Joho Capital Q1 2022 holdings

$701 Million is the total value of Joho Capital's 19 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 5.0% .

 Value Shares↓ Weighting
MSFT  MICROSOFT CORP$190,536
-8.3%
618,0000.0%27.20%
-5.4%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$112,495
-1.1%
1,033,961
+8.0%
16.06%
+2.0%
LTHM  LIVENT CORP$111,399
+6.9%
4,273,0800.0%15.90%
+10.3%
GPN SellGLOBAL PMTS INC$100,533
-5.8%
734,673
-7.0%
14.35%
-2.8%
EEFT SellEURONET WORLDWIDE INC$81,019
+0.3%
622,504
-8.2%
11.56%
+3.5%
DT BuyDYNATRACE INC$69,051
+2.7%
1,466,050
+31.7%
9.86%
+6.0%
AMZN  AMAZON COM INC$5,239
-2.2%
1,6070.0%0.75%
+0.9%
PG  PROCTER AND GAMBLE CO$4,255
-6.6%
27,8500.0%0.61%
-3.7%
STZ  CONSTELLATION BRANDS INCcl a$4,195
-8.2%
18,2150.0%0.60%
-5.2%
APH  AMPHENOL CORP NEWcl a$3,989
-13.8%
52,9400.0%0.57%
-11.2%
NOW  SERVICENOW INC$3,454
-14.2%
6,2020.0%0.49%
-11.5%
GOOGL BuyALPHABET INCcap stk cl a$3,390
+27.9%
1,219
+33.2%
0.48%
+31.9%
ADSK BuyAUTODESK INC$2,887
+7.3%
13,470
+40.8%
0.41%
+10.8%
EL BuyLAUDER ESTEE COS INCcl a$2,329
-21.7%
8,552
+6.5%
0.33%
-19.2%
SPG BuySIMON PPTY GROUP INC NEW$1,838
+16.2%
13,970
+41.1%
0.26%
+19.6%
ECL  ECOLAB INC$1,363
-24.7%
7,7200.0%0.20%
-22.3%
FB SellMETA PLATFORMS INCcl a$1,152
-72.0%
5,180
-57.6%
0.16%
-71.2%
UBER  UBER TECHNOLOGIES INC$962
-14.9%
26,9500.0%0.14%
-12.2%
ADBE SellADOBE SYSTEMS INCORPORATED$540
-64.4%
1,185
-55.7%
0.08%
-63.3%
FIS ExitFIDELITY NATL INFORMATION SV$0-5,600
-100.0%
-0.08%
Signed by
  • Timothy K. McManus — Chief Operating Officer (Joho Capital, L.L.C.)

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