Joho Capital as of Dec. 31, 2016
Portfolio Holdings for Joho Capital
Joho Capital holds 8 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Grubhub | 33.0 | $164M | 4.4M | 37.62 | |
| Alibaba Group Holding (BABA) | 23.1 | $115M | 1.3M | 87.81 | |
| Cognex Corporation (CGNX) | 20.8 | $104M | 1.6M | 63.62 | |
| Caesar Stone Sdot Yam (CSTE) | 14.8 | $74M | 2.6M | 28.65 | |
| Hexcel Corporation (HXL) | 4.0 | $20M | 386k | 51.44 | |
| Etsy (ETSY) | 3.2 | $16M | 1.4M | 11.78 | |
| China Online Ed | 0.8 | $4.1M | 264k | 15.55 | |
| American Eagle Outfitters (AEO) | 0.2 | $910k | 60k | 15.17 |
