Joho Capital as of Dec. 31, 2020
Portfolio Holdings for Joho Capital
Joho Capital holds 18 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 30.0 | $176M | 755k | 232.73 | |
| Microsoft Corporation (MSFT) | 29.0 | $170M | 763k | 222.42 | |
| Global Payments (GPN) | 12.7 | $74M | 346k | 215.42 | |
| Livent Corp | 12.1 | $71M | 3.8M | 18.84 | |
| Euronet Worldwide (EEFT) | 11.3 | $66M | 458k | 144.92 | |
| Amazon (AMZN) | 1.0 | $5.7M | 1.7k | 3256.90 | |
| Facebook Cl A (META) | 0.6 | $3.3M | 12k | 273.18 | |
| Floor & Decor Hldgs Cl A (FND) | 0.5 | $3.2M | 35k | 92.85 | |
| Servicenow (NOW) | 0.5 | $3.1M | 5.6k | 550.45 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $2.8M | 5.6k | 500.18 | |
| Procter & Gamble Company (PG) | 0.5 | $2.7M | 19k | 139.15 | |
| Constellation Brands Cl A (STZ) | 0.4 | $2.4M | 11k | 219.10 | |
| Lauder Estee Cos Cl A (EL) | 0.3 | $1.7M | 6.5k | 266.18 | |
| Cognex Corporation (CGNX) | 0.2 | $1.1M | 14k | 80.29 | |
| Ecolab (ECL) | 0.2 | $1.1M | 4.9k | 216.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $657k | 375.00 | 1752.00 | |
| Performance Food (PFGC) | 0.1 | $605k | 13k | 47.64 | |
| Dynatrace Com New (DT) | 0.1 | $571k | 13k | 43.26 |
