Joho Capital as of March 31, 2019
Portfolio Holdings for Joho Capital
Joho Capital holds 10 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc cl a (FND) | 29.1 | $173M | 4.2M | 41.22 | |
| Alibaba Group Holding (BABA) | 22.4 | $133M | 728k | 182.45 | |
| Cognex Corporation (CGNX) | 16.4 | $97M | 1.9M | 50.86 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 12.6 | $75M | 2.8M | 26.91 | |
| Microsoft Corporation (MSFT) | 8.1 | $48M | 408k | 117.94 | |
| Spotify Technology Sa (SPOT) | 5.2 | $31M | 220k | 138.80 | |
| Hexcel Corporation (HXL) | 4.9 | $29M | 423k | 69.16 | |
| Four Seasons Ed Cayman | 0.6 | $3.4M | 1.9M | 1.78 | |
| Estee Lauder Companies (EL) | 0.5 | $2.7M | 17k | 165.53 | |
| TJX Companies (TJX) | 0.3 | $1.9M | 36k | 53.21 |
