Joho Capital Q2 2020 holdings

$349 Million is the total value of Joho Capital's 8 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 20.0% .

 Value Shares↓ Weighting
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$165,759
+23.8%
768,471
+11.6%
47.43%
+36.7%
MSFT  MICROSOFT CORP$150,190
+29.0%
738,0000.0%42.97%
+42.5%
LTHM SellLIVENT CORP$13,894
-27.5%
2,255,475
-38.3%
3.98%
-20.0%
FND SellFLOOR & DECOR HLDGS INCcl a$9,449
-87.7%
163,903
-93.2%
2.70%
-86.4%
GPN SellGLOBAL PMTS INC$6,439
-78.2%
37,960
-81.5%
1.84%
-76.0%
CDAY SellCERIDIAN HCM HLDG INC$2,024
-33.2%
25,537
-57.8%
0.58%
-26.2%
EL SellLAUDER ESTEE COS INCcl a$1,231
-22.5%
6,522
-34.6%
0.35%
-14.6%
FEDU SellFOUR SEASONS ED CAYMAN INCadr$504
-14.4%
434,887
-15.9%
0.14%
-5.9%
CGNX ExitCOGNEX CORP$0-28,121
-100.0%
-0.31%
EEFT ExitEURONET WORLDWIDE INC$0-41,820
-100.0%
-0.93%

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