Joho Capital Q3 2020 holdings

$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 SellALIBABA GROUP HLDG LTDsponsored ads$218,272
+31.7%
742,471
-3.4%
44.12%
-7.0%
MSFT  MICROSOFT CORP$155,224
+3.4%
738,0000.0%31.38%
-27.0%
GPN BuyGLOBAL PMTS INC$45,453
+605.9%
255,960
+574.3%
9.19%
+398.8%
LTHM BuyLIVENT CORP$26,511
+90.8%
2,955,475
+31.0%
5.36%
+34.8%
EEFT NewEURONET WORLDWIDE INC$25,983285,214
+100.0%
5.25%
CDAY BuyCERIDIAN HCM HLDG INC$15,748
+678.1%
190,537
+646.1%
3.18%
+449.7%
FND SellFLOOR & DECOR HLDGS INCcl a$2,588
-72.6%
34,603
-78.9%
0.52%
-80.7%
PG NewPROCTER AND GAMBLE CO$2,30016,550
+100.0%
0.46%
EL  LAUDER ESTEE COS INCcl a$1,423
+15.6%
6,5220.0%0.29%
-18.2%
SNOW NewSNOWFLAKE INCcl a$1,2114,824
+100.0%
0.24%
FEDU ExitFOUR 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.)

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EDGAR filings