79 is the total number of securities Joho Capital has owned. The longest Joho Capital has owned a single stock is 30 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BABA | ALIBABA GROUP HLDG LTD | 30 | 30 | 6.69% | 25.16% | 47.43% | Q2 2015 | Q3 2022 | 30 |
| EL | LAUDER ESTEE COS INC | 23 | 3 | 0.29% | 1.25% | 9.01% | Q2 2013 | Q3 2023 | 26 |
| HXL | HEXCEL CORP NEW | 25 | 25 | 2.70% | 7.70% | 16.38% | Q2 2013 | Q2 2019 | 25 |
| CGNX | COGNEX CORP | 19 | 1 | 0.14% | 15.74% | 33.76% | Q3 2015 | Q2 2023 | 22 |
| MSFT | MICROSOFT CORP | 19 | 19 | 8.11% | 30.78% | 45.85% | Q1 2019 | Q3 2023 | 19 |
| LTHM | LIVENT CORP | 14 | 1 | 0.54% | 9.92% | 25.52% | Q3 2019 | Q2 2023 | 15 |
| BIDU | BAIDU INC | 9 | 4 | 0.08% | 13.26% | 25.50% | Q2 2013 | Q3 2016 | 13 |
| GPN | GLOBAL PMTS INC | 13 | 13 | 1.84% | 12.25% | 19.05% | Q2 2019 | Q2 2022 | 13 |
| EEFT | EURONET WORLDWIDE INC | 12 | 1 | 0.93% | 9.70% | 12.80% | Q1 2020 | Q2 2023 | 13 |
| PG | PROCTER AND GAMBLE CO | 13 | 13 | 0.45% | 0.68% | 1.13% | Q3 2020 | Q3 2023 | 13 |
| FND | FLOOR & DECOR HLDGS INC | 12 | 12 | 0.52% | 18.01% | 32.41% | Q1 2018 | Q4 2020 | 12 |
| TAL | TAL ED GROUP | 12 | 12 | 2.45% | 10.91% | 19.86% | Q2 2013 | Q1 2016 | 12 |
| STZ | CONSTELLATION BRANDS INC | 12 | 12 | 0.40% | 0.82% | 1.37% | Q4 2020 | Q3 2023 | 12 |
| AMZN | AMAZON COM INC | 6 | 6 | 0.56% | 0.73% | 0.97% | Q2 2015 | Q1 2022 | 12 |
| APH | AMPHENOL CORP NEW | 11 | 11 | 0.48% | 0.66% | 1.09% | Q1 2021 | Q3 2023 | 11 |
| ADSK | AUTODESK INC | 11 | 11 | 0.25% | 0.60% | 1.11% | Q1 2021 | Q3 2023 | 11 |
| MJN | MEAD JOHNSON NUTRITION CO | 10 | 10 | 6.00% | 9.79% | 16.24% | Q2 2013 | Q3 2015 | 10 |
| GOOGL | GOOGLE INC | 10 | 10 | 0.33% | 9.64% | 21.72% | Q2 2013 | Q3 2015 | 10 |
| FEDU | FOUR SEASONS ED CAYMAN... | 10 | 10 | 0.14% | 1.03% | 3.13% | Q1 2018 | Q2 2020 | 10 |
| GRUB | GRUBHUB INC | 9 | 9 | 7.78% | 23.08% | 33.02% | Q2 2015 | Q2 2017 | 9 |
| YELP | YELP INC | 8 | 1 | 0.55% | 6.17% | 9.76% | Q2 2013 | Q4 2015 | 9 |
| CSTE | CAESARSTONE SDOT-YAM LTD | 8 | 8 | 6.10% | 12.61% | 16.75% | Q1 2016 | Q4 2017 | 8 |
| SPG | SIMON PPTY GROUP INC NEW | 6 | 2 | 0.14% | 0.30% | 0.53% | Q1 2021 | Q1 2023 | 8 |
| ECL | ECOLAB INC | 8 | 8 | 0.18% | 0.25% | 0.38% | Q4 2020 | Q3 2022 | 8 |
| VECO | VEECO INSTRS INC DEL | 7 | 7 | 2.63% | 5.75% | 10.26% | Q2 2013 | Q4 2014 | 7 |
