Joho Capital Q1 2021 13F Holdings

Joho Capital Q1 2021 holdings
TickerName Value Shares↓ Weighting
MSFT MICROSOFT CORPReduce  $175,224
3.3%
743,200
-2.5%
27.21%
-6.0%
BABA ALIBABA GROUP HLDG LTDsponsored adsReduce  $129,438
-26.3%
570,891
-24.3%
20.10%
-32.9%
GPN GLOBAL PMTS INCAdd  $120,032
61.2%
595,455
72.3%
18.64%
46.7%
LTHM LIVENT CORPAdd  $65,419
-7.7%
3,777,080
0.4%
10.16%
-16.0%
EEFT EURONET WORLDWIDE INCAdd  $64,993
-2.1%
469,939
2.6%
10.09%
-11.0%
DT DYNATRACE INCAdd  $35,437
6106.1%
734,600
5465.2%
5.50%
5573.2%
CDAY CERIDIAN HCM HLDG INCNew  $15,593185,0372.42%
AMZN AMAZON COM INC  $5,384
-5.0%
1,7400.0%0.84%
-13.5%
PG PROCTER AND GAMBLE COAdd  $3,772
42.1%
27,850
46.0%
0.59%
29.4%
STZ CONSTELLATION BRANDS INCcl aAdd  $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 AMPHENOL CORP NEWcl aNew  $3,49252,9400.54%
NOW SERVICENOW INCAdd  $3,346
8.4%
6,690
19.3%
0.52%
-1.3%
ADBE ADOBE SYSTEMS INCORPOR...  $2,667
-5.0%
5,6100.0%0.41%
-13.6%
EL LAUDER ESTEE COS INCcl aAdd  $2,591
49.3%
8,907
36.6%
0.40%
35.8%
PFGC PERFORMANCE FOOD GROUP COAdd  $2,276
276.2%
39,500
211.0%
0.35%
242.7%
ADSK AUTODESK INCNew  $1,7936,4700.28%
ECL ECOLAB INCAdd  $1,653
55.4%
7,720
56.9%
0.26%
41.2%
GOOGL ALPHABET INCcap stk cl aAdd  $1,444
119.8%
700
86.7%
0.22%
100.0%
UBER UBER TECHNOLOGIES INCNew  $1,14220,9500.18%
SPG SIMON PPTY GROUP INC NEWNew  $9228,1000.14%
CGNX COGNEX CORPSold out  $0-14,112-0.19%
FND FLOOR & DECOR HLDGS INCcl aSold out  $0-34,603-0.55%