0001099910-23-000079.txt : 20230503 0001099910-23-000079.hdr.sgml : 20230503 20230502175159 ACCESSION NUMBER: 0001099910-23-000079 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230503 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230503 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: 23880729 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 X0202 13F-HR LIVE false false false 0001735445 XXXXXXXX 03-31-2023 03-31-2023 false Rheos Capital Works Inc.

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

13F HOLDINGS REPORT 028-18723 N Shoko Ishikawa 81-3-6266-0124 Shoko Ishikawa Tokyo M0 05-02-2023 0 106 1797248 INFORMATION TABLE 2 infotable.xml MICROSOFT CORP COM 594918104 57919 200900 SH SOLE 200900 0 0 MOTOROLA SOLUTIONS INC COM 620076307 56940 199000 SH SOLE 199000 0 0 NEXTERA ENERGY INC COM 65339F101 55421 719000 SH SOLE 719000 0 0 CORTEVA INC COM 22052L104 53073 880000 SH SOLE 880000 0 0 FERRARI N V COM N3167Y103 52725 194600 SH SOLE 194600 0 0 TETRA TECH INC NEW COM 88162G103 52344 356300 SH SOLE 356300 0 0 PALO ALTO NETWORKS INC COM 697435105 49076 245700 SH SOLE 245700 0 0 INTUIT COM 461202103 47080 105600 SH SOLE 105600 0 0 ORACLE CORP COM 68389X105 43858 472000 SH SOLE 472000 0 0 ACCENTURE PLC IRELAND CL A G1151C101 41271 144400 SH SOLE 144400 0 0 CATERPILLAR INC COM 149123101 36614 160000 SH SOLE 160000 0 0 SENTINELONE INC CL A 81730H109 35653 2179300 SH SOLE 2179300 0 0 TYSON FOODS INC CL A 902494103 34222 576900 SH SOLE 576900 0 0 WOLFSPEED INC COM 977852102 33599 517300 SH SOLE 517300 0 0 HERSHEY CO COM 427866108 32030 125900 SH SOLE 125900 0 0 AMAZON COM INC COM 023135106 30574 296000 SH SOLE 296000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 29434 140100 SH SOLE 140100 0 0 Mobileye Global Inc. 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