KUJIRA WATCH / レオス・キャピタルワークス（ひふみ）（Rheos Capital Works Inc.）
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Rheos Capital Works Inc.

レオス・キャピタルワークス（ひふみ）
13F報告額 $1.8B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
FERRARI N V3.8%$67.0M
METAMETA PLATFORMS INC3.2%$56.3M
BJBJS WHSL CLUB HLDGS INC2.7%$48.0M
AMZNAMAZON COM INC2.7%$47.7M
INTCINTEL CORP2.7%$47.5M
BACBANK OF AMER CORP2.6%$45.6M
AMDADVANCED MICRO DEVICES INC2.5%$43.6M
AMATAPPLIED MATLS INC2.5%$43.4M
CATCATERPILLAR INC2.4%$42.6M
LLYELI LILLY & CO2.4%$42.0M
VVISA INC2.3%$41.2M
NVDANVIDIA CORPORATION2.3%$40.0M
増加・新規
VZVERIZON COMMUNICATIONS INCNEW
ROSTROSS STORES INCNEW
ABBVABBVIE INCNEW
Brookfield Asset Management Inc.NEW
LLYELI LILLY & CONEW
MUMICRON TECHNOLOGY INCNEW
VVISA INCNEW
EQIXEQUINIX INCNEW
QCOMQUALCOMM INCNEW
BNTXBIONTECH SENEW
減少・売却
DHID.R. Horton, Inc.EXITED
BIDUBaidu IncEXITED
MSIMotorola Solutions Inc.EXITED
GEGeneral Electric Co.EXITED
SHOPShopify IncEXITED
Honeywell International Inc.EXITED
PFEPfizer Inc.EXITED
SEAGATE TECHNOLOGY HLDNGS PL-62.96%
AVGOBROADCOM INC-58.14%
AMDADVANCED MICRO DEVICES INC-56.9%