Rheos Capital Works

Rheos Capital Works as of Dec. 31, 2018

Portfolio Holdings for Rheos Capital Works

Rheos Capital Works holds 13 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.6 $98M 960k 101.57
Amazon (AMZN) 14.1 $95M 63k 1501.97
Visa (V) 13.8 $92M 700k 131.94
Intuit (INTU) 10.6 $71M 360k 196.85
salesforce (CRM) 7.8 $52M 380k 136.97
Tencent Holdings Ltd - (TCEHY) 7.1 $47M 1.2M 39.47
Netflix (NFLX) 6.8 $46M 170k 267.66
First Republic Bank/san F (FRCB) 6.5 $44M 500k 86.90
Alibaba Group Holding (BABA) 5.7 $38M 280k 137.07
New Oriental Education & Tech 4.1 $27M 500k 54.81
Take-Two Interactive Software (TTWO) 4.0 $27M 260k 102.94
Skechers USA (SKX) 3.4 $23M 1.0M 22.89
National Vision Hldgs (EYE) 1.5 $9.9M 350k 28.17