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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Rheos Capital Works Inc. INSTITUTION : Rheos Capital Works Inc.
Rheos Capital Works Inc. Latest Top 20 Portfolio Holdings: (Filing Date: 2019-10-04) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
INTUIT INC    (COM) INTU 119,673,000 450,000 13.60%
VISA INC    (CL A) V 103,206,000 600,000 11.73%
FACEBOOK INC    (CL A) FB 90,820,000 510,000 10.32%
ALPHABET INC    (CL C) GOOG 85,330,000 70,000 9.70%
MICROSOFT CORP    (COM) MSFT 82,027,000 590,000 9.32%
OLLIE'S BARGAIN OUTLET HOLDINGS    (COM) 67,436,000 1,150,000 7.66%
SALESFORCE.COM INC    (COM) CRM 56,407,000 380,000 6.41%
NEW ORIENTAL ADR    (SPONSORED ADR) EDU 55,380,000 500,000 6.29%
FIRST REPUBLIC BANK/    (COM) FRC 48,350,000 500,000 5.49%
AMAZON.COM INC    (COM) AMZN 46,869,000 27,000 5.32%
NETFLIX INC    (COM) NFLX 45,495,000 170,000 5.17%
SKECHERS USA    (CL A) SKX 37,350,000 1,000,000 4.24%
TAKE-TWO INT SOFTWRE    (COM) TTWO 32,588,000 260,000 3.70%
NATIONAL VISION HD    (COM) 8,424,000 350,000 0.95%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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