Joho Capital Q1 2020 holdings

$386 Million is the total value of Joho Capital's 10 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 45.5% .

 Value Shares↓ Weighting
BABA  ALIBABA GROUP HLDG LTDsponsored ads$133,894
-8.3%
688,4710.0%34.70%
+59.4%
MSFT SellMICROSOFT CORP$116,390
-17.4%
738,000
-17.4%
30.16%
+43.7%
FND SellFLOOR & DECOR HLDGS INCcl a$76,881
-54.2%
2,395,798
-27.5%
19.92%
-20.4%
GPN SellGLOBAL PMTS INC$29,567
-76.9%
205,000
-70.7%
7.66%
-59.8%
LTHM SellLIVENT CORP$19,177
-42.7%
3,652,790
-6.7%
4.97%
-0.4%
EEFT NewEURONET WORLDWIDE INC$3,58541,820
+100.0%
0.93%
CDAY NewCERIDIAN HCM HLDG INC$3,03160,537
+100.0%
0.78%
EL SellLAUDER ESTEE COS INCcl a$1,589
-53.2%
9,972
-39.3%
0.41%
-18.6%
CGNX SellCOGNEX CORP$1,187
-80.4%
28,121
-74.0%
0.31%
-65.9%
FEDU SellFOUR SEASONS ED CAYMAN INCadr$589
-37.9%
516,957
-12.8%
0.15%
+8.5%
FTCH ExitFARFETCH LTDord sh cl a$0-430,005
-100.0%
-0.66%
NOW ExitSERVICENOW INC$0-66,000
-100.0%
-2.78%
SPOT ExitSPOTIFY TECHNOLOGY S A$0-143,217
-100.0%
-3.19%

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