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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: 2020-04-20) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
DOMINOS PIZZA INC.    (COM) DPZ 117,508,000 362,600 12.46%
ACCENTURE PLC.    (CL A) ACN 72,732,000 445,500 7.71%
ZOOM VIDEO COMMUNICATIONS INC.    (CL A) 68,033,000 465,600 7.21%
NETFLIX INC.    (COM) NFLX 66,313,000 176,600 7.03%
VEEVA SYSTEMS INC.    (CL A) VEEV 60,625,000 387,700 6.42%
AMERICAN TOWER CORP.    (COM) AMT 58,771,000 269,900 6.23%
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.    (SPONSORED ADR) EDU 48,556,000 448,600 5.14%
OLLIE'S BARGAIN OUTLET HOLDINGS INC.    (COM) 44,283,000 955,600 4.69%
MICROSOFT CORP.    (COM) MSFT 39,491,000 250,400 4.18%
SALESFORCE.COM INC.    (COM) CRM 33,735,000 234,300 3.57%
QUALCOMM INC.    (COM) QCOM 28,054,000 414,700 2.97%
VISA INC.    (CL A) V 22,444,000 139,300 2.38%
BILIBILI INC.    (SPONSORED ADR) 19,762,000 843,800 2.09%
SKECHERS USA INC.    (CL A) SKX 11,974,000 504,400 1.26%
TAKE-TWO INTERACTIVE SOFTWARE, INC.    (COM) TTWO 11,126,000 93,800 1.17%
INTUITIVE SURGICAL INC.    (COM) ISRG 10,251,000 20,700 1.08%
BJ'S WHOLESALE CLUB HOLDINGS INC.    (COM) 9,903,000 388,800 1.05%
TEXAS INSTRUMENTS INC.    (COM) TXN 9,333,000 93,400 0.98%
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.    (SPONSORED ADR) TSM 8,803,000 184,200 0.93%
SITEONE LANDSCAPE SUPPLY INC.    (COM) 7,869,000 106,892 0.83%


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John Paulson
George Soros

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