RHEOS CAPITAL WORKS INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OLLI | 213K | $27.35M |
 | SNOW | 207K | $46.69M |
 | DIS | 200K | $22.95M |
 | WDC | 200K | $24.01M |
 | SHOP | 188K | $27.94M |
 | KHC | 177K | $4.61M |
 | TER | 175K | $24.09M |
 | AAPL | 161K | $40.87M |
 | ARM | 150K | $21.17M |
 | XYL | 121K | $17.83M |
 | MNDY | 120K | $23.24M |
 | AVAV | 120K | $37.79M |
 | AVGO | 117K | $38.60M |
 | MSFT | 108K | $55.84M |
 | GOOG | 105K | $25.57M |
 | APP | 88K | $63.23M |
 | SCI | 85K | $7.07M |
 | RCL | 80K | $25.89M |
 | BX | 80K | $13.58M |
 | ZS | 79K | $23.67M |
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
213K
Value
$27.35M
Snowflake Inc.
SNOW
Shares Held
207K
Value
$46.69M
The Walt Disney Company
DIS
Shares Held
200K
Value
$22.95M
Western Digital Corporation
WDC
Shares Held
200K
Value
$24.01M
Shopify Inc.
SHOP
Shares Held
188K
Value
$27.94M
The Kraft Heinz Company
KHC
Shares Held
177K
Value
$4.61M
Teradyne, Inc.
TER
Shares Held
175K
Value
$24.09M
Apple Inc.
AAPL
Shares Held
161K
Value
$40.87M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
150K
Value
$21.17M
Xylem Inc.
XYL
Shares Held
121K
Value
$17.83M
monday.com Ltd.
MNDY
Shares Held
120K
Value
$23.24M
AeroVironment, Inc.
AVAV
Shares Held
120K
Value
$37.79M
Broadcom Inc.
AVGO
Shares Held
117K
Value
$38.60M
Microsoft Corporation
MSFT
Shares Held
108K
Value
$55.84M
Alphabet Inc.
GOOG
Shares Held
105K
Value
$25.57M
AppLovin Corporation
APP
Shares Held
88K
Value
$63.23M
Service Corporation International
SCI
Shares Held
85K
Value
$7.07M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
80K
Value
$25.89M
Blackstone Inc.
BX
Shares Held
80K
Value
$13.58M
Zscaler, Inc.
ZS
Shares Held
79K
Value
$23.67M