Joho Capital as of Sept. 30, 2019
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc cl a (FND) | 31.1 | $176M | 3.4M | 51.15 | |
| Microsoft Corporation (MSFT) | 21.9 | $124M | 893k | 139.03 | |
| Alibaba Group Holding (BABA) | 20.3 | $115M | 689k | 167.23 | |
| Global Payments (GPN) | 17.2 | $98M | 614k | 159.00 | |
| Livent Corp | 2.9 | $17M | 2.5M | 6.69 | |
| Spotify Technology Sa (SPOT) | 2.9 | $16M | 143k | 114.00 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 1.6 | $8.8M | 1.0M | 8.64 | |
| Cognex Corporation (CGNX) | 0.9 | $5.3M | 108k | 49.13 | |
| Four Seasons Ed Cayman | 0.5 | $2.9M | 1.6M | 1.82 | |
| Estee Lauder Companies (EL) | 0.4 | $2.4M | 12k | 198.99 | |
| Realreal (REAL) | 0.1 | $814k | 36k | 22.36 |
