$495 Million is the total value of Joho Capital's 10 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $218,272 | +31.7% | 742,471 | -3.4% | 44.12% | -7.0% |
| MSFT | MICROSOFT CORP | $155,224 | +3.4% | 738,000 | 0.0% | 31.38% | -27.0% | |
| GPN | Buy | GLOBAL PMTS INC | $45,453 | +605.9% | 255,960 | +574.3% | 9.19% | +398.8% |
| LTHM | Buy | LIVENT CORP | $26,511 | +90.8% | 2,955,475 | +31.0% | 5.36% | +34.8% |
| EEFT | New | EURONET WORLDWIDE INC | $25,983 | – | 285,214 | +100.0% | 5.25% | – |
| CDAY | Buy | CERIDIAN HCM HLDG INC | $15,748 | +678.1% | 190,537 | +646.1% | 3.18% | +449.7% |
| FND | Sell | FLOOR & DECOR HLDGS INCcl a | $2,588 | -72.6% | 34,603 | -78.9% | 0.52% | -80.7% |
| PG | New | PROCTER AND GAMBLE CO | $2,300 | – | 16,550 | +100.0% | 0.46% | – |
| EL | LAUDER ESTEE COS INCcl a | $1,423 | +15.6% | 6,522 | 0.0% | 0.29% | -18.2% | |
| SNOW | New | SNOWFLAKE INCcl a | $1,211 | – | 4,824 | +100.0% | 0.24% | – |
| FEDU | Exit | FOUR SEASONS ED CAYMAN INCadr | $0 | – | -434,887 | -100.0% | -0.14% | – |
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.)
- Joho Capital holdings (13F-HR)
- Joho Capital significant holdings (13D/G)
- Joho Capital ownership history
- Joho Capital portfolio value
- Joho Capital filings
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