Rheos Capital Works

Rheos Capital Works as of March 31, 2019

Portfolio Holdings for Rheos Capital Works

Rheos Capital Works holds 14 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ollies Bargain Outlt Hldgs I (OLLI) 14.5 $120M 1.4M 85.33
Intuit (INTU) 11.4 $94M 360k 261.41
Visa (V) 9.5 $78M 500k 156.19
Microsoft Corporation (MSFT) 8.9 $73M 620k 117.94
Amazon (AMZN) 8.0 $66M 37k 1780.73
Netflix (NFLX) 7.4 $61M 170k 356.56
salesforce (CRM) 7.3 $60M 380k 158.37
Tencent Holdings Ltd - (TCEHY) 6.7 $55M 1.2M 45.98
Alibaba Group Holding (BABA) 6.2 $51M 280k 182.45
First Republic Bank/san F (FRCB) 6.1 $50M 500k 100.46
New Oriental Education & Tech 5.5 $45M 500k 90.09
Skechers USA (SKX) 4.1 $34M 1.0M 33.61
Take-Two Interactive Software (TTWO) 3.0 $25M 260k 94.37
National Vision Hldgs (EYE) 1.3 $11M 350k 31.43