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 (FTCHQ) | 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 |
