Rheos Capital Works as of June 30, 2018
Portfolio Holdings for Rheos Capital Works
Rheos Capital Works holds 8 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 20.0 | $141M | 83k | 1701.45 | |
| Visa (V) | 18.8 | $133M | 1.0M | 132.74 | |
| Microsoft Corporation (MSFT) | 17.6 | $124M | 1.3M | 98.63 | |
| Facebook Inc cl a (META) | 11.1 | $79M | 400k | 196.23 | |
| Netflix (NFLX) | 9.5 | $67M | 170k | 395.42 | |
| Tencent Holdings Ltd - (TCEHY) | 8.3 | $59M | 1.2M | 48.95 | |
| Alibaba Group Holding (BABA) | 7.5 | $53M | 280k | 188.38 | |
| salesforce (CRM) | 7.3 | $51M | 380k | 135.12 |
