Rheos Capital Works Inc

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Exits
Madrigal Pharmaceuticals, Inc.
MDGL
$29.43M0.52110,215New+$29.43M1.41
Peabody Energy Corporation
BTU
$14.06M0.46579,500+189.75%+$9.21M0.67
Cameco Corporation
CCJ
$58.91M0.311.36M-4.29%-$2.64M2.82
Inspire Medical Systems, Inc.
INSP
$17.05M0.2779,400+25.83%+$3.5M0.82
Crocs, Inc.
CROX
$22.72M0.26158,000New+$22.72M1.09
Tetra Tech, Inc.
TTEK
$25.27M0.26136,800+17.12%+$3.69M1.21
Bill.com Holdings, Inc.
BILL
$17.63M0.24256,500+11.77%+$1.86M0.84
Option Care Health, Inc.
OPCH
$11.99M0.21357,600+9.83%+$1.07M0.57
Vertiv Holdings Co
VRT
$42.47M0.14520,000+131.11%+$24.09M2.03
Casey's General Stores, Inc.
CASY
$15.6M0.1349,000New+$15.6M0.75
Seagate Technology Holdings plc
STX
$25.45M0.13273,500+47.84%+$8.23M1.22
Procore Technologies, Inc.
PCOR
$12.33M0.1150,000New+$12.33M0.59
Ferrari N.V.
RACE
$81.39M0.1186,700-18.19%-$18.09M3.9
MongoDB, Inc.
MDB
$24.03M0.0967,000+91.43%+$11.48M1.15
Cboe Global Markets, Inc.
CBOE
$14.96M0.0881,400-56.56%-$19.48M0.72
The Hershey Company
HSY
$29.74M0.08152,9000%+$01.42
Constellation Energy Corporation
CEG
$43.44M0.08235,000+53.59%+$15.16M2.08
Motorola Solutions, Inc.
MSI
$36.03M0.06101,500+17.34%+$5.32M1.73
Emerson Electric Co.
EMR
$38.23M0.06337,1000%+$01.83
QUALCOMM Incorporated
QCOM
$95.21M0.05562,400-2.68%-$2.62M4.56
Xylem Inc.
XYL
$15.63M0.05120,900+28.75%+$3.49M0.75
GLOBALFOUNDRIES Inc.
GFS
$13.71M0.05263,000-19.32%-$3.28M0.66
Palo Alto Networks, Inc.
PANW
$31.82M0.04112,000-29.11%-$13.07M1.52
Equinix, Inc.
EQIX
$22.45M0.0327,200+22.52%+$4.13M1.08
Roper Technologies, Inc.
ROP
$17.11M0.0330,5000%+$00.82
American Express Company
AXP
$42.05M0.03184,700+55.21%+$14.96M2.01
O'Reilly Automotive, Inc.
ORLY
$17.27M0.0315,300-19.89%-$4.29M0.83
Arm Holdings plc American Depositary Shares
ARM
$32.11M0.03256,900+48.07%+$10.42M1.54
Dell Technologies Inc.
DELL
$19.17M0.02168,000-34.12%-$9.93M0.92
CME Group Inc.
CME
$14.81M0.0268,800-43.51%-$11.41M0.71
General Electric Company
GE
$32.19M0.02183,400+119.9%+$17.55M1.54
Raytheon Technologies Corporation
RTX
$20.75M0.02212,800+28.66%+$4.62M0.99
NextEra Energy, Inc.
NEE
$21.41M0.02335,000New+$21.41M1.03
Micron Technology, Inc.
MU
$15.89M0.01134,800-52.95%-$17.88M0.76
Eli Lilly and Company
LLY
$87.91M0.01113,000+32.94%+$21.78M4.21
Lockheed Martin Corporation
LMT
$12.19M0.0126,800-14.38%-$2.05M0.58
The Walt Disney Company
DIS
$21.52M0.01175,900+41.28%+$6.29M1.03
Intuitive Surgical, Inc.
ISRG
$12.77M0.0132,0000%+$00.61
Applied Materials, Inc.
AMAT
$14.97M0.0172,600-45.94%-$12.72M0.72
Visa Inc.
V
$42.48M0.01152,200+229.44%+$29.58M2.03
NVIDIA Corporation
NVDA
$145.02M0.01160,500-18.03%-$31.9M6.94
Netflix, Inc.
NFLX
$19.13M0.0131,500-47.5%-$17.31M0.92
Microsoft Corporation
MSFT
$167.36M0.01397,800-17.88%-$36.43M8.01
Costco Wholesale Corporation
COST
$15.24M0.0120,800+32.48%+$3.74M0.73
Broadcom Inc.
AVGO
$21.6M<0.0116,300+44.25%+$6.63M1.03
ASML Holding N.V.
ASML
$14.65M<0.0115,100-46.83%-$12.91M0.7
Amazon.com, Inc.
AMZN
$61.65M<0.01341,800+11.3%+$6.26M2.95
Alphabet Inc.
GOOG
$28.93M<0.01190,000+1,800%+$27.41M1.39
Taiwan Semiconductor Manufacturing Company Limited
TSM
$13.2M<0.0197,000-58.3%-$18.45M0.63
Apple Inc.
AAPL
$35.7M<0.01208,200+105.73%+$18.35M1.71