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 |
