Joho Capital as of Dec. 31, 2020
Portfolio Holdings for Joho Capital
Joho Capital holds 18 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alibaba Group Hldg Sponsored Ads (BABA) | 30.0 | $176M | 755k | 232.73 | |
Microsoft Corporation (MSFT) | 29.0 | $170M | 763k | 222.42 | |
Global Payments (GPN) | 12.7 | $74M | 346k | 215.42 | |
Livent Corp | 12.1 | $71M | 3.8M | 18.84 | |
Euronet Worldwide (EEFT) | 11.3 | $66M | 458k | 144.92 | |
Amazon (AMZN) | 1.0 | $5.7M | 1.7k | 3256.90 | |
Facebook Cl A (META) | 0.6 | $3.3M | 12k | 273.18 | |
Floor & Decor Hldgs Cl A (FND) | 0.5 | $3.2M | 35k | 92.85 | |
Servicenow (NOW) | 0.5 | $3.1M | 5.6k | 550.45 | |
Adobe Systems Incorporated (ADBE) | 0.5 | $2.8M | 5.6k | 500.18 | |
Procter & Gamble Company (PG) | 0.5 | $2.7M | 19k | 139.15 | |
Constellation Brands Cl A (STZ) | 0.4 | $2.4M | 11k | 219.10 | |
Lauder Estee Cos Cl A (EL) | 0.3 | $1.7M | 6.5k | 266.18 | |
Cognex Corporation (CGNX) | 0.2 | $1.1M | 14k | 80.29 | |
Ecolab (ECL) | 0.2 | $1.1M | 4.9k | 216.26 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $657k | 375.00 | 1752.00 | |
Performance Food (PFGC) | 0.1 | $605k | 13k | 47.64 | |
Dynatrace Com New (DT) | 0.1 | $571k | 13k | 43.26 |