0001735445-21-000005.txt : 20210426 0001735445-21-000005.hdr.sgml : 20210426 20210426123722 ACCESSION NUMBER: 0001735445-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210426 DATE AS OF CHANGE: 20210426 EFFECTIVENESS DATE: 20210426 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: 21852941 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 03-31-2021 03-31-2021 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 04-26-2021 0 85 1511392 true INFORMATION TABLE 2 rheos.xml INFORMATION TABLE Microsoft Corp. COM 594918104 77568 329000 SH SOLE 329000 0 0 Accenture plc. CL A G1151C101 74781 270700 SH SOLE 270700 0 0 Bilibili Inc. SPONSORED ADR 090040106 68026 635400 SH SOLE 635400 0 0 American Tower Corp. COM 03027X100 66530 278300 SH SOLE 278300 0 0 Netflix Inc. COM 64110L106 59574 114200 SH SOLE 114200 0 0 Qualcomm Inc. COM 747525103 55078 415400 SH SOLE 415400 0 0 Five Below Inc. COM 33829M101 51113 267900 SH SOLE 267900 0 0 Veeva Systems Inc. CL A 922475108 50263 192400 SH SOLE 192400 0 0 Salesforce.Com Inc. COM 79466L302 49641 234300 SH SOLE 234300 0 0 Visa Inc. CL A 92826C839 37307 176200 SH SOLE 176200 0 0 New Oriental Education & Technology Group Inc. SPONSORED ADR 647581107 36512 2608000 SH SOLE 2608000 0 0 Ollie's Bargain Outlet Holdings Inc. COM 681116109 32677 375600 SH SOLE 375600 0 0 Skechers USA Inc. CL A 830566105 29005 695400 SH SOLE 695400 0 0 The Walt Disney Co. COM 254687106 24172 131000 SH SOLE 131000 0 0 Zoom Video Communications Inc. CL A 98980L101 23165 72100 SH SOLE 72100 0 0 General Motors Co. COM 37045V100 22007 383000 SH SOLE 383000 0 0 Texas Instruments Inc. COM 882508104 20298 107400 SH SOLE 107400 0 0 Generac Holdings Inc. COM 368736104 19451 59400 SH SOLE 59400 0 0 American Express Co. COM 025816109 19406 137200 SH SOLE 137200 0 0 Brookfield Asset Management Inc. CL A 112585104 19224 432000 SH SOLE 432000 0 0 First Republic Bank COM 33616C100 18926 113500 SH SOLE 113500 0 0 SiteOne Landscape Supply Inc. COM 82982L103 18251 106892 SH SOLE 106892 0 0 Discover Financial Services COM 254709108 17364 182800 SH SOLE 182800 0 0 Capital One Financial Corp. COM 14040H105 17151 134800 SH SOLE 134800 0 0 NVIDIA Corp. COM 67066G104 16712 31300 SH SOLE 31300 0 0 CarMax, Inc. COM 143130102 16649 125500 SH SOLE 125500 0 0 Xilinx, Inc. COM 983919101 15611 126000 SH SOLE 126000 0 0 BJ's Wholesale Club Holdings Inc. COM 05550J101 15566 347000 SH SOLE 347000 0 0 Tetra Tech Inc. COM 88162G103 15201 112000 SH SOLE 112000 0 0 Alphabet Inc. CL C 02079K107 14480 7000 SH SOLE 7000 0 0 Snap-On, Inc. COM 833034101 14467 62700 SH SOLE 62700 0 0 Spotify Technology S.A. COM L8681T102 14443 53900 SH SOLE 53900 0 0 Cadence Design Systems Inc. COM 127387108 13822 100900 SH SOLE 100900 0 0 Lam Research Corp. COM 512807108 13810 23200 SH SOLE 23200 0 0 MSCI Inc. COM 55354G100 13752 32800 SH SOLE 32800 0 0 PayPal Holdings Inc. COM 70450Y103 13720 56500 SH SOLE 56500 0 0 Hyatt Hotels Corp. CL A 448579102 13563 164000 SH SOLE 164000 0 0 TJX Companies, Inc. COM 872540109 13230 200000 SH SOLE 200000 0 0 