Joho Capital as of March 31, 2016
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Grubhub | 24.1 | $96M | 3.8M | 25.13 | |
| Alibaba Group Holding (BABA) | 19.8 | $79M | 1000k | 79.03 | |
| Cognex Corporation (CGNX) | 15.1 | $60M | 1.5M | 38.95 | |
| Hexcel Corporation (HXL) | 12.0 | $48M | 1.1M | 43.71 | |
| Multi-Color Corporation | 8.5 | $34M | 636k | 53.35 | |
| Alphabet Inc Class C cs (GOOG) | 6.8 | $27M | 37k | 744.95 | |
| Caesar Stone Sdot Yam (CSTE) | 6.1 | $24M | 707k | 34.35 | |
| TAL Education (TAL) | 5.3 | $21M | 422k | 49.68 | |
| Baidu (BIDU) | 1.0 | $4.0M | 21k | 190.88 | |
| Etsy (ETSY) | 0.7 | $2.7M | 313k | 8.70 | |
| Amazon (AMZN) | 0.6 | $2.4M | 4.0k | 593.73 |
