Joho Capital as of June 30, 2018
Portfolio Holdings for Joho Capital
Joho Capital holds 8 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 36.0 | $165M | 891k | 185.53 | |
| Cognex Corporation (CGNX) | 29.8 | $137M | 3.1M | 44.61 | |
| Floor & Decor Hldgs Inc cl a (FND) | 16.1 | $74M | 1.5M | 49.33 | |
| Hexcel Corporation (HXL) | 11.9 | $55M | 826k | 66.38 | |
| Albemarle Corporation (ALB) | 3.4 | $16M | 167k | 94.33 | |
| Four Seasons Ed Cayman | 2.2 | $10M | 1.9M | 5.42 | |
| Estee Lauder Companies (EL) | 0.4 | $2.0M | 14k | 142.68 | |
| Huya Inc ads rep shs a (HUYA) | 0.1 | $329k | 10k | 32.90 |
