Joho Capital

Latest statistics and disclosures from JOHO CAPITAL's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Grubhub, Alibaba Group Holding Ltd Spon, CGNX, Caesar Stone Sdot Yam, LABL. These five stock positions account for 88.03% of JOHO CAPITAL's total stock portfolio.
  • Added to shares of these 5 stocks: Etsy (+$25.57M), Alibaba Group Holding Ltd Spon (+$8.04M), CGNX (+$7.91M), Caesar Stone Sdot Yam (+$6.03M), AEO.
  • Started 1 new stock positions in AEO.
  • Reduced shares in these 2 stocks: LABL, AMZN.
  • As of Sept. 30, 2016, JOHO CAPITAL has $508.20M in assets under management (AUM). Assets under management grew from a total value of $367.29M to $508.20M.
  • Independent of market fluctuations, JOHO CAPITAL was a net buyer by $46.62M worth of stocks in the most recent quarter.

JOHO CAPITAL portfolio companies for September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Grubhub 29.06 3.44M 42.99 0.00
Alibaba Group Holding Ltd Spon 25.23 1.21M +6.00% 105.79 0.00
Cognex Corporation (CGNX) 17.58 1.69M +9.00% 52.86 46.41
Caesar Stone Sdot Yam 10.20 1.37M +13.00% 37.71 0.00
Multi-Color Corporation (LABL) 5.95 458367 -6.00% 66.00 66.34
Etsy 5.91 2.10M +571.00% 14.28 0.00
Hexcel Corporation (HXL) 3.37 386283 44.30 47.72
China Online Ed 1.08 263500 20.90 0.00
Baidu (BIDU) 0.74 20736 182.05 207.29
Amazon (AMZN) 0.66 3988 837.26 372.62
American Eagle Outfitters (AEO) 0.21 60000 NEW 17.87 16.91

Past 13F-HR SEC Filings for JOHO CAPITAL

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