0001735445-21-000001.txt : 20210212 0001735445-21-000001.hdr.sgml : 20210212 20210212152328 ACCESSION NUMBER: 0001735445-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21626460 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 12-31-2020 12-31-2020 Rheos Capital Works Inc.

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

13F HOLDINGS REPORT 028-18723 N Keiko Kamikanda 813-6266-0124 Keiko Kamikanda Tokyo M0 02-12-2021 0 78 1376654 false INFORMATION TABLE 2 rheosdec20.xml Bilibili Inc. SPONSORED ADR 090040106 110013 1283400 SH SOLE 1283400 0 0 Accenture plc. CL A G1151C101 70710 270700 SH SOLE 270700 0 0 Microsoft Corp. COM 594918104 68795 309300 SH SOLE 309300 0 0 Qualcomm Inc. COM 747525103 63282 415400 SH SOLE 415400 0 0 Netflix Inc. COM 64110L106 61751 114200 SH SOLE 114200 0 0 American Tower Corp. COM 03027X100 61322 273200 SH SOLE 273200 0 0 Ollie's Bargain Outlet Holdings Inc. COM 681116109 55244 675600 SH SOLE 675600 0 0 Veeva Systems Inc. CL A 922475108 52381 192400 SH SOLE 192400 0 0 Salesforce.Com Inc. COM 79466L302 52139 234300 SH SOLE 234300 0 0 New Oriental Education & Technology Group Inc. SPONSORED ADR 647581107 48459 260800 SH SOLE 260800 0 0 Visa Inc. CL A 92826C839 35697 163200 SH SOLE 163200 0 0 Five Below Inc. COM 33829M101 32091 183400 SH SOLE 183400 0 0 Skechers USA Inc. CL A 830566105 24993 695400 SH SOLE 695400 0 0 Zoom Video Communications Inc. CL A 98980L101 24321 72100 SH SOLE 72100 0 0 Xilinx, Inc. COM 983919101 17863 126000 SH SOLE 126000 0 0 Texas Instruments Inc. COM 882508104 17628 107400 SH SOLE 107400 0 0 SiteOne Landscape Supply Inc. COM 82982L103 16956 106892 SH SOLE 106892 0 0 First Republic Bank COM 33616C100 16677 113500 SH SOLE 113500 0 0 NVIDIA Corp. COM 67066G104 16345 31300 SH SOLE 31300 0 0 General Motors Co. COM 37045V100 15948 383000 SH SOLE 383000 0 0 Spotify Technology S.A. COM L8681T102 15418 49000 SH SOLE 49000 0 0 MSCI Inc. COM 55354G100 14646 32800 SH SOLE 32800 0 0 Intuitive Surgical Inc. COM 46120E602 14317 17500 SH SOLE 17500 0 0 PayPal Holdings Inc. COM 70450Y103 13935 59500 SH SOLE 59500 0 0 Cadence Design Systems Inc. COM 127387108 13766 100900 SH SOLE 100900 0 0 Brookfield Asset Management Inc. CL A 112585104 13702 332000 SH SOLE 332000 0 0 Amazon.com Inc. COM 023135106 13679 4200 SH SOLE 4200 0 0 Generac Holdings Inc. COM 368736104 13508 59400 SH SOLE 59400 0 0 Capital One Financial Corp. COM 14040H105 13325 134800 SH SOLE 134800 0 0 Roper Technologies Inc. COM 776696106 13148 30500 SH SOLE 30500 0 0 BJ's Wholesale Club Holdings Inc. COM 05550J101 12936 347000 SH SOLE 347000 0 0 Square Inc. CL A 852234103 12906 59300 SH SOLE 59300 0 0 Global Payments Inc. COM 37940X102 12861 59700 SH SOLE 59700 0 0 Costco Wholesale Corp. COM 22160K105 12434 33000 SH SOLE 33000 0 0 Edwards Lifesciences Corp. COM 