0001099910-23-000146.txt : 20230802 0001099910-23-000146.hdr.sgml : 20230802 20230802165155 ACCESSION NUMBER: 0001099910-23-000146 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230802 DATE AS OF CHANGE: 20230802 EFFECTIVENESS DATE: 20230802 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: 231136590 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 06-30-2023 06-30-2023 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 07-21-2023 0 96 1859254 INFORMATION TABLE 2 infotable.xml MICROSOFT CORP COM 594918104 103320 303400 SH SOLE 303400 0 0 FERRARI N V COM N3167Y103 74213 228200 SH SOLE 228200 0 0 PALO ALTO NETWORKS INC COM 697435105 71696 280600 SH SOLE 280600 0 0 ORACLE CORP COM 68389X105 56210 472000 SH SOLE 472000 0 0 AMAZON COM INC COM 023135106 54634 419100 SH SOLE 419100 0 0 NEXTERA ENERGY INC COM 65339F101 53350 719000 SH SOLE 719000 0 0 CORTEVA INC COM 22052L104 50424 880000 SH SOLE 880000 0 0 INTUIT COM 461202103 48385 105600 SH SOLE 105600 0 0 ACCENTURE PLC IRELAND CL A G1151C101 44559 144400 SH SOLE 144400 0 0 MOTOROLA SOLUTIONS INC COM 620076307 43992 150000 SH SOLE 150000 0 0 TETRA TECH INC NEW COM 88162G103 43276 264300 SH SOLE 264300 0 0 INTUITIVE SURGICAL INC COM 46120E602 41033 120000 SH SOLE 120000 0 0 CATERPILLAR INC COM 149123101 39368 160000 SH SOLE 160000 0 0 SERVICENOW INC COM 81762P102 37090 66000 SH SOLE 66000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 36796 156900 SH SOLE 156900 0 0 NETFLIX INC COM 64110L106 35680 81000 SH SOLE 81000 0 0 APPLE INC COM 037833100 33208 171200 SH SOLE 171200 0 0 SENTINELONE INC CL A 81730H109 32907 2179300 SH SOLE 2179300 0 0 TESLA INC COM 88160R101 32355 123600 SH SOLE 123600 0 0 HERSHEY CO COM 427866108 31437 125900 SH SOLE 125900 0 0 BILL COM HLDGS INC COM 090043100 30556 261500 SH SOLE 261500 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 29771 295000 SH SOLE 295000 0 0 WOLFSPEED INC COM 977852102 28757 517300 SH SOLE 517300 0 0 TEXAS INSTRS INC COM 882508104 26517 147300 SH SOLE 147300 0 0 DECKERS OUTDOOR CORP COM 243537107 25328 48000 SH SOLE 48000 0 0 Mobileye Global Inc. 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