Rheos Capital Works Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.92 Billion distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Group Inc with a value of $123M, Microsoft Corp with a value of $69.4M, Visa Inc. with a value of $55M, Ferrari N.V. with a value of $52.5M, and Amazon Com Inc with a value of $50.1M.
Examining the 13F form we can see an increase of $7.71M in the current position value, from $1.91B to 1.92B.
Below you can find more details about Rheos Capital Works Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.92 Billion
Technology: $522 Million
Financial Services: $329 Million
Consumer Cyclical: $267 Million
Industrials: $243 Million
Healthcare: $159 Million
Consumer Defensive: $132 Million
Communication Services: $87.8 Million
Energy: $56.5 Million
Other: $66 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