28176E108 12331 135165 SH SOLE 135165 0 0 Alphabet Inc. CL C 02079K107 12263 7000 SH SOLE 7000 0 0 CarMax, Inc. COM 143130102 11855 125500 SH SOLE 125500 0 0 RingCentral Inc. CL A 76680R206 11445 30200 SH SOLE 30200 0 0 Motorola Solutions Inc. COM 620076307 11428 67200 SH SOLE 67200 0 0 TJX Companies, Inc. COM 872540109 11404 167000 SH SOLE 167000 0 0 Waste Management, Inc. COM 94106L109 10743 91100 SH SOLE 91100 0 0 Snap-On, Inc. COM 833034101 10730 62700 SH SOLE 62700 0 0 NICE Ltd. SPONSORED ADR 653656108 10689 37700 SH SOLE 37700 0 0 Ross Stores Inc. COM 778296103 10623 86500 SH SOLE 86500 0 0 Dow Inc. COM 260557103 10417 187700 SH SOLE 187700 0 0 Lam Research Corp. COM 512807108 10154 21500 SH SOLE 21500 0 0 Tyson Foods Inc. CL A 902494103 10066 156200 SH SOLE 156200 0 0 Emerson Electric Co. COM 291011104 8664 107800 SH SOLE 107800 0 0 Lamb Weston Holdings Inc. COM 513272104 8622 109500 SH SOLE 109500 0 0 EOG Resources, Inc. COM 26875P101 8503 170500 SH SOLE 170500 0 0 Akamai Technologies Inc. COM 00971T101 8441 80400 SH SOLE 80400 0 0 Ball Corp. COM 058498106 7827 84000 SH SOLE 84000 0 0 Exponent Inc. COM 30214U102 7752 86100 SH SOLE 86100 0 0 S&P Global Inc. COM 78409V104 7659 23300 SH SOLE 23300 0 0 Agilent Technologies, Inc. COM 00846U101 7441 62800 SH SOLE 62800 0 0 Take-Two Interactive Software, Inc. COM 874054109 7418 35700 SH SOLE 35700 0 0 National Vision Holdings Inc. COM 63845R107 7310 161400 SH SOLE 161400 0 0 World Wrestling Entertainment, Inc. CL A 98156Q108 7054 146800 SH SOLE 146800 0 0 Goldman Sachs Group, Inc. COM 38141G104 6936 26300 SH SOLE 26300 0 0 Discover Financial Services COM 254709108 6853 75700 SH SOLE 75700 0 0 Allegiant Travel Co. COM 01748X102 6661 35200 SH SOLE 35200 0 0 General Mills Inc. COM 370334104 5468 93000 SH SOLE 93000 0 0 Crown Castle International Corp. COM 22822V101 5444 34200 SH SOLE 34200 0 0 Keysight Technologies Inc. COM 49338L103 5416 41000 SH SOLE 41000 0 0 Ally Financial Inc. COM 02005N100 5349 150000 SH SOLE 150000 0 0 Equinix Inc. COM 29444U700 5071 7100 SH SOLE 7100 0 0 MercadoLibre Inc. COM 58733R102 5026 3000 SH SOLE 3000 0 0 Chegg Inc. COM 163092109 4778 52900 SH SOLE 52900 0 0 Intuit Inc. COM 461202103 4558 12000 SH SOLE 12000 0 0 Cooper Companies, Inc. COM 216648402 4505 12400 SH SOLE 12400 0 0 Arco Platform Ltd. CL A G04553106 4248 119700 SH SOLE 119700 0 0 DocuSign Inc. COM 256163106 4001 18000 SH SOLE 18000 0 0 Wheaton Precious Metals Corp. COM 962879102 3656 87600 SH SOLE 87600 0 0 CrowdStrike Holdings Inc. CL A 22788C105 3495 16500 SH SOLE 16500 0 0 Lions Gate Entertainment Corp. CL A 535919401 3114 273900 SH SOLE 273900 0 0 Zscaler Inc. COM 98980G102 3056 15300 SH SOLE 15300 0 0 Arista Networks Inc. COM 040413106 2499 8600 SH SOLE 8600 0 0 Upwork Inc. COM 91688F104 2485 72000 SH SOLE 72000 0 0