Joho Capital as of Sept. 30, 2016
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grubhub | 29.1 | $148M | 3.4M | 42.99 | |
| Alibaba Group Holding (BABA) | 25.2 | $128M | 1.2M | 105.79 | |
| Cognex Corporation (CGNX) | 17.6 | $89M | 1.7M | 52.86 | |
| Caesar Stone Sdot Yam (CSTE) | 10.2 | $52M | 1.4M | 37.71 | |
| Multi-Color Corporation | 6.0 | $30M | 458k | 66.00 | |
| Etsy (ETSY) | 5.9 | $30M | 2.1M | 14.28 | |
| Hexcel Corporation (HXL) | 3.4 | $17M | 386k | 44.30 | |
| China Online Ed | 1.1 | $5.5M | 264k | 20.90 | |
| Baidu (BIDU) | 0.7 | $3.8M | 21k | 182.05 | |
| Amazon (AMZN) | 0.7 | $3.3M | 4.0k | 837.26 | |
| American Eagle Outfitters (AEO) | 0.2 | $1.1M | 60k | 17.87 |
