Joho Capital as of June 30, 2019
Portfolio Holdings for Joho Capital
Joho Capital holds 12 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Cl A (FND) | 25.1 | $164M | 3.9M | 41.90 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 19.0 | $124M | 732k | 169.45 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 16.6 | $108M | 5.2M | 20.80 | |
| Microsoft Corporation (MSFT) | 16.1 | $105M | 783k | 133.96 | |
| Cognex Corporation (CGNX) | 9.3 | $61M | 1.3M | 47.98 | |
| Global Payments (GPN) | 5.1 | $33M | 207k | 160.13 | |
| Spotify Technology S A SHS (SPOT) | 4.9 | $32M | 220k | 146.22 | |
| Hexcel Corporation (HXL) | 2.7 | $18M | 218k | 80.88 | |
| Four Seasons Ed Cayman Adr | 0.5 | $3.2M | 1.8M | 1.80 | |
| Lauder Estee Cos Cl A (EL) | 0.3 | $2.3M | 12k | 183.14 | |
| TJX Companies (TJX) | 0.3 | $1.9M | 36k | 52.87 | |
| Realreal (REAL) | 0.1 | $578k | 20k | 28.90 |
