Joho Capital Q2 2021 holdings

$704 Million is the total value of Joho Capital's 22 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 4.8% .

 Value Shares↓ Weighting
MSFT  MICROSOFT CORP$201,333
+14.9%
743,2000.0%28.60%
+5.1%
BABA  ALIBABA GROUP HLDG LTDsponsored ads$129,467
+0.0%
570,8910.0%18.40%
-8.5%
GPN BuyGLOBAL PMTS INC$111,953
-6.7%
596,955
+0.3%
15.91%
-14.7%
LTHM  LIVENT CORP$73,124
+11.8%
3,777,0800.0%10.39%
+2.3%
DT BuyDYNATRACE INC$64,764
+82.8%
1,108,600
+50.9%
9.20%
+67.2%
EEFT  EURONET WORLDWIDE INC$63,606
-2.1%
469,9390.0%9.04%
-10.5%
CDAY  CERIDIAN HCM HLDG INC$17,749
+13.8%
185,0370.0%2.52%
+4.2%
AMZN  AMAZON COM INC$5,986
+11.2%
1,7400.0%0.85%
+1.7%
STZ BuyCONSTELLATION BRANDS INCcl a$4,260
+13.7%
18,215
+10.8%
0.60%
+4.0%
FB  FACEBOOK INCcl a$4,252
+18.0%
12,2300.0%0.60%
+8.1%
PG  PROCTER AND GAMBLE CO$3,758
-0.4%
27,8500.0%0.53%
-8.9%
NOW  SERVICENOW INC$3,676
+9.9%
6,6900.0%0.52%
+0.4%
APH  AMPHENOL CORP NEWcl a$3,622
+3.7%
52,9400.0%0.52%
-5.0%
ADBE  ADOBE SYSTEMS INCORPORATED$3,285
+23.2%
5,6100.0%0.47%
+12.8%
EL BuyLAUDER ESTEE COS INCcl a$3,119
+20.4%
9,807
+10.1%
0.44%
+10.2%
PFGC  PERFORMANCE FOOD GROUP CO$1,915
-15.9%
39,5000.0%0.27%
-22.9%
ADSK  AUTODESK INC$1,889
+5.4%
6,4700.0%0.27%
-3.6%
GOOGL  ALPHABET INCcap stk cl a$1,709
+18.4%
7000.0%0.24%
+8.5%
ECL  ECOLAB INC$1,590
-3.8%
7,7200.0%0.23%
-12.1%
SPG  SIMON PPTY GROUP INC NEW$1,057
+14.6%
8,1000.0%0.15%
+4.9%
UBER  UBER TECHNOLOGIES INC$1,050
-8.1%
20,9500.0%0.15%
-15.8%
PTON NewPELOTON INTERACTIVE INC$6675,375
+100.0%
0.10%

The following EDGAR filing(s) were analyzed to create this 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