Joho Capital Q2 2021 13F Holdings

Joho Capital Q2 2021 holdings
TickerName 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 GLOBAL PMTS INCAdd  $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 DYNATRACE INCAdd  $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 CONSTELLATION BRANDS INCcl aAdd  $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 INCORPOR...  $3,285
23.2%
5,6100.0%0.47%
12.8%
EL LAUDER ESTEE COS INCcl aAdd  $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 PELOTON INTERACTIVE INCNew  $6675,3750.10%
  • Joho Capital Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $704 Million
  • Holdings
    22
  • Turnover
    4.8%
  • EDGAR