Joho Capital as of Sept. 30, 2020
Portfolio Holdings for Joho Capital
Joho Capital holds 10 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 44.1 | $218M | 743k | 293.98 | |
| Microsoft Corporation (MSFT) | 31.4 | $155M | 738k | 210.33 | |
| Global Payments (GPN) | 9.2 | $46M | 256k | 177.58 | |
| Livent Corp | 5.4 | $27M | 3.0M | 8.97 | |
| Euronet Worldwide (EEFT) | 5.3 | $26M | 285k | 91.10 | |
| Ceridian Hcm Hldg (DAY) | 3.2 | $16M | 191k | 82.65 | |
| Floor & Decor Hldgs Cl A (FND) | 0.5 | $2.6M | 35k | 74.79 | |
| Procter & Gamble Company (PG) | 0.5 | $2.3M | 17k | 138.97 | |
| Lauder Estee Cos Cl A (EL) | 0.3 | $1.4M | 6.5k | 218.18 | |
| Snowflake Cl A (SNOW) | 0.2 | $1.2M | 4.8k | 251.04 |
