Rheos Capital Works Inc. Buys The Walt Disney Co, American Express Co, Five Below Inc, Sells Bilibili Inc, Ollie's Bargain Outlet Holdings Inc, Square Inc

• New Purchases: DIS, AXP, TTEK, H, OTIS, CARR, VRT,
• Added Positions: FIVE, DFS, UPWK, AKAM, MSFT, BAM, MELI, EYE, V, BLL, TJX, EW, SPOT, KEYS, AMT, CRWD, EQIX, NICE, LRCX, GPN, ANET, CCI, WM, ARCE,
• Reduced Positions: BILI, OLLI, SQ, PYPL,

For the details of Rheos Capital Works Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/rheos+capital+works+inc./current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 329,000 shares, 5.13% of the total portfolio. Shares added by 6.37%
2. Accenture PLC (ACN) - 270,700 shares, 4.95% of the total portfolio.
3. Bilibili Inc (BILI) - 635,400 shares, 4.50% of the total portfolio. Shares reduced by 50.49%
4. American Tower Corp (AMT) - 278,300 shares, 4.40% of the total portfolio. Shares added by 1.87%
5. Netflix Inc (NFLX) - 114,200 shares, 3.94% of the total portfolio.

Rheos Capital Works Inc. initiated holding in The Walt Disney Co. The purchase prices were between $163.03 and $201.91, with an estimated average price of $184.47. The stock is now traded at around $184.270000. The impact to a portfolio due to this purchase was 1.6%. The holding were 131,000 shares as of 2021-03-31.

Rheos Capital Works Inc. initiated holding in American Express Co. The purchase prices were between $114.09 and $150.27, with an estimated average price of $132.09. The stock is now traded at around $150.340000. The impact to a portfolio due to this purchase was 1.28%. The holding were 137,200 shares as of 2021-03-31.

Rheos Capital Works Inc. initiated holding in Tetra Tech Inc. The purchase prices were between $114.17 and $143.19, with an estimated average price of $132.51. The stock is now traded at around $131.940000. The impact to a portfolio due to this purchase was 1.01%. The holding were 112,000 shares as of 2021-03-31.

Rheos Capital Works Inc. initiated holding in Hyatt Hotels Corp. The purchase prices were between $65.66 and $91.15, with an estimated average price of $78.61. The stock is now traded at around $83.050000. The impact to a portfolio due to this purchase was 0.9%. The holding were 164,000 shares as of 2021-03-31.

Rheos Capital Works Inc. initiated holding in Otis Worldwide Corp. The purchase prices were between $62.24 and $69.91, with an estimated average price of $65.35. The stock is now traded at around $76.270000. The impact to a portfolio due to this purchase was 0.85%. The holding were 187,000 shares as of 2021-03-31.

Rheos Capital Works Inc. initiated holding in Carrier Global Corp. The purchase prices were between $35.52 and $42.36, with an estimated average price of $38.85. The stock is now traded at around $44.100000. The impact to a portfolio due to this purchase was 0.79%. The holding were 281,200 shares as of 2021-03-31.

Rheos Capital Works Inc. added to a holding in Five Below Inc by 46.07%. The purchase prices were between $167.09 and $199.96, with an estimated average price of $188.51. The stock is now traded at around $194.650000. The impact to a portfolio due to this purchase was 1.07%. The holding were 267,900 shares as of 2021-03-31.

Rheos Capital Works Inc. added to a holding in Discover Financial Services by 141.48%. The purchase prices were between $82.18 and $102.27, with an estimated average price of $94.29. The stock is now traded at around $106.190000. The impact to a portfolio due to this purchase was 0.67%. The holding were 182,800 shares as of 2021-03-31.

Rheos Capital Works Inc. added to a holding in Upwork Inc by 283.89%. The purchase prices were between $33.6 and $57.04, with an estimated average price of $46.33. The stock is now traded at around $49.070000. The impact to a portfolio due to this purchase was 0.61%. The holding were 276,400 shares as of 2021-03-31.

Rheos Capital Works Inc. added to a holding in Akamai Technologies Inc by 58.96%. The purchase prices were between $93.41 and $120.44, with an estimated average price of $103.23. The stock is now traded at around $109.750000. The impact to a portfolio due to this purchase was 0.32%. The holding were 127,800 shares as of 2021-03-31.

Rheos Capital Works Inc. added to a holding in Brookfield Asset Management Inc by 30.12%. The purchase prices were between $38.19 and $45.67, with an estimated average price of $41.68. The stock is now traded at around $45.410000. The impact to a portfolio due to this purchase was 0.29%. The holding were 432,000 shares as of 2021-03-31.

Rheos Capital Works Inc. added to a holding in MercadoLibre Inc by 73.33%. The purchase prices were between $1369.54 and $1984.34, with an estimated average price of $1700.69. The stock is now traded at around $1623.010000. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,200 shares as of 2021-03-31.