Joho Capital Q4 2020 13F Holdings

Joho Capital Q4 2020 holdings
TickerName ValueShares↓ Weighting
BABA ALIBABA GROUP HLDG LTDsponsored adsAdd  $175,616
-19.5%
754,591
1.6%
29.98%
-32.1%
MSFT MICROSOFT CORPAdd  $169,617
9.3%
762,600
3.3%
28.95%
-7.7%
GPN GLOBAL PMTS INCAdd  $74,445
63.8%
345,580
35.0%
12.71%
38.3%
LTHM LIVENT CORPAdd  $70,859
167.3%
3,761,080
27.3%
12.10%
125.7%
EEFT EURONET WORLDWIDE INCAdd  $66,404
155.6%
458,214
60.7%
11.34%
115.8%
AMZN AMAZON COM INCNew  $5,6671,7400.97%
FB FACEBOOK INCcl aNew  $3,34112,2300.57%
FND FLOOR & DECOR HLDGS INCcl a  $3,213
24.1%
34,6030.0%0.55%
4.8%
NOW SERVICENOW INCNew  $3,0885,6100.53%
ADBE ADOBE SYSTEMS INCORPOR...New  $2,8065,6100.48%
PG PROCTER AND GAMBLE COAdd  $2,655
15.4%
19,080
15.3%
0.45%
-2.5%
STZ CONSTELLATION BRANDS INCcl aNew  $2,35210,7350.40%
EL LAUDER ESTEE COS INCcl a  $1,736
22.0%
6,5220.0%0.30%
3.0%
CGNX COGNEX CORPNew  $1,13314,1120.19%
ECL ECOLAB INCNew  $1,0644,9200.18%
GOOGL ALPHABET INCcap stk cl aNew  $6573750.11%
PFGC PERFORMANCE FOOD GROUP CONew  $60512,7000.10%
DT DYNATRACE INCNew  $57113,2000.10%
SNOW SNOWFLAKE INCcl aSold out  $0-4,824-0.24%
CDAY CERIDIAN HCM HLDG INCSold out  $0-190,537-3.18%