Global Payments Inc. COM 37940X102 13062 64800 SH SOLE 64800 0 0 Akamai Technologies Inc. COM 00971T101 13023 127800 SH SOLE 127800 0 0 Amazon.com Inc. COM 023135106 12995 4200 SH SOLE 4200 0 0 Edwards Lifesciences Corp. COM 28176E108 12978 155165 SH SOLE 155165 0 0 Intuitive Surgical Inc. COM 46120E602 12931 17500 SH SOLE 17500 0 0 Otis Worldwide Corp. COM 68902V107 12800 187000 SH SOLE 187000 0 0 Motorola Solutions Inc. COM 620076307 12637 67200 SH SOLE 67200 0 0 Waste Management, Inc. COM 94106L109 12579 97500 SH SOLE 97500 0 0 Upwork Inc. COM 91688F104 12374 276400 SH SOLE 276400 0 0 EOG Resources, Inc. COM 26875P101 12366 170500 SH SOLE 170500 0 0 Roper Technologies Inc. COM 776696106 12302 30500 SH SOLE 30500 0 0 Dow Inc. COM 260557103 12002 187700 SH SOLE 187700 0 0 Carrier Global Corp. COM 14448C104 11872 281200 SH SOLE 281200 0 0 Costco Wholesale Corp. COM 22160K105 11632 33000 SH SOLE 33000 0 0 Tyson Foods Inc. CL A 902494103 11606 156200 SH SOLE 156200 0 0 Ross Stores Inc. COM 778296103 10372 86500 SH SOLE 86500 0 0 National Vision Holdings Inc. COM 63845R107 10142 231400 SH SOLE 231400 0 0 Emerson Electric Co. COM 291011104 9726 107800 SH SOLE 107800 0 0 Ball Corp. COM 058498106 9584 113100 SH SOLE 113100 0 0 NICE Ltd. SPONSORED ADR 653656108 9307 42700 SH SOLE 42700 0 0 RingCentral Inc. CL A 76680R206 8996 30200 SH SOLE 30200 0 0 Goldman Sachs Group, Inc. COM 38141G104 8600 26300 SH SOLE 26300 0 0 Allegiant Travel Co. COM 01748X102 8591 35200 SH SOLE 35200 0 0 Lamb Weston Holdings Inc. COM 513272104 8484 109500 SH SOLE 109500 0 0 Exponent Inc. COM 30214U102 8390 86100 SH SOLE 86100 0 0 S&P Global Inc. COM 78409V104 8222 23300 SH SOLE 23300 0 0 Agilent Technologies, Inc. COM 00846U101 7984 62800 SH SOLE 62800 0 0 World Wrestling Entertainment, Inc. CL A 98156Q108 7965 146800 SH SOLE 146800 0 0 MercadoLibre Inc. COM 58733R102 7655 5200 SH SOLE 5200 0 0 Keysight Technologies Inc. COM 49338L103 7313 51000 SH SOLE 51000 0 0 Crown Castle International Corp. COM 22822V101 6834 39700 SH SOLE 39700 0 0 Ally Financial Inc. COM 02005N100 6782 150000 SH SOLE 150000 0 0 Vertiv Holdings Co. COM 92537N108 6500 325000 SH SOLE 325000 0 0 Take-Two Interactive Software, Inc. COM 874054109 6308 35700 SH SOLE 35700 0 0 Equinix Inc. COM 29444U700 6116 9000 SH SOLE 9000 0 0 General Mills Inc. COM 370334104 5703 93000 SH SOLE 93000 0 0 Cooper Companies, Inc. COM 216648402 4763 12400 SH SOLE 12400 0 0 Intuit Inc. COM 461202103 4597 12000 SH SOLE 12000 0 0 Chegg Inc. COM 163092109 4531 52900 SH SOLE 52900 0 0 CrowdStrike Holdings Inc. CL A 22788C105 4198 23000 SH SOLE 23000 0 0 Lions Gate Entertainment Corp. CL A 535919401 4095 273900 SH SOLE 273900 0 0 Arco Platform Ltd. CL A G04553106 3819 150700 SH SOLE 150700 0 0 DocuSign Inc. COM 256163106 3644 18000 SH SOLE 18000 0 0 Arista Networks Inc. COM 040413106 3502 11600 SH SOLE 11600 0 0 Wheaton Precious Metals Corp. COM 962879102 3347 87600 SH SOLE 87600 0 0 Square Inc. CL A 852234103 3020 13300 SH SOLE 13300 0 0 Zscaler Inc. COM 98980G102 2627 15300 SH SOLE 15300 0 0