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 |
