K - 29.66%	$395.15 - $467.56 $26.9M - $31.8M	161K $69.4M
LLY	-34.4K - 56.03%	$772.14 - $960.02 $26.6M - $33M	27K $23.9M
CROX	-169K - 53.46%	$121.05 - $147.9 $20.5M - $25M	147K $21.3M

Activity Summary All Purchases 49 New Holdings 19 Increased Positions 30 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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