Joho Capital as of March 31, 2020
Portfolio Holdings for Joho Capital
Joho Capital holds 10 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 34.7 | $134M | 689k | 194.48 | |
| Microsoft Corporation (MSFT) | 30.2 | $116M | 738k | 157.71 | |
| Floor & Decor Hldgs Inc cl a (FND) | 19.9 | $77M | 2.4M | 32.09 | |
| Global Payments (GPN) | 7.7 | $30M | 205k | 144.23 | |
| Livent Corp | 5.0 | $19M | 3.7M | 5.25 | |
| Euronet Worldwide (EEFT) | 0.9 | $3.6M | 42k | 85.72 | |
| Ceridian Hcm Hldg (DAY) | 0.8 | $3.0M | 61k | 50.07 | |
| Estee Lauder Companies (EL) | 0.4 | $1.6M | 10k | 159.35 | |
| Cognex Corporation (CGNX) | 0.3 | $1.2M | 28k | 42.21 | |
| Four Seasons Ed Cayman | 0.2 | $589k | 517k | 1.14 |
