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 |