| VNET | 21VIANET GROUP INC | 7 | 7 | 2.09% | 4.21% | 7.72% | Q2 2013 | Q4 2014 | 7 |
| UBER | UBER TECHNOLOGIES INC | 5 | 2 | 0.13% | 2.14% | 10.46% | Q1 2021 | Q3 2023 | 7 |
| SBUX | STARBUCKS CORP | 4 | 3 | 0.12% | 1.45% | 3.95% | Q2 2013 | Q1 2018 | 7 |
| NOW | SERVICENOW INC | 6 | 1 | 0.49% | 0.84% | 2.78% | Q4 2019 | Q1 2022 | 7 |
| GOOGL | ALPHABET INC | 6 | 1 | 0.11% | 0.32% | 0.57% | Q4 2015 | Q1 2022 | 7 |
| GOOG | GOOGLE INC | 6 | 6 | 6.42% | 11.39% | 18.87% | Q2 2014 | Q3 2015 | 6 |
| DT | DYNATRACE INC | 6 | 6 | 0.10% | 7.42% | 10.58% | Q4 2020 | Q1 2022 | 6 |
| FB | META PLATFORMS INC | 6 | 6 | 0.16% | 0.50% | 0.60% | Q4 2020 | Q1 2022 | 6 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 6 | 6 | 0.08% | 0.34% | 0.48% | Q4 2020 | Q1 2022 | 6 |
| FTCH | FARFETCH LTD | 5 | 5 | 0.66% | 7.96% | 16.58% | Q4 2018 | Q4 2019 | 5 |
| QUNR | QUNAR CAYMAN IS LTD | 4 | 1 | 0.04% | 7.95% | 14.22% | Q4 2013 | Q2 2015 | 5 |
| VIPS | VIPSHOP HLDGS LTD | 5 | 5 | 1.64% | 5.51% | 7.80% | Q3 2013 | Q3 2014 | 5 |
| INTU | INTUIT | 5 | 5 | 4.02% | 4.83% | 5.55% | Q3 2022 | Q3 2023 | 5 |
| ETSY | ETSY INC | 5 | 5 | 0.68% | 2.68% | 5.91% | Q1 2016 | Q1 2017 | 5 |
| RIVIAN AUTOMOTIVE INC | 5 | 5 | 1.68% | 2.38% | 3.39% | Q3 2022 | Q3 2023 | 5 | |
| CDAY | CERIDIAN HCM HLDG INC | 3 | 2 | 0.58% | 1.90% | 3.18% | Q1 2020 | Q2 2021 | 5 |
| PWR | QUANTA SVCS INC | 4 | 4 | 7.80% | 10.89% | 12.32% | Q4 2022 | Q3 2023 | 4 |
| GOOG | ALPHABET INC | 2 | 2 | 3.68% | 7.30% | 11.26% | Q4 2015 | Q3 2023 | 4 |
| LABL | MULTI COLOR CORP | 4 | 4 | 5.48% | 7.10% | 8.52% | Q4 2015 | Q3 2016 | 4 |
| SEDG | SOLAREDGE TECHNOLOGIES... | 4 | 4 | 1.65% | 5.17% | 7.79% | Q4 2022 | Q3 2023 | 4 |
| SHLS | SHOALS TECHNOLOGIES GR... | 4 | 4 | 4.31% | 5.15% | 5.87% | Q4 2022 | Q3 2023 | 4 |
| WUBA | 58 COM INC | 4 | 4 | 1.20% | 4.30% | 7.59% | Q4 2013 | Q3 2014 | 4 |
| SPOT | SPOTIFY TECHNOLOGY S A | 4 | 4 | 2.88% | 4.04% | 5.15% | Q1 2019 | Q4 2019 | 4 |
| YOKU | YOUKU TUDOU INC | 4 | 4 | 1.66% | 3.78% | 5.29% | Q2 2013 | Q1 2014 | 4 |
| TARENA INTL INC | 4 | 4 | 1.14% | 3.10% | 4.48% | Q2 2014 | Q1 2015 | 4 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 4 | 4 | 0.10% | 0.24% | 0.35% | Q4 2020 | Q3 2021 | 4 |
| MHK | MOHAWK INDS INC | 3 | 3 | 7.28% | 8.08% | 9.06% | Q2 2017 | Q4 2017 | 3 |
