Rheos Capital Works Inc. New Holdings in Q3 2024

Rheos Capital Works Inc.

$1.92 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
UBER Uber Technologies, Inc Technology	425K New	$58.48 - $77.47 $24.9M - $32.9M	425K $31.9M
DELL Dell Technologies Inc. Technology	200K New	$87.89 - $145.97 $17.6M - $29.2M	200K $23.7M
CSCO Cisco Systems, Inc. Technology	445K New	$44.74 - $53.22 $19.9M - $23.7M	445K $23.7M
AAPL Apple Inc. Technology	89K New	$207.23 - $234.82 $18.4M - $20.9M	89K $20.7M
SNPS Synopsys Inc Technology	40K New	$463.97 - $621.3 $18.6M - $24.9M	40K $20.3M
CCI Crown Castle International Corp Real Estate	145K New	$95.29 - $120.24 $13.8M - $17.4M	145K $17.2M
TDG Trans Digm Group Inc Industrials	8.1K New	$1202.03 - $1427.41 $9.74M - $11.6M	8.1K $11.6M
NKE Nike, Inc. Consumer Cyclical	130K New	$71.09 - $89.44 $9.24M - $11.6M	130K $11.5M
AMD Advanced Micro Devices Inc Technology	70K New	$128.67 - $183.96 $9.01M - $12.9M	70K $11.5M
MU Micron Technology Inc Technology	110K New	$86.27 - $136.82 $9.49M - $15.1M	110K $11.4M
ULTA Ulta Beauty, Inc. Consumer Cyclical	26.8K New	$320.55 - $412.94 $8.59M - $11.1M	26.8K $10.4M
EVR Evercore Inc. Financial Services	37K New	$211.0 - $258.67 $7.81M - $9.57M	37K $9.37M
BA Boeing CO Industrials	59K New	$152.04 - $190.6 $8.97M - $11.2M	59K $8.97M
HCA Hca Healthcare, Inc. Healthcare	15K New	$315.12 - $406.43 $4.73M - $6.1M	15K $6.1M
NTNX Nutanix, Inc. Technology	100K New	$46.0 - $63.19 $4.6M - $6.32M	100K $5.93M
GNRC Generac Holdings Inc. Industrials	30K New	$133.16 - $159.78 $3.99M - $4.79M	30K $4.77M
MMYT Make My Trip LTD Consumer Cyclical	40K New	$86.09 - $86.09 $3.44M - $3.44M	40K $3.72M
BRKR Bruker Corp Healthcare	50K New	$60.3 - $70.67 $3.02M - $3.53M	50K $3.45M
ALTR Altair Engineering Inc. Technology	7.5K New	$81.56 - $100.25 $612K - $752K	7.5K $716K

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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