RHEOS CAPITAL WORKS INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JOBY | 2.44M | $39.46M |
 | LYFT | 1.35M | $29.71M |
 | CRNC | 600K | $7.48M |
 | NTNX | 540K | $40.17M |
 | UBER | 450K | $44.09M |
 | BA | 436K | $94.19M |
 | AMZN | 413K | $90.64M |
 | DHI | 410K | $69.48M |
 | TJX | 370K | $53.48M |
 | NVDA | 366K | $68.34M |
 | CSCO | 325K | $22.24M |
 | BIDU | 322K | $42.43M |
 | CRCL | 302K | $40.04M |
 | XP | 300K | $5.64M |
 | MP | 300K | $20.12M |
 | BKR | 290K | $14.13M |
 | AMD | 270K | $43.68M |
 | BWA | 258K | $11.35M |
 | HSY | 224K | $41.90M |
 | RACE | 215K | $104.42M |
Joby Aviation, Inc.
JOBY
Shares Held
2.44M
Value
$39.46M
Lyft, Inc.
LYFT
Shares Held
1.35M
Value
$29.71M
Cerence Inc.
CRNC
Shares Held
600K
Value
$7.48M
Nutanix, Inc.
NTNX
Shares Held
540K
Value
$40.17M
Uber Technologies, Inc.
UBER
Shares Held
450K
Value
$44.09M
The Boeing Company
BA
Shares Held
436K
Value
$94.19M
Amazon.com, Inc.
AMZN
Shares Held
413K
Value
$90.64M
D.R. Horton, Inc.
DHI
Shares Held
410K
Value
$69.48M
The TJX Companies, Inc.
TJX
Shares Held
370K
Value
$53.48M
NVIDIA Corporation
NVDA
Shares Held
366K
Value
$68.34M
Cisco Systems, Inc.
CSCO
Shares Held
325K
Value
$22.24M
Baidu, Inc.
BIDU
Shares Held
322K
Value
$42.43M
Circle Internet Group
CRCL
Shares Held
302K
Value
$40.04M
XP Inc.
XP
Shares Held
300K
Value
$5.64M
MP Materials Corp.
MP
Shares Held
300K
Value
$20.12M
Baker Hughes Company
BKR
Shares Held
290K
Value
$14.13M
Advanced Micro Devices, Inc.
AMD
Shares Held
270K
Value
$43.68M
BorgWarner Inc.
BWA
Shares Held
258K
Value
$11.35M
The Hershey Company
HSY
Shares Held
224K
Value
$41.90M
Ferrari N.V.
RACE
Shares Held
215K
Value
$104.42M