Rheos Capital Works Inc. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.91 Billion distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $115M, Microsoft Corp with a value of $102M, Qualcomm Inc with a value of $99.5M, Alphabet Inc. with a value of $62.4M, and Cameco Corp with a value of $62M.
Examining the 13F form we can see an decrease of $180M in the current position value, from $2.09B to 1.91B.
Below you can find more details about Rheos Capital Works Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.91 Billion
Technology: $574 Million
Consumer Cyclical: $294 Million
Industrials: $192 Million
Financial Services: $190 Million
Healthcare: $182 Million
Consumer Defensive: $146 Million
Communication Services: $138 Million
Energy: $74.8 Million
Other: $54 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
