Joho Capital as of June 30, 2017
Portfolio Holdings for Joho Capital
Joho Capital holds 8 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 34.9 | $170M | 1.2M | 140.90 | |
| Cognex Corporation (CGNX) | 24.5 | $119M | 1.4M | 84.90 | |
| Caesar Stone Sdot Yam (CSTE) | 16.8 | $81M | 2.3M | 35.05 | |
| Hexcel Corporation (HXL) | 7.8 | $38M | 716k | 52.79 | |
| Grubhub | 7.8 | $38M | 867k | 43.60 | |
| Mohawk Industries (MHK) | 7.3 | $35M | 146k | 241.69 | |
| Bright Scholar Ed Hldgs | 0.9 | $4.2M | 350k | 11.90 | |
| Starbucks Corporation (SBUX) | 0.1 | $592k | 10k | 58.33 |
