0001735445-20-000003.txt : 20200420
0001735445-20-000003.hdr.sgml : 20200420
20200420112515
ACCESSION NUMBER: 0001735445-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200420
DATE AS OF CHANGE: 20200420
EFFECTIVENESS DATE: 20200420
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Rheos Capital Works Inc.
CENTRAL INDEX KEY: 0001735445
IRS NUMBER: 000000000
STATE OF INCORPORATION: M0
FISCAL YEAR END: 0331
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18723
FILM NUMBER: 20801762
BUSINESS ADDRESS:
STREET 1: 1-11-1, MARUNOUCHI CHIYODA-KU
CITY: TOKYO
STATE: M0
ZIP: 100-6227
BUSINESS PHONE: 81-3-6266-0124
MAIL ADDRESS:
STREET 1: 1-11-1, MARUNOUCHI CHIYODA-KU
CITY: TOKYO
STATE: M0
ZIP: 100-6227
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001735445
XXXXXXXX
03-31-2020
03-31-2020
Rheos Capital Works Inc.
1-11-1, MARUNOUCHI CHIYODA-KU
TOKYO
M0
100-6227
13F HOLDINGS REPORT
028-18723
N
Hiroki Mizuno
Head of General Administration
81-3-6266-0124
Hiroki Mizuno
Tokyo
M0
04-20-2020
0
61
942941
false
INFORMATION TABLE
2
infotbl1q20.xml
INFORMATION TABLE 1Q2020
DOMINOS PIZZA INC.
COM
25754A201
117508
362600
SH
SOLE
362600
0
0
ACCENTURE PLC.
CL A
G1151C101
72732
445500
SH
SOLE
445500
0
0
ZOOM VIDEO COMMUNICATIONS INC.
CL A
98980L101
68033
465600
SH
SOLE
465600
0
0
NETFLIX INC.
COM
64110L106
66313
176600
SH
SOLE
176600
0
0
VEEVA SYSTEMS INC.
CL A
922475108
60625
387700
SH
SOLE
387700
0
0
AMERICAN TOWER CORP.
COM
03027X100
58771
269900
SH
SOLE
269900
0
0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
SPONSORED ADR
647581107
48556
448600
SH
SOLE
448600
0
0
OLLIE'S BARGAIN OUTLET HOLDINGS INC.
COM
681116109
44283
955600
SH
SOLE
955600
0
0
MICROSOFT CORP.
COM
594918104
39491
250400
SH
SOLE
250400
0
0
SALESFORCE.COM INC.
COM
79466L302
33735
234300
SH
SOLE
234300
0
0
QUALCOMM INC.
COM
747525103
28054
414700
SH
SOLE
414700
0
0
VISA INC.
CL A
92826C839
22444
139300
SH
SOLE
139300
0
0
BILIBILI INC.
SPONSORED ADR
090040106
19762
843800
SH
SOLE
843800
0
0
SKECHERS USA INC.
CL A
830566105
11974
504400
SH
SOLE
504400
0
0
TAKE-TWO INTERACTIVE SOFTWARE, INC.
COM
874054109
11126
93800
SH
SOLE
93800
0
0
INTUITIVE SURGICAL INC.
COM
46120E602
10251
20700
SH
SOLE
20700
0
0
BJ'S WHOLESALE CLUB HOLDINGS INC.
COM
05550J101
9903
388800
SH
SOLE
388800
0
0
TEXAS INSTRUMENTS INC.
COM
882508104
9333
93400
SH
SOLE
93400
0
0
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
SPONSORED ADR
874039100
8803
184200
SH
SOLE
184200
0
0
SITEONE LANDSCAPE SUPPLY INC.
COM
82982L103
7869
106892
SH
SOLE
106892
0
0
GENERAC HOLDINGS INC.
COM
368736104
7836
84100
SH
SOLE
84100
0
0
ALPHABET INC.
CL C
02079K107
7558
6500
SH
SOLE
6500
0
0
MOTOROLA SOLUTIONS INC.
COM
620076307
7444
56000
SH
SOLE
56000
0
0
EDWARDS LIFESCIENCES CORP.
