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 |