Joho Capital as of March 31, 2019
Portfolio Holdings for Joho Capital
Joho Capital holds 10 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc cl a (FND) | 29.1 | $173M | 4.2M | 41.22 | |
| Alibaba Group Holding (BABA) | 22.4 | $133M | 728k | 182.45 | |
| Cognex Corporation (CGNX) | 16.4 | $97M | 1.9M | 50.86 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 12.6 | $75M | 2.8M | 26.91 | |
| Microsoft Corporation (MSFT) | 8.1 | $48M | 408k | 117.94 | |
| Spotify Technology Sa (SPOT) | 5.2 | $31M | 220k | 138.80 | |
| Hexcel Corporation (HXL) | 4.9 | $29M | 423k | 69.16 | |
| Four Seasons Ed Cayman | 0.6 | $3.4M | 1.9M | 1.78 | |
| Estee Lauder Companies (EL) | 0.5 | $2.7M | 17k | 165.53 | |
| TJX Companies (TJX) | 0.3 | $1.9M | 36k | 53.21 |
