Joho Kapital Q2 2019

Joho Kapital holdings Q2 2019
Name ValueChangeSharesChangeWeightingChange
FLOOR & DECOR HLDGS INCcl a$164,140
-5.03%
3,917,428
-6.57%
25.14%
-13.73%
ALIBABA GROUP HLDG LTDsponsored ads$124,092
-6.52%
732,321
0.65%
19.00%
-15.09%
FARFETCH LTDord sh cl a$108,289
45.39%
5,206,224
88.10%
16.58%
32.07%
MICROSOFT CORP$104,891
117.98%
783,000
91.91%
16.06%
98.01%
COGNEX CORP$60,701
-37.57%
1,265,121
-33.82%
9.30%
-43.29%
GLOBAL PMTS INCNew $33,147207,0005.08%
SPOTIFY TECHNOLOGY S A$32,168
5.34%
220,0000.00%4.93%
-4.30%
HEXCEL CORP NEW$17,636
-39.72%
218,053
-48.46%
2.70%
-45.24%
FOUR SEASONS ED CAYMAN INCadr$3,243
-4.11%
1,801,499
-5.19%
0.50%
-12.89%
LAUDER ESTEE COS INCcl a$2,264
-16.92%
12,362
-24.91%
0.35%
-24.53%
TJX COS INC NEW$1,883
-0.63%
35,6140.00%0.29%
-9.74%
THE REALREAL INCNew $57820,0000.09%
Portfolio Information
QuarterQ2 2019
Total value$653,032,000
Holdings12
Managers
Robert Karr
Quarters
2019-09-30
$566,234
2019-06-30
$653,032
2019-03-31
$593,215
2018-12-31
$446,149
2018-09-30
$413,647
2018-06-30
$459,208
2018-03-31
$402,423
2017-12-31
$388,648
2017-09-30
$458,361
2017-06-30
$485,786
2017-03-31
$522,962
2016-12-31
$498,015
2016-09-30
$508,199
2016-06-30
$367,294
2016-03-31
$398,135
2015-12-31
$357,003
2015-09-30
$349,247
2015-06-30
$429,110
2015-03-31
$437,603
2014-12-31
$521,374
2014-09-30
$590,137
2014-06-30
$654,992
2014-03-31
$625,882
2013-12-31
$1,461,805
2013-09-30
$1,332,589
2013-06-30
$1,166,797
SEC Filings