Joho Capital as of March 31, 2018
Portfolio Holdings for Joho Capital
Joho Capital holds 7 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 40.6 | $164M | 891k | 183.54 | |
| Cognex Corporation (CGNX) | 32.0 | $129M | 2.5M | 51.99 | |
| Floor & Decor Hldgs Inc cl a (FND) | 12.0 | $48M | 923k | 52.12 | |
| Hexcel Corporation (HXL) | 11.5 | $46M | 716k | 64.59 | |
| Four Seasons Ed Cayman | 3.1 | $13M | 1.9M | 6.63 | |
| Starbucks Corporation (SBUX) | 0.4 | $1.8M | 31k | 57.91 | |
| Estee Lauder Companies (EL) | 0.4 | $1.6M | 11k | 149.72 |
