Joho Capital’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Joho Capital’s Portfolio GRUB Stock Details GRUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-433,400	Closed	-$37.8M	–	8
2017 Q2	$37.8M	Sell	433,400 -1,752,002	-80%	-$145M	7.78%	5
2017 Q1	$144M	Hold	2,185,402	–	–	27.49%	1
2016 Q4	$164M	Buy	2,185,402 +467,550	+27%	+$36M	33.02%	1
2016 Q3	$148M	Hold	1,717,852	–	–	29.06%	1
2016 Q2	$107M	Sell	1,717,852 -190,000	-10%	-$9.99M	29.06%	1
2016 Q1	$95.9M	Buy	1,907,852 +418,742	+28%	+$18.5M	24.08%	1
2015 Q4	$72.1M	Sell	1,489,110 -83,844	-5%	-$4.38M	20.19%	1
2015 Q3	$76.6M	Buy	1,572,954 +621,654	+65%	+$36.2M	21.92%	1
2015 Q2	$64.8M	Buy	+951,300	New	+$77.1M	15.11%	3

Other funds holding GRUB

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Joho Capital's GRUB Position: Q3 2017 in Review

Joho Capital sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q3 2017, closing a stake of 433,400 shares — an estimated $37.8M sold.

Joho Capital first reported a position in GRUB in Q2 2015 and held it in 9 quarters. The position peaked at $164M in Q4 2016. 212 funds tracked by Wall St. Rank hold GRUB as of Q3 2017.

Joho Capital reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q3 2017 after selling out during the quarter.
Joho Capital sold 433,400 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q3 2017, an estimated $37.8M.
Joho Capital first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q2 2015 and held it in 9 quarters.
Joho Capital's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $164M in Q4 2016.
212 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q3 2017.

Based on Joho Capital's 13F filing for Q3 2017, filed 13 Nov 2017.