Joho Capital as of Sept. 30, 2018
Portfolio Holdings for Joho Capital
Joho Capital holds 6 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 32.2 | $133M | 808k | 164.76 | |
| Cognex Corporation (CGNX) | 30.6 | $127M | 2.3M | 55.82 | |
| Floor & Decor Hldgs Inc cl a (FND) | 21.5 | $89M | 3.0M | 30.17 | |
| Hexcel Corporation (HXL) | 13.4 | $55M | 826k | 67.05 | |
| Four Seasons Ed Cayman | 1.8 | $7.6M | 1.9M | 4.00 | |
| Estee Lauder Companies (EL) | 0.5 | $2.0M | 14k | 145.29 |
