0001735445-20-000005.txt : 20200807 0001735445-20-000005.hdr.sgml : 20200807 20200807182919 ACCESSION NUMBER: 0001735445-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200807 DATE AS OF CHANGE: 20200807 EFFECTIVENESS DATE: 20200807 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: 201085837 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 06-30-2020 06-30-2020 Rheos Capital Works Inc.

1-11-1, MARUNOUCHI CHIYODA-KU TOKYO M0 100-6227

13F HOLDINGS REPORT 028-18723 N Keiko Kamikanda 81-3-6266-0124 Keiko Kamikanda Tokyo M0 08-07-2020 0 67 1431638 false INFORMATION TABLE 2 rheos.xml Microsoft Corp. COM 594918104 134174 659300 SH SOLE 659300 0 0 Domino's Pizza Inc. COM 25754A201 133959 362600 SH SOLE 362600 0 0 Accenture plc. CL A G1151C101 99501 463400 SH SOLE 463400 0 0 Veeva Systems Inc. CL A 922475108 93745 399900 SH SOLE 399900 0 0 Ollie's Bargain Outlet Holdings Inc. COM 681116109 93314 955600 SH SOLE 955600 0 0 Netflix Inc. COM 64110L106 83818 184200 SH SOLE 184200 0 0 Bilibili Inc. SPONSORED ADR 090040106 73204 1580400 SH SOLE 1580400 0 0 American Tower Corp. COM 03027X100 69780 269900 SH SOLE 269900 0 0 Zoom Video Communications Inc. CL A 98980L101 63892 252000 SH SOLE 252000 0 0 New Oriental Education & Technology Group Inc. SPONSORED ADR 647581107 59294 455300 SH SOLE 455300 0 0 Salesforce.Com Inc. COM 79466L302 43891 234300 SH SOLE 234300 0 0 Qualcomm Inc. COM 747525103 39758 435900 SH SOLE 435900 0 0 Visa Inc. CL A 92826C839 30733 159100 SH SOLE 159100 0 0 Skechers USA Inc. CL A 830566105 19716 628300 SH SOLE 628300 0 0 BJ's Wholesale Club Holdings Inc. COM 05550J101 15206 408000 SH SOLE 408000 0 0 Texas Instruments Inc. COM 882508104 13637 107400 SH SOLE 107400 0 0 Cadence Design Systems Inc. COM 127387108 12657 131900 SH SOLE 131900 0 0 Xilinx, Inc. COM 983919101 12397 126000 SH SOLE 126000 0 0 SiteOne Landscape Supply Inc. COM 82982L103 12182 106892 SH SOLE 106892 0 0 Amazon.com Inc. COM 023135106 11587 4200 SH SOLE 4200 0 0 NVIDIA Corp. COM 67066G104 11549 30400 SH SOLE 30400 0 0 DocuSign Inc. COM 256163106 11366 66000 SH SOLE 66000 0 0 MSCI Inc. COM 55354G100 10949 32800 SH SOLE 32800 0 0 Spotify Technology S.A. COM L8681T102 10844 42000 SH SOLE 42000 0 0 Costco Wholesale Corp. COM 22160K105 10006 33000 SH SOLE 33000 0 0 Alphabet Inc. CL C 02079K107 9895 7000 SH SOLE 7000 0 0 Waste Management, Inc. COM 94106L109 9648 91100 SH SOLE 91100 0 0 Motorola Solutions Inc. COM 620076307 9417 67200 SH SOLE 67200 0 0 Edwards Lifesciences Corp. COM 28176E108 9341 135165 SH SOLE 135165 0 0 Intuitive Surgical Inc. COM 46120E602 9231 16200 SH SOLE 16200 0 0 Brookfield Asset Management Inc. CL A 112585104 9113 277000 SH SOLE 277000 0 0 PayPal Holdings Inc. COM 70450Y103 8712 50000 SH SOLE 50000 0 0 Snap-On, Inc. COM 833034101 8685 62700 SH SOLE 62700 0 0 Akamai Technologies Inc. COM 00971T101 8610 80400 SH SOLE 80400 0 0 Tyson Foods Inc. CL A 902494103 7834 131200 SH SOLE 131200 0 0 RingCentral Inc. CL A 76680R206 7752 27200 SH SOLE 27200 0 0 S&P Global Inc. COM 78409V104 7677 23300 SH SOLE 23300 0 0 Dow Inc. COM 260557103 7651 187700 SH SOLE 187700 0 0 TJX Companies, Inc. COM 872540109 7493 148200 SH SOLE 148200 0 0 Ross Stores Inc. COM 778296103 7373 86500 SH SOLE 86500 0 0 Generac Holdings Inc. COM 368736104 7243 59400 SH SOLE 59400 0 0 NICE Ltd. SPONSORED ADR 653656108 7134 37700 SH SOLE 37700 0 0 Chegg Inc. COM 163092109 7123 105900 SH SOLE 105900 0 0 Lamb Weston Holdings Inc. COM 513272104 7000 109500 SH SOLE 109500 0 0 Square Inc. CL A 852234103 6790 64700 SH SOLE 64700 0 0 Emerson Electric Co. COM 291011104 6687 107800 SH SOLE 107800 0 0 Palo Alto Networks, Inc. COM 697435105 6637 28900 SH SOLE 28900 0 0 Capital One Financial Corp. COM 14040H105 6309 100800 SH SOLE 100800 0 0 MercadoLibre Inc. COM 58733R102 5915 6000 SH SOLE 6000 0 0 First Republic Bank COM 33616C100 5300 50000 SH SOLE 50000 0 0 Take-Two Interactive Software, Inc. COM 874054109 4983 35700 SH SOLE 35700 0 0 National Vision Holdings Inc. COM 63845R107 4926 161400 SH SOLE 161400 0 0 Zscaler Inc. COM 98980G102 4851 44300 SH SOLE 44300 0 0 Equinix Inc. COM 29444U700 4776 6800 SH SOLE 6800 0 0 Crown Castle International Corp. COM 22822V101 4351 26000 SH SOLE 26000 0 0 Arco Platform Ltd. CL A G04553106 4335 99700 SH SOLE 99700 0 0 Goldman Sachs Group, Inc. COM 38141G104 4308 21800 SH SOLE 21800 0 0 Wheaton Precious Metals Corp. COM 962879102 3859 87600 SH SOLE 87600 0 0 Kellogg Co. COM 487836108 3851 58300 SH SOLE 58300 0 0 Discover Financial Services COM 254709108 3792 75700 SH SOLE 75700 0 0 Intuit Inc. COM 461202103 3554 12000 SH SOLE 12000 0 0 Cooper Companies, Inc. COM 216648402 3517 12400 SH SOLE 12400 0 0 Agilent Technologies, Inc. COM 00846U101 3340 37800 SH SOLE 37800 0 0 World Wrestling Entertainment Inc. CL A 98156Q108 3272 75300 SH SOLE 75300 0 0 Allegiant Travel Co. COM 01748X102 3189 29200 SH SOLE 29200 0 0 Ally Financial Inc. COM 02005N100 2975 150000 SH SOLE 150000 0 0 Lions Gate Entertainment Corp. CL A 535919401 2030 273900 SH SOLE 273900 0 0