Joho Capital holdings history

68 is the total number of securities Joho Capital has owned. The longest Joho Capital has owned a single stock is 28 quarters.

Joho Capital historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BABA ALIBABA GROUP HLDG LTD28286.69%25.81%47.43%Q2 2015Q1 202228
HXL HEXCEL CORP NEW25252.70%7.70%16.38%Q2 2013Q2 201925
CGNX COGNEX CORP1910.19%17.30%33.76%Q3 2015Q4 202020
EL LAUDER ESTEE COS INC1730.29%1.44%9.01%Q2 2013Q1 202220
MSFT MICROSOFT CORP13138.11%26.12%42.97%Q1 2019Q1 202213
BIDU BAIDU INC940.08%13.26%25.50%Q2 2013Q3 201613
FND FLOOR & DECOR HLDGS INC12120.52%18.01%32.41%Q1 2018Q4 202012
GPN GLOBAL PMTS INC12121.84%12.76%19.05%Q2 2019Q1 202212
TAL TAL ED GROUP12122.45%10.91%19.86%Q2 2013Q1 201612
AMZN AMAZON COM INC660.56%0.73%0.97%Q2 2015Q1 202212
LTHM LIVENT CORP11112.92%8.95%15.90%Q3 2019Q1 202211
MJN MEAD JOHNSON NUTRITION CO10106.00%9.79%16.24%Q2 2013Q3 201510
GOOGL GOOGLE INC10100.33%9.64%21.72%Q2 2013Q3 201510
FEDU FOUR SEASONS ED CAYMAN...10100.14%1.03%3.13%Q1 2018Q2 202010
GRUB GRUBHUB INC997.78%23.08%33.02%Q2 2015Q2 20179
YELP YELP INC810.55%6.17%9.76%Q2 2013Q4 20159
CSTE CAESARSTONE SDOT-YAM LTD886.10%12.61%16.75%Q1 2016Q4 20178
EEFT EURONET WORLDWIDE INC710.93%8.43%11.56%Q1 2020Q1 20228
VECO VEECO INSTRS INC DEL772.63%5.75%10.26%Q2 2013Q4 20147
VNET 21VIANET GROUP INC772.09%4.21%7.72%Q2 2013Q4 20147
SBUX STARBUCKS CORP430.12%1.45%3.95%Q2 2013Q1 20187
NOW SERVICENOW INC610.49%0.84%2.78%Q4 2019Q1 20227
PG PROCTER AND GAMBLE CO770.45%0.54%0.63%Q3 2020Q1 20227
GOOGL ALPHABET INC610.11%0.32%0.57%Q4 2015Q1 20227
GOOG GOOGLE INC666.42%11.39%18.87%Q2 2014Q3 20156
DT DYNATRACE INC660.10%7.42%10.58%Q4 2020Q1 20226
STZ CONSTELLATION BRANDS INC660.40%0.56%0.63%Q4 2020Q1 20226
FB META PLATFORMS INC660.16%0.50%0.60%Q4 2020Q1 20226
ADBE ADOBE SYSTEMS INCORPOR...660.08%0.34%0.48%Q4 2020Q1 20226
ECL ECOLAB INC660.18%0.22%0.26%Q4 2020Q1 20226
FTCH FARFETCH LTD550.66%7.96%16.58%Q4 2018Q4 20195
QUNR QUNAR CAYMAN IS LTD410.04%7.95%14.22%Q4 2013Q2 20155
VIPS VIPSHOP HLDGS LTD551.64%5.51%7.80%Q3 2013Q3 20145
ETSY ETSY INC550.68%2.68%5.91%Q1 2016Q1 20175
CDAY CERIDIAN HCM HLDG INC320.58%1.90%3.18%Q1 2020Q2 20215
APH AMPHENOL CORP NEW550.52%0.56%0.64%Q1 2021Q1 20225
ADSK AUTODESK INC550.25%0.32%0.41%Q1 2021Q1 20225
UBER UBER TECHNOLOGIES INC550.13%0.15%0.18%Q1 2021Q1 20225
LABL MULTI COLOR CORP445.48%7.10%8.52%Q4 2015Q3 20164
WUBA 58 COM INC441.20%4.30%7.59%Q4 2013Q3 20144
SPOT SPOTIFY TECHNOLOGY S A442.88%4.04%5.15%Q1 2019Q4 20194
YOKU YOUKU TUDOU INC441.66%3.78%5.29%Q2 2013Q1 20144
TARENA INTL INC441.14%3.10%4.48%Q2 2014Q1 20154
PFGC PERFORMANCE FOOD GROUP CO440.10%0.24%0.35%Q4 2020Q3 20214
SPG SIMON PPTY GROUP INC NEW220.14%0.19%0.26%Q1 2021Q1 20224
MHK MOHAWK INDS INC337.28%8.08%9.06%Q2 2017Q4 20173
MU MICRON TECHNOLOGY INC333.52%5.49%6.62%Q2 2013Q4 20133
MR MINDRAY MEDICAL INTL LTD331.63%4.91%7.22%Q2 2013Q4 20133
TRIP TRIPADVISOR INC331.70%1.80%1.85%Q2 2013Q4 20133
COE CHINA ONLINE ED GROUP330.82%1.11%1.42%Q2 2016Q4 20163
KANG IKANG HEALTHCARE GROUP...225.47%9.10%12.72%Q2 2015Q3 20152
GOOG ALPHABET INC226.82%9.04%11.26%Q4 2015Q1 20162
VAR VARIAN MED SYS INC221.62%1.67%1.71%Q3 2013Q4 20132
GLW CORNING INC220.77%0.79%0.80%Q3 2015Q4 20152
TJX TJX COS INC NEW220.29%0.30%0.32%Q1 2019Q2 20192
AEO AMERICAN EAGLE OUTFITT...220.18%0.20%0.21%Q3 2016Q4 20162
REAL THE REALREAL INC220.09%0.12%0.14%Q2 2019Q3 20192
PTON PELOTON INTERACTIVE INC220.06%0.08%0.10%Q2 2021Q3 20212
ALB ALBEMARLE CORP113.43%3.43%3.43%Q2 2018Q2 20181
YRD YIRENDAI LTD111.92%1.92%1.92%Q4 2015Q4 20151
BEDU BRIGHT SCHOLAR ED HLDG...110.86%0.86%0.86%Q2 2017Q2 20171
SFUN SOUFUN HLDGS LTD110.32%0.32%0.32%Q2 2013Q2 20131
SNOW SNOWFLAKE INC110.24%0.24%0.24%Q3 2020Q3 20201
DATA TABLEAU SOFTWARE INC110.11%0.11%0.11%Q2 2015Q2 20151
PACT PACTERA TECHNOLOGY INT...110.11%0.11%0.11%Q2 2013Q2 20131
FIS FIDELITY NATL INFORMAT...110.08%0.08%0.08%Q4 2021Q4 20211
CSCO CISCO SYS INC110.08%0.08%0.08%Q2 2015Q2 20151
HUYA HUYA INC110.07%0.07%0.07%Q2 2018Q2 20181

The securities at the top of the list , including ALIBABA GROUP HLDG LTD, HEXCEL CORP NEW, and COGNEX CORP, are the highest-conviction holdings of Joho Capital.

The conviction is calculated by counting the number of quarters a security has been reported by Joho Capital. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Joho Capital owns currently or has owned in the past.