$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% | 743,200 | 0.0% | 28.60% | +5.1% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $129,467 | +0.0% | 570,891 | 0.0% | 18.40% | -8.5% | |
| GPN | Buy | GLOBAL PMTS INC | $111,953 | -6.7% | 596,955 | +0.3% | 15.91% | -14.7% |
| LTHM | LIVENT CORP | $73,124 | +11.8% | 3,777,080 | 0.0% | 10.39% | +2.3% | |
| DT | Buy | DYNATRACE INC | $64,764 | +82.8% | 1,108,600 | +50.9% | 9.20% | +67.2% |
| EEFT | EURONET WORLDWIDE INC | $63,606 | -2.1% | 469,939 | 0.0% | 9.04% | -10.5% | |
| CDAY | CERIDIAN HCM HLDG INC | $17,749 | +13.8% | 185,037 | 0.0% | 2.52% | +4.2% | |
| AMZN | AMAZON COM INC | $5,986 | +11.2% | 1,740 | 0.0% | 0.85% | +1.7% | |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $4,260 | +13.7% | 18,215 | +10.8% | 0.60% | +4.0% |
| FB | FACEBOOK INCcl a | $4,252 | +18.0% | 12,230 | 0.0% | 0.60% | +8.1% | |
| PG | PROCTER AND GAMBLE CO | $3,758 | -0.4% | 27,850 | 0.0% | 0.53% | -8.9% | |
| NOW | SERVICENOW INC | $3,676 | +9.9% | 6,690 | 0.0% | 0.52% | +0.4% | |
| APH | AMPHENOL CORP NEWcl a | $3,622 | +3.7% | 52,940 | 0.0% | 0.52% | -5.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $3,285 | +23.2% | 5,610 | 0.0% | 0.47% | +12.8% | |
| EL | Buy | LAUDER 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% | 39,500 | 0.0% | 0.27% | -22.9% | |
| ADSK | AUTODESK INC | $1,889 | +5.4% | 6,470 | 0.0% | 0.27% | -3.6% | |
| GOOGL | ALPHABET INCcap stk cl a | $1,709 | +18.4% | 700 | 0.0% | 0.24% | +8.5% | |
| ECL | ECOLAB INC | $1,590 | -3.8% | 7,720 | 0.0% | 0.23% | -12.1% | |
| SPG | SIMON PPTY GROUP INC NEW | $1,057 | +14.6% | 8,100 | 0.0% | 0.15% | +4.9% | |
| UBER | UBER TECHNOLOGIES INC | $1,050 | -8.1% | 20,950 | 0.0% | 0.15% | -15.8% | |
| PTON | New | PELOTON INTERACTIVE INC | $667 | – | 5,375 | +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.)
- Joho Capital holdings (13F-HR)
- Joho Capital significant holdings (13D/G)
- Joho Capital ownership history
- Joho Capital portfolio value
- Joho Capital filings
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