Joho Capital

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