Joho Capital as of Dec. 31, 2019
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc cl a (FND) | 25.0 | $168M | 3.3M | 50.81 | |
| Alibaba Group Holding (BABA) | 21.8 | $146M | 689k | 212.10 | |
| Microsoft Corporation (MSFT) | 21.0 | $141M | 893k | 157.70 | |
| Global Payments (GPN) | 19.1 | $128M | 700k | 182.56 | |
| Livent Corp | 5.0 | $34M | 3.9M | 8.55 | |
| Spotify Technology Sa (SPOT) | 3.2 | $21M | 143k | 149.55 | |
| Servicenow (NOW) | 2.8 | $19M | 66k | 282.32 | |
| Cognex Corporation (CGNX) | 0.9 | $6.1M | 108k | 56.04 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 0.7 | $4.5M | 430k | 10.35 | |
| Estee Lauder Companies (EL) | 0.5 | $3.4M | 16k | 206.55 | |
| Four Seasons Ed Cayman | 0.1 | $948k | 593k | 1.60 |