COM
28176E108
7404
39255
SH
SOLE
39255
0
0
BROOKFIELD ASSET MANAGEMENT INC.
CL A
112585104
7107
160600
SH
SOLE
160600
0
0
WASTE MANAGEMENT, INC.
COM
94106L109
7025
75900
SH
SOLE
75900
0
0
SNAP-ON, INC.
COM
833034101
6823
62700
SH
SOLE
62700
0
0
CADENCE DESIGN SYSTEMS INC.
COM
127387108
6584
99700
SH
SOLE
99700
0
0
INTUIT INC.
COM
461202103
6210
27000
SH
SOLE
27000
0
0
MERCADOLIBRE INC.
COM
58733R102
5765
11800
SH
SOLE
11800
0
0
RINGCENTRAL INC.
CL A
76680R206
5764
27200
SH
SOLE
27200
0
0
AMAZON.COM INC.
COM
023135106
5520
2831
SH
SOLE
2831
0
0
DOW INC.
COM
260557103
5488
187700
SH
SOLE
187700
0
0
MSCI INC.
COM
55354G100
5461
18900
SH
SOLE
18900
0
0
NICE LTD.
SPONSORED ADR
653656108
5412
37700
SH
SOLE
37700
0
0
CHEGG INC.
COM
163092109
5399
150900
SH
SOLE
150900
0
0
AKAMAI TECHNOLOGIES INC.
COM
00971T101
5288
57800
SH
SOLE
57800
0
0
XILINX, INC.
COM
983919101
5199
66700
SH
SOLE
66700
0
0
DOCUSIGN INC.
COM
256163106
5082
55000
SH
SOLE
55000
0
0
PAYPAL HOLDINGS INC.
COM
70450Y103
4787
50000
SH
SOLE
50000
0
0
EQUINIX INC.
COM
29444U700
4247
6800
SH
SOLE
6800
0
0
CAPITAL ONE FINANCIAL CORP.
COM
14040H105
4235
84000
SH
SOLE
84000
0
0
ARCO PLATFORM LTD.
CL A
G04553106
4213
99700
SH
SOLE
99700
0
0
PALO ALTO NETWORKS, INC.
COM
697435105
4181
25500
SH
SOLE
25500
0
0
FIRST REPUBLIC BANK
COM
33616C100
4114
50000
SH
SOLE
50000
0
0
S&P GLOBAL INC.
COM
78409V104
3970
16200
SH
SOLE
16200
0
0
CROWN CASTLE INTERNATIONAL CORP.
COM
22822V101
3754
26000
SH
SOLE
26000
0
0
EMERSON ELECTRIC CO.
COM
291011104
3702
77700
SH
SOLE
77700
0
0
NVIDIA CORP.
COM
67066G104
3559
13500
SH
SOLE
13500
0
0
COOPER COMPANIES, INC.
COM
216648402
3418
12400
SH
SOLE
12400
0
0
SQUARE INC.
CL A
852234103
3389
64700
SH
SOLE
64700
0
0
GOLDMAN SACHS GROUP, INC.
COM
38141G104
3370
21800
SH
SOLE
21800
0
0
LIONS GATE ENTERTAINMENT CORP.
CL A
535919401
3368
553900
SH
SOLE
553900
0
0
NATIONAL VISION HOLDINGS INC.
COM
63845R107
3134
161400
SH
SOLE
161400
0
0
AGILENT TECHNOLOGIES, INC.
COM
00846U101
2707
37800
SH
SOLE
37800
0
0
DISCOVER FINANCIAL SERVICES
COM
254709108
2700
75700
SH
SOLE
75700
0
0
WORLD WRESTLING ENTERTAINMENT INC.
CL A
98156Q108
2555
75300
SH
SOLE
75300
0
0
SPOTIFY TECHNOLOGY S.A.
COM
L8681T102
2429
20000
SH
SOLE
20000
0
0
WHEATON PRECIOUS METALS CORP.
COM
962879102
2412
87600
SH
SOLE
87600
0
0
ALLEGIANT TRAVEL CO.
COM
01748X102
2389
29200
SH
SOLE
29200
0
0
TYSON FOODS INC.
CL A
902494103
2373
41000
SH
SOLE
41000
0
0