Joho Capital as of March 31, 2017
Portfolio Holdings for Joho Capital
Joho Capital holds 6 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Grubhub | 27.5 | $144M | 4.4M | 32.89 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 27.1 | $142M | 1.3M | 107.83 | |
| Cognex Corporation (CGNX) | 22.5 | $118M | 1.4M | 83.95 | |
| Caesarstone Ord Shs (CSTE) | 16.1 | $84M | 2.3M | 36.25 | |
| Hexcel Corporation (HXL) | 4.0 | $21M | 386k | 54.55 | |
| Etsy (ETSY) | 2.8 | $15M | 1.4M | 10.63 |
