Stock Taper 
RHEOS CAPITAL WORKS INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MP Materials Corp. | MP | 185K | $10.36M |
 Ferrari N.V. | RACE | 180K | $67.01M |
 Robinhood Markets, Inc. | HOOD | 175K | $17.55M |
 Cisco Systems, Inc. | CSCO | 170K | $19.97M |
 IDEAYA Biosciences, Inc. | IDYA | 150K | $5.59M |
 Alibaba Group Holding Limited | BABA | 135K | $12.96M |
 BioNTech SE | BNTX | 125K | $11.63M |
 Visa Inc. | V | 120K | $41.17M |
 Apple Inc. | AAPL | 120K | $34.72M |
 TechnipFMC plc | FTI | 120K | $7.96M |
 Inspire Medical Systems, Inc. | INSP | 117.4K | $5.24M |
 Alphabet Inc. | GOOG | 100K | $35.33M |
 Churchill Downs Incorporated | CHDN | 100K | $8.96M |
 Microsoft Corporation | MSFT | 100K | $37.3M |
 Snowflake Inc. | SNOW | 100K | $25.45M |
 Meta Platforms, Inc. | META | 100K | $56.33M |
 Cloudflare, Inc. | NET | 100K | $24.53M |
 Xylem Inc. | XYL | 100K | $11.82M |
 The Boeing Company | BA | 95K | $20.57M |
 Arm Holdings plc American Depositary Shares | ARM | 90K | $31.91M |