Stock Taper 
RHEOS CAPITAL WORKS INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 35K | $41.98M |
 Thermo Fisher Scientific Inc. | TMO | 30K | $15.04M |
 Micron Technology, Inc. | MU | 30K | $34.63M |
 Teradyne, Inc. | TER | 30K | $14.52M |
 Lockheed Martin Corporation | LMT | 30K | $15.28M |
 Danaher Corporation | DHR | 27.5K | $5.24M |
 CrowdStrike Holdings, Inc. | CRWD | 25K | $19.08M |
 Seagate Technology Holdings plc | STX | 25K | $24.13M |
 Honeywell International Inc. | HON | 25K | $5.6M |
 The Goldman Sachs Group, Inc. | GS | 23K | $23.26M |
 Equinix, Inc. | EQIX | 15K | $15.64M |
 Madrigal Pharmaceuticals, Inc. | MDGL | 13.21K | $7.1M |
 Synopsys, Inc. | SNPS | 12K | $5.35M |
 ASML Holding N.V. | ASML | 11.6K | $23.08M |
 MercadoLibre, Inc. | MELI | 11K | $18.67M |
 TransDigm Group Incorporated | TDG | 8.5K | $11.32M |
 Costco Wholesale Corporation | COST | 5.5K | $5.14M |