Joho Kapital Q1 2020

Joho Kapital holdings Q1 2020
Name ValueChangeSharesChangeWeightingChange
ALIBABA GROUP HLDG LTDsponsored ads$133,894
-8.31%
688,4710.00%34.70%
59.43%
MICROSOFT CORP$116,390
-17.35%
738,000
-17.36%
30.16%
43.70%
FLOOR & DECOR HLDGS INCcl a$76,881
-54.22%
2,395,798
-27.51%
19.92%
-20.40%
GLOBAL PMTS INC$29,567
-76.86%
205,000
-70.71%
7.66%
-59.77%
LIVENT CORP$19,177
-42.74%
3,652,790
-6.75%
4.97%
-0.44%
EURONET WORLDWIDE INCNew $3,58541,8200.93%
CERIDIAN HCM HLDG INCNew $3,03160,5370.79%
LAUDER ESTEE COS INCcl a$1,589
-53.15%
9,972
-39.28%
0.41%
-18.55%
COGNEX CORP$1,187
-80.41%
28,121
-73.99%
0.31%
-65.94%
FOUR SEASONS ED CAYMAN INCadr$589
-37.87%
516,957
-12.76%
0.15%
8.03%
SERVICENOW INCSold $0-66,000-2.78%
SPOTIFY TECHNOLOGY S ASold $0-143,217-3.19%
FARFETCH LTDord sh cl aSold $0-430,005-0.66%
Portfolio Information
QuarterQ1 2020
Total value$385,890,000
Holdings10
Managers
Robert Karr
Quarters
2020-03-31
$385,890
2019-12-31
$670,965
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