Rheos Capital Works as of March 31, 2018
Portfolio Holdings for Rheos Capital Works
Rheos Capital Works holds 8 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 20.6 | $120M | 83k | 1447.34 | |
| Visa (V) | 20.5 | $120M | 1.0M | 119.62 | |
| Microsoft Corporation (MSFT) | 19.7 | $115M | 1.3M | 91.27 | |
| Facebook Inc cl a (META) | 11.0 | $64M | 400k | 159.79 | |
| Netflix (NFLX) | 8.6 | $50M | 170k | 295.35 | |
| salesforce (CRM) | 7.6 | $44M | 380k | 116.30 | |
| Tencent Holdings Ltd - (TCEHY) | 6.4 | $37M | 700k | 53.29 | |
| Alibaba Group Holding (BABA) | 5.7 | $33M | 180k | 183.54 |
