Joho Capital as of Dec. 31, 2018
Portfolio Holdings for Joho Capital
Joho Capital holds 7 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc cl a (FND) | 32.4 | $145M | 5.6M | 25.90 | |
| Alibaba Group Holding (BABA) | 24.8 | $111M | 808k | 137.07 | |
| Cognex Corporation (CGNX) | 24.1 | $107M | 2.8M | 38.67 | |
| Hexcel Corporation (HXL) | 8.9 | $40M | 694k | 57.34 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 8.4 | $38M | 2.1M | 17.71 | |
| Four Seasons Ed Cayman | 1.0 | $4.7M | 1.9M | 2.45 | |
| Estee Lauder Companies (EL) | 0.3 | $1.4M | 11k | 130.14 |