| MU | MICRON TECHNOLOGY INC | 3 | 3 | 3.52% | 5.49% | 6.62% | Q2 2013 | Q4 2013 | 3 |
| MR | MINDRAY MEDICAL INTL LTD | 3 | 3 | 1.63% | 4.91% | 7.22% | Q2 2013 | Q4 2013 | 3 |
| ARRY | ARRAY TECHNOLOGIES INC | 3 | 3 | 0.65% | 3.95% | 6.66% | Q4 2022 | Q2 2023 | 3 |
| TRIP | TRIPADVISOR INC | 3 | 3 | 1.70% | 1.80% | 1.85% | Q2 2013 | Q4 2013 | 3 |
| COE | CHINA ONLINE ED GROUP | 3 | 3 | 0.82% | 1.11% | 1.42% | Q2 2016 | Q4 2016 | 3 |
| KANG | IKANG HEALTHCARE GROUP... | 2 | 2 | 5.47% | 9.10% | 12.72% | Q2 2015 | Q3 2015 | 2 |
| NEXTRACKER INC | 2 | 2 | 6.46% | 6.93% | 7.40% | Q2 2023 | Q3 2023 | 2 | |
| DUTCH BROS INC | 1 | 1 | 1.33% | 2.12% | 2.90% | Q1 2023 | Q3 2023 | 2 | |
| NU HLDGS LTD | 2 | 2 | 1.82% | 1.85% | 1.88% | Q2 2023 | Q3 2023 | 2 | |
| VAR | VARIAN MED SYS INC | 2 | 2 | 1.62% | 1.67% | 1.71% | Q3 2013 | Q4 2013 | 2 |
| GLW | CORNING INC | 2 | 2 | 0.77% | 0.79% | 0.80% | Q3 2015 | Q4 2015 | 2 |
| TJX | TJX COS INC NEW | 2 | 2 | 0.29% | 0.30% | 0.32% | Q1 2019 | Q2 2019 | 2 |
| AEO | AMERICAN EAGLE OUTFITT... | 2 | 2 | 0.18% | 0.20% | 0.21% | Q3 2016 | Q4 2016 | 2 |
| REAL | THE REALREAL INC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2019 | Q3 2019 | 2 |
| PTON | PELOTON INTERACTIVE INC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2021 | 2 |
| ALB | ALBEMARLE CORP | 1 | 1 | 3.43% | 3.43% | 3.43% | Q2 2018 | Q2 2018 | 1 |
| YRD | YIRENDAI LTD | 1 | 1 | 1.92% | 1.92% | 1.92% | Q4 2015 | Q4 2015 | 1 |
| BEDU | BRIGHT SCHOLAR ED HLDG... | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2017 | Q2 2017 | 1 |
| SFUN | SOUFUN HLDGS LTD | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
| GNRC | GENERAC HLDGS INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
| APTV | APTIV PLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
| DATA | TABLEAU SOFTWARE INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
| PACT | PACTERA TECHNOLOGY INT... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
| FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
| CSCO | CISCO SYS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
| HUYA | HUYA INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Download | |||||||||
The securities at the top of the list , including ALIBABA GROUP HLDG LTD, LAUDER ESTEE COS INC, and HEXCEL CORP NEW, 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.