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 |
