Joho Capital Q2 2019 holdings

$653 Million is the total value of Joho Capital's 12 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 20.0% .

 Value Shares↓ Weighting
FND SellFLOOR & DECOR HLDGS INCcl a$164,140
-5.0%
3,917,428
-6.6%
25.14%
-13.7%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$124,092
-6.5%
732,321
+0.6%
19.00%
-15.1%
FTCH BuyFARFETCH LTDord sh cl a$108,289
+45.4%
5,206,224
+88.1%
16.58%
+32.1%
MSFT BuyMICROSOFT CORP$104,891
+118.0%
783,000
+91.9%
16.06%
+98.0%
CGNX SellCOGNEX CORP$60,701
-37.6%
1,265,121
-33.8%
9.30%
-43.3%
GPN NewGLOBAL PMTS INC$33,147207,000
+100.0%
5.08%
SPOT  SPOTIFY TECHNOLOGY S A$32,168
+5.3%
220,0000.0%4.93%
-4.3%
HXL SellHEXCEL CORP NEW$17,636
-39.7%
218,053
-48.5%
2.70%
-45.2%
FEDU SellFOUR SEASONS ED CAYMAN INCadr$3,243
-4.1%
1,801,499
-5.2%
0.50%
-12.8%
EL SellLAUDER ESTEE COS INCcl a$2,264
-16.9%
12,362
-24.9%
0.35%
-24.4%
TJX  TJX COS INC NEW$1,883
-0.6%
35,6140.0%0.29%
-9.7%
REAL NewTHE REALREAL INC$57820,000
+100.0%
0.09%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Timothy K. McManus — Chief Operating Officer (Joho Capital, L.L.C.)

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EDGAR filings