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 |