Top Funds / JOHO CAPITAL LLC


Robert Karr

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
Alibaba Group Holding Ltd SPONSORED ADS 742,471 $218,272,000 44.12% -26,000 +$52,513,000
MICROSOFT CORP 738,000 $155,224,000 31.38% No Change +$5,034,000
GLOBAL PAYMENTS INC 255,960 $45,453,000 9.19% +218,000 +$39,014,000
Livent Corp. 2,955,475 $26,511,000 5.36% +700,000 +$12,617,000
EURONET WORLDWIDE INC 285,214 $25,983,000 5.25% New +$25,983,000
Ceridian HCM Holding Inc. 190,537 $15,748,000 3.18% +165,000 +$13,724,000
Floor & Decor Holdings, Inc. CL A 34,603 $2,588,000 0.52% -129,300 -$6,861,000
PROCTER & GAMBLE Co 16,550 $2,300,000 0.46% New +$2,300,000
ESTEE LAUDER COMPANIES INC CL A 6,522 $1,423,000 0.29% No Change +$192,000
SNOWFLAKE INC CL A 4,824 $1,211,000 0.24% New +$1,211,000
Four Seasons Education (Cayman) Inc. ADR 0 $0 0% Closed -$504,000