Long-term investor

Rheos Capital Works Inc. @rheoscapitalworksinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001735445).

Record

  • Tracked since 2025-06-30 (449 days), 232 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +19.5% · 1 year n/a · all +14.2%
  • Max drawdown n/a · win rate 40% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • RACE · 3.8% · long · since 2025-06-30
  • META · 3.2% · long · since 2025-09-30
  • 05550J101 · 2.7% · long · since 2025-06-30
  • AMZN · 2.7% · long · since 2025-06-30
  • INTC · 2.7% · long · since 2025-12-31
  • BAC · 2.6% · long · since 2026-03-31
  • AMD · 2.5% · long · since 2025-06-30
  • AMAT · 2.5% · long · since 2025-12-31
  • CAT · 2.4% · long · since 2025-09-30
  • LLY · 2.4% · long · since 2026-06-30
  • V · 2.3% · long · since 2026-06-30
  • NVDA · 2.3% · long · since 2025-06-30

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