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 |
|---|---|---|---|---|---|
| Visa (V) | 22.1 | $121M | 1.0M | 120.72 | |
| Amazon (AMZN) | 18.6 | $101M | 83k | 1219.71 | |
| Microsoft Corporation (MSFT) | 18.5 | $101M | 1.3M | 79.96 | |
| Facebook Inc cl a (META) | 11.5 | $63M | 400k | 157.37 | |
| Netflix (NFLX) | 8.5 | $47M | 170k | 273.32 | |
| salesforce (CRM) | 7.6 | $41M | 380k | 108.75 | |
| Tencent Holdings Ltd - (TCEHY) | 7.1 | $39M | 700k | 55.63 | |
| Alibaba Group Holding (BABA) | 6.0 | $33M | 180k | 183.16 |
