Joho Capital as of June 30, 2020
Portfolio Holdings for Joho Capital
Joho Capital holds 8 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 47.4 | $166M | 769k | 215.70 | |
| Microsoft Corporation (MSFT) | 43.0 | $150M | 738k | 203.51 | |
| Livent Corp | 4.0 | $14M | 2.3M | 6.16 | |
| Floor & Decor Hldgs Cl A (FND) | 2.7 | $9.4M | 164k | 57.65 | |
| Global Payments (GPN) | 1.8 | $6.4M | 38k | 169.63 | |
| Ceridian Hcm Hldg (DAY) | 0.6 | $2.0M | 26k | 79.26 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $1.2M | 6.5k | 188.75 | |
| Four Seasons Ed Cayman Adr | 0.1 | $504k | 435k | 1.16 |
