Joho Capital as of Dec. 31, 2017
Portfolio Holdings for Joho Capital
Joho Capital holds 6 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 35.2 | $137M | 794k | 172.43 | |
| Cognex Corporation (CGNX) | 33.8 | $131M | 2.1M | 61.16 | |
| Hexcel Corporation (HXL) | 11.4 | $44M | 716k | 61.85 | |
| Caesar Stone Sdot Yam (CSTE) | 10.4 | $40M | 1.8M | 22.00 | |
| Mohawk Industries (MHK) | 9.1 | $35M | 128k | 275.90 | |
| Starbucks Corporation (SBUX) | 0.2 | $795k | 14k | 57.40 |
