Joho Capital as of Sept. 30, 2019
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc cl a (FND) | 31.1 | $176M | 3.4M | 51.15 | |
| Microsoft Corporation (MSFT) | 21.9 | $124M | 893k | 139.03 | |
| Alibaba Group Holding (BABA) | 20.3 | $115M | 689k | 167.23 | |
| Global Payments (GPN) | 17.2 | $98M | 614k | 159.00 | |
| Livent Corp | 2.9 | $17M | 2.5M | 6.69 | |
| Spotify Technology Sa (SPOT) | 2.9 | $16M | 143k | 114.00 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 1.6 | $8.8M | 1.0M | 8.64 | |
| Cognex Corporation (CGNX) | 0.9 | $5.3M | 108k | 49.13 | |
| Four Seasons Ed Cayman | 0.5 | $2.9M | 1.6M | 1.82 | |
| Estee Lauder Companies (EL) | 0.4 | $2.4M | 12k | 198.99 | |
| Realreal (REAL) | 0.1 | $814k | 36k | 22.36 |
