HoldingsChannel.com
Rheos Capital Works Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
DOMINOS PIZZA INC. 362,600 +348,800 $117,508
     DPZ362,600+348,800$117,508
ACCENTURE PLC. 445,500 +410,200 $72,732
     ACN445,500+410,200$72,732
ZOOM VIDEO COMMUNICATIONS INC. 465,600 +465,600 $68,033
     ZM465,600+465,600$68,033
NETFLIX INC. 176,600 +176,600 $66,313
     NFLX176,600+176,600$66,313
VEEVA SYSTEMS INC. 387,700 +387,700 $60,625
     VEEV387,700+387,700$60,625
AMERICAN TOWER CORP. 269,900 +264,300 $58,771
     AMT269,900+264,300$58,771
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. 448,600 -32,300 $48,556
     EDU448,600-32,300$48,556
OLLIE S BARGAIN OUTLET HOLDINGS INC. 955,600 -281,000 $44,283
     OLLI955,600-281,000$44,283
MICROSOFT CORP. 250,400 -374,500 $39,491
     MSFT250,400-374,500$39,491
SALESFORCE.COM INC. 234,300 +112,600 $33,735
     CRM234,300+112,600$33,735
QUALCOMM INC. 414,700 -859,000 $28,054
     QCOM414,700-859,000$28,054
VISA INC. 139,300 -498,500 $22,444
     V139,300-498,500$22,444
BILIBILI INC. 843,800 +843,800 $19,762
     BILI843,800+843,800$19,762
SKECHERS USA INC. 504,400 -390,900 $11,974
     SKX504,400-390,900$11,974
TAKE TWO INTERACTIVE SOFTWARE INC. 93,800 -226,600 $11,126
     TTWO93,800-226,600$11,126
INTUITIVE SURGICAL INC. 20,700 +8,200 $10,251
     ISRG20,700+8,200$10,251
BJ S WHOLESALE CLUB HOLDINGS INC. 388,800 +214,300 $9,903
     BJ388,800+214,300$9,903
TEXAS INSTRUMENTS INC. 93,400 +35,200 $9,333
     TXN93,400+35,200$9,333
TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. 184,200 +54,700 $8,803
     TSM184,200+54,700$8,803
SITEONE LANDSCAPE SUPPLY INC. 106,892 +43,492 $7,869
     SITE106,892+43,492$7,869
GENERAC HOLDINGS INC. 84,100 +14,300 $7,836
     GNRC84,100+14,300$7,836
ALPHABET INC. 6,500 -69,100 $7,558
     GOOG6,500-69,100$7,558
MOTOROLA SOLUTIONS INC. 56,000 +9,700 $7,444
     MSI56,000+9,700$7,444
EDWARDS LIFESCIENCES CORP. 39,255 +39,255 $7,404
     EW39,255+39,255$7,404
BROOKFIELD ASSET MANAGEMENT INC. 160,600 +44,100 $7,107
     BAM160,600+44,100$7,107
WASTE MANAGEMENT INC. 75,900 +22,600 $7,025
     WM75,900+22,600$7,025
SNAP ON INC. 62,700 +28,600 $6,823
     SNA62,700+28,600$6,823
CADENCE DESIGN SYSTEMS INC. 99,700 +42,200 $6,584
     CDNS99,700+42,200$6,584
INTUIT INC. 27,000 -196,000 $6,210
     INTU27,000-196,000$6,210
MERCADOLIBRE INC. 11,800 +5,300 $5,765
     MELI11,800+5,300$5,765
RINGCENTRAL INC. 27,200 +27,200 $5,764
     RNG27,200+27,200$5,764
AMAZON.COM INC. 2,831 -24,169 $5,520
     AMZN2,831-24,169$5,520
DOW INC. 187,700 +58,400 $5,488
     DOW187,700+58,400$5,488
MSCI INC. 18,900 +18,900 $5,461
     MSCI18,900+18,900$5,461
NICE LTD. 37,700 +25,100 $5,412
     NICE37,700+25,100$5,412
CHEGG INC. 150,900 +46,500 $5,399
     CHGG150,900+46,500$5,399
AKAMAI TECHNOLOGIES INC. 57,800 +57,800 $5,288
     AKAM57,800+57,800$5,288
XILINX INC. 66,700 +36,600 $5,199
     XLNX66,700+36,600$5,199
DOCUSIGN INC. 55,000 +55,000 $5,082
     DOCU55,000+55,000$5,082
PAYPAL HOLDINGS INC. 50,000 +35,100 $4,787
     PYPL50,000+35,100$4,787
EQUINIX INC. 6,800 +4,600 $4,247
     EQIX6,800+4,600$4,247
CAPITAL ONE FINANCIAL CORP. 84,000 +18,800 $4,235
     COF84,000+18,800$4,235
ARCO PLATFORM LTD. 99,700 +99,700 $4,213
     ARCE99,700+99,700$4,213
PALO ALTO NETWORKS INC. 25,500 +25,500 $4,181
     PANW25,500+25,500$4,181
FIRST REPUBLIC BANK 50,000 +17,300 $4,114
     FRC50,000+17,300$4,114
S&P GLOBAL INC. 16,200 +16,200 $3,970
     SPGI16,200+16,200$3,970
CROWN CASTLE INTERNATIONAL CORP. 26,000 +17,000 $3,754
     CCI26,000+17,000$3,754
EMERSON ELECTRIC CO. 77,700 +40,700 $3,702
     EMR77,700+40,700$3,702
NVIDIA CORP. 13,500 +3,200 $3,559
     NVDA13,500+3,200$3,559
COOPER COMPANIES INC. 12,400 +12,400 $3,418
     COO12,400+12,400$3,418

See Full List: All Stocks Held By Rheos Capital Works Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Rheos Capital Works Inc.

Size ($ in 1000's)
At 03/31/2020: $942,941
At 12/31/2019: $970,548

Rheos Capital Works Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rheos Capital Works Inc. 13F filings. Link to 13F filings: SEC filings

Rheos Capital Works Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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