Joho Capital Q1 2021 holdings

$644 Million is the total value of Joho Capital's 21 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 38.9% .

 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$175,224
+3.3%
743,200
-2.5%
27.21%
-6.0%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$129,438
-26.3%
570,891
-24.3%
20.10%
-32.9%
GPN BuyGLOBAL PMTS INC$120,032
+61.2%
595,455
+72.3%
18.64%
+46.7%
LTHM BuyLIVENT CORP$65,419
-7.7%
3,777,080
+0.4%
10.16%
-16.0%
EEFT BuyEURONET WORLDWIDE INC$64,993
-2.1%
469,939
+2.6%
10.09%
-11.0%
DT BuyDYNATRACE INC$35,437
+6106.1%
734,600
+5465.2%
5.50%
+5573.2%
CDAY NewCERIDIAN HCM HLDG INC$15,593185,037
+100.0%
2.42%
AMZN  AMAZON COM INC$5,384
-5.0%
1,7400.0%0.84%
-13.5%
PG BuyPROCTER AND GAMBLE CO$3,772
+42.1%
27,850
+46.0%
0.59%
+29.4%
STZ BuyCONSTELLATION BRANDS INCcl a$3,747
+59.3%
16,435
+53.1%
0.58%
+45.1%
FB  FACEBOOK INCcl a$3,602
+7.8%
12,2300.0%0.56%
-1.9%
APH NewAMPHENOL CORP NEWcl a$3,49252,940
+100.0%
0.54%
NOW BuySERVICENOW INC$3,346
+8.4%
6,690
+19.3%
0.52%
-1.3%
ADBE  ADOBE SYSTEMS INCORPORATED$2,667
-5.0%
5,6100.0%0.41%
-13.6%
EL BuyLAUDER ESTEE COS INCcl a$2,591
+49.3%
8,907
+36.6%
0.40%
+35.8%
PFGC BuyPERFORMANCE FOOD GROUP CO$2,276
+276.2%
39,500
+211.0%
0.35%
+242.7%
ADSK NewAUTODESK INC$1,7936,470
+100.0%
0.28%
ECL BuyECOLAB INC$1,653
+55.4%
7,720
+56.9%
0.26%
+41.2%
GOOGL BuyALPHABET INCcap stk cl a$1,444
+119.8%
700
+86.7%
0.22%
+100.0%
UBER NewUBER TECHNOLOGIES INC$1,14220,950
+100.0%
0.18%
SPG NewSIMON PPTY GROUP INC NEW$9228,100
+100.0%
0.14%
CGNX ExitCOGNEX CORP$0-14,112
-100.0%
-0.19%
FND ExitFLOOR & DECOR HLDGS INCcl a$0-34,603
-100.0%
-0.55%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Timothy K. McManus — Chief Operating Officer (Joho Capital, L.L.C.)

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EDGAR filings