Rheos Capital Works as of June 30, 2019
Portfolio Holdings for Rheos Capital Works
Rheos Capital Works holds 12 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 14.0 | $105M | 400k | 261.33 | |
| Visa (V) | 13.9 | $104M | 600k | 173.55 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 13.4 | $100M | 1.2M | 87.11 | |
| Microsoft Corporation (MSFT) | 10.6 | $79M | 590k | 133.96 | |
| Amazon (AMZN) | 9.4 | $70M | 37k | 1893.62 | |
| Netflix (NFLX) | 8.4 | $62M | 170k | 367.32 | |
| salesforce (CRM) | 7.7 | $58M | 380k | 151.73 | |
| First Republic Bank/san F (FRCB) | 6.5 | $49M | 500k | 97.65 | |
| New Oriental Education & Tech | 6.5 | $48M | 500k | 96.58 | |
| Skechers USA (SKX) | 4.2 | $32M | 1.0M | 31.49 | |
| Take-Two Interactive Software (TTWO) | 4.0 | $30M | 260k | 113.53 | |
| National Vision Hldgs (EYE) | 1.4 | $11M | 350k | 30.73 |
