Joho Capital as of Sept. 30, 2017
Portfolio Holdings for Joho Capital
Joho Capital holds 6 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 36.7 | $168M | 974k | 172.71 | |
| Cognex Corporation (CGNX) | 31.2 | $143M | 1.3M | 110.28 | |
| Caesar Stone Sdot Yam (CSTE) | 15.1 | $69M | 2.3M | 29.80 | |
| Hexcel Corporation (HXL) | 9.0 | $41M | 716k | 57.42 | |
| Mohawk Industries (MHK) | 7.9 | $36M | 146k | 247.51 | |
| Starbucks Corporation (SBUX) | 0.2 | $744k | 14k | 53.72 |
