Joho Capital as of June 30, 2016
Portfolio Holdings for Joho Capital
Joho Capital holds 10 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grubhub | 29.1 | $107M | 3.4M | 31.07 | |
| Alibaba Group Holding (BABA) | 24.6 | $90M | 1.1M | 79.53 | |
| Cognex Corporation (CGNX) | 18.1 | $66M | 1.5M | 43.10 | |
| Caesar Stone Sdot Yam (CSTE) | 11.5 | $42M | 1.2M | 34.76 | |
| Multi-Color Corporation | 8.4 | $31M | 489k | 63.40 | |
| Hexcel Corporation (HXL) | 4.4 | $16M | 386k | 41.64 | |
| China Online Ed | 1.4 | $5.2M | 264k | 19.83 | |
| Baidu (BIDU) | 0.9 | $3.4M | 21k | 165.17 | |
| Etsy (ETSY) | 0.8 | $3.0M | 313k | 9.59 | |
| Amazon (AMZN) | 0.8 | $2.9M | 4.0k | 715.54 |
