Rheos Capital Works as of Sept. 30, 2018
Portfolio Holdings for Rheos Capital Works
Rheos Capital Works holds 12 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 18.1 | $126M | 63k | 2003.00 | |
| Microsoft Corporation (MSFT) | 15.8 | $110M | 960k | 114.37 | |
| Visa (V) | 15.1 | $105M | 700k | 150.09 | |
| Facebook Inc cl a (META) | 14.2 | $99M | 600k | 164.46 | |
| Netflix (NFLX) | 9.2 | $64M | 170k | 374.13 | |
| salesforce (CRM) | 8.7 | $60M | 380k | 159.03 | |
| Tencent Holdings Ltd - (TCEHY) | 7.0 | $49M | 1.2M | 40.84 | |
| Alibaba Group Holding (BABA) | 6.6 | $46M | 280k | 164.76 | |
| New Oriental Education & Tech | 2.1 | $15M | 200k | 74.01 | |
| Take-Two Interactive Software (TTWO) | 2.0 | $14M | 100k | 137.99 | |
| Skechers USA (SKX) | 0.8 | $5.6M | 200k | 27.93 | |
| National Vision Hldgs (EYE) | 0.3 | $2.3M | 50k | 45.14 |